Get in touch: 080 4711 2411
Request Demo
Get in touch: 0800 800 123
FINANCE ACCOUNTING   

Investment Banking: Financial Ratio Analysis Training

Hands-on Investment Banking: Financial Ratio Analysis Masterclass

Build practical skills in financial ratio analysis, company performance evaluation, profitability, liquidity, solvency, and investment decisions through real-world case studies and hands-on exercises.

investment-banking-financial-ratio-analysis-training
Course Overview
  

Course Overview

Financial ratio analysis is one of the most critical skills in investment banking, equity research, corporate finance, and financial advisory. It enables professionals to evaluate a company's financial strength, operational efficiency, profitability, liquidity, solvency, and market valuation to support investment decisions, credit assessments, mergers and acquisitions, and strategic business planning.

The Investment Banking: Financial Ratio Analysis Training by myTectra is a comprehensive instructor-led program designed to help finance professionals master financial statement analysis, ratio interpretation, corporate performance evaluation, valuation support, and investment decision-making. Participants will learn how investment bankers, equity research analysts, and corporate finance professionals use financial ratios to analyze companies, benchmark performance, identify risks, and develop data-driven investment recommendations.

Through practical Microsoft Excel workshops, real-world financial statement analysis, investment banking case studies, peer benchmarking exercises, and valuation scenarios, participants will develop the analytical skills required to assess corporate financial health and support strategic financial decisions across diverse industries.

Course Objectives

Upon successful completion of this training, participants will be able to:

  • Understand financial ratio analysis in investment banking.
  • Analyze financial statements using industry-standard techniques.
  • Evaluate corporate liquidity, profitability, and financial stability.
  • Interpret valuation and market performance ratios effectively.
  • Perform peer benchmarking and comparative financial analysis.
  • Support equity research and investment recommendations.
  • Build financial ratio models using Microsoft Excel.
  • Apply ratio analysis to valuation and M&A scenarios.
  • Create executive financial reports and dashboards.
  • Strengthen analytical skills for investment banking careers.

Prerequisites

Recommended:

  • Basic understanding of accounting principles
  • Familiarity with financial statements
  • Basic Microsoft Excel knowledge
  • Interest in investment banking and corporate finance

No prior investment banking experience is required.

Target Audience

This course is ideal for:

  • Investment Banking Analysts
  • Equity Research Analysts
  • Financial Analysts
  • Corporate Finance Professionals
  • FP&A Professionals
  • Credit Analysts
  • Banking Professionals
  • Portfolio Analysts
  • Internal Auditors
  • Chartered Accountants (CA)
  • CMA Professionals
  • MBA Finance Graduates
  • Financial Consultants
  • Business Analysts
  • Finance Professionals pursuing investment banking careers

Training Methodology

  • Instructor-Led Interactive Sessions
  • Financial Statement Analysis Workshops
  • Microsoft Excel Hands-on Labs
  • Ratio Calculation Exercises
  • Investment Banking Case Studies
  • Equity Research Simulations
  • Valuation and Benchmarking Activities
  • AI-Assisted Financial Analysis Demonstrations
  • Capstone Project
  • Interactive Assessments and Group Discussions

Tools Covered

  • Microsoft Excel
  • Financial Modeling Templates
  • Ratio Analysis Worksheets
  • KPI Dashboard Templates
  • Financial Statement Analysis Models
  • Valuation Templates
  • AI-Assisted Financial Analysis Tools (Concepts)
  • Business Intelligence Dashboard Concepts
  • Investment Research Frameworks
  • Financial Reporting Templates

Key Benefits

  • Master financial ratio analysis for investment banking roles.
  • Strengthen financial statement interpretation and analysis skills.
  • Build practical valuation and benchmarking expertise.
  • Improve equity research and investment decision-making capabilities.
  • Create dynamic financial models using Microsoft Excel.
  • Analyze corporate performance with industry-standard techniques.
  • Develop executive dashboards and financial reports.
  • Apply value investing and technical analysis concepts effectively.
  • Gain hands-on experience through real investment banking case studies.
  • Advance your career in investment banking, equity research, and corporate finance.
  

Course Outcomes

After completing this course, participants will be able to:

Financial statements using investment banking methods.
Financial statements using investment banking methods.
Evaluate liquidity, solvency, profitability, and efficiency.
Evaluate liquidity, solvency, profitability, and efficiency.
Interpret valuation ratios for informed investment.
Interpret valuation ratios for informed investment.
Perform peer benchmarking & comparative analysis.
Perform peer benchmarking & comparative analysis.
Build dynamic financial ratio models in Excel.
Build dynamic financial ratio models in Excel.
Support equity research & corporate valuation assignments.
Support equity research & corporate valuation assignments.
Assess creditworthiness and financial risk confidently.
Assess creditworthiness and financial risk confidently.
Create executive-ready financial reports and dashboards.
Create executive-ready financial reports and dashboards.
Apply value investing and technical analysis effectively.
Apply value investing and technical analysis effectively.
Strengthen analytical skills for investment banking careers.
Strengthen analytical skills for investment banking careers.
  

Course Outline

Module 1: Investment Banking and Financial Analysis Fundamentals

Topics Covered

  • Introduction to Investment Banking
  • Role of Financial Ratio Analysis
  • Corporate Financial Statements
  • Accounting Framework
  • Financial Reporting Standards
  • Financial Analysis Process
  • Business Performance Evaluation
  • Investment Banking Workflows
  • Financial Data Sources
  • Financial Analysis Best Practices

Practical Workshops

Explore:

  • Investment banking workflows
  • Financial analysis frameworks
  • Corporate reporting structures
  • Financial data interpretation
Module 2: Understanding Financial Statements

Topics Covered

  • Income Statement Analysis
  • Balance Sheet Analysis
  • Cash Flow Statement Analysis
  • Notes to Financial Statements
  • Working Capital Analysis
  • Revenue Recognition
  • Expense Classification
  • Accounting Adjustments
  • Quality of Earnings
  • Financial Statement Integration

Practical Workshops

Analyze:

  • Corporate financial statements
  • Financial reporting structures
  • Working capital movements
  • Earnings quality assessment
Module 3: Liquidity Ratio Analysis

Topics Covered

  • Liquidity Fundamentals
  • Current Ratio
  • Quick Ratio
  • Cash Ratio
  • Operating Cash Flow Ratio
  • Working Capital Ratios
  • Liquidity Benchmarking
  • Cash Management
  • Short-Term Financial Health
  • Ratio Interpretation

Practical Workshops

Calculate:

  • Liquidity ratios
  • Working capital metrics
  • Cash flow indicators
  • Industry comparisons
Module 4: Solvency and Leverage Analysis

Topics Covered

  • Capital Structure Analysis
  • Debt-to-Equity Ratio
  • Debt Ratio
  • Interest Coverage Ratio
  • Debt Service Coverage Ratio
  • Financial Leverage
  • Long-Term Solvency
  • Credit Risk Assessment
  • Capital Adequacy
  • Solvency Benchmarking

Practical Workshops

Evaluate:

  • Solvency ratios
  • Capital structure
  • Credit risk indicators
  • Debt servicing capability
Module 5: Efficiency Ratio Analysis

Topics Covered

  • Asset Turnover Ratio
  • Inventory Turnover
  • Receivables Turnover
  • Payables Turnover
  • Fixed Asset Turnover
  • Working Capital Turnover
  • Cash Conversion Cycle
  • Operating Efficiency
  • Productivity Metrics
  • Efficiency Benchmarking

Practical Workshops

Develop:

  • Efficiency ratio models
  • Cash conversion analysis
  • Productivity reports
  • Operational benchmarking
Module 6: Profitability Ratio Analysis

Topics Covered

  • Gross Profit Margin
  • Operating Profit Margin
  • EBITDA Margin
  • Net Profit Margin
  • Return on Assets (ROA)
  • Return on Equity (ROE)
  • Return on Capital Employed (ROCE)
  • Earnings Quality
  • Profitability Trends
  • Margin Benchmarking

Practical Workshops

Analyze:

  • Profitability metrics
  • Margin performance
  • Return analysis
  • Peer comparisons
Module 7: Market Valuation Ratios

Topics Covered

  • Earnings Per Share (EPS)
  • Price-to-Earnings (P/E) Ratio
  • Price-to-Book (P/B) Ratio
  • Enterprise Value (EV)
  • EV/EBITDA Multiple
  • PEG Ratio
  • Dividend Yield
  • Market Capitalization
  • Valuation Multiples
  • Relative Valuation

Practical Workshops

Perform:

  • Valuation ratio calculations
  • Relative valuation analysis
  • Market performance comparison
  • Investment screening
Module 8: Cash Flow Ratio Analysis

Topics Covered

  • Operating Cash Flow Analysis
  • Free Cash Flow
  • Cash Flow Coverage Ratios
  • Cash Flow Adequacy
  • Cash Conversion Analysis
  • Liquidity Through Cash Flow
  • Cash-Based Performance
  • Capital Expenditure Analysis
  • Financial Sustainability
  • Cash Flow Benchmarking

Practical Workshops

Build:

  • Cash flow analysis models
  • Financial sustainability reports
  • Coverage ratio analysis
  • Cash performance dashboards
Module 9: Trend, Common-Size, and DuPont Analysis

Topics Covered

  • Horizontal Analysis
  • Vertical Analysis
  • Common-Size Statements
  • Trend Analysis
  • DuPont Analysis
  • Financial Performance Drivers
  • Ratio Correlation
  • Comparative Analysis
  • Benchmarking Techniques
  • Performance Insights

Practical Workshops

Create:

  • Trend analysis reports
  • Common-size statements
  • DuPont models
  • Performance benchmarking dashboards
Module 10: Financial Modeling with Ratio Analysis

Topics Covered

  • Microsoft Excel for Financial Analysis
  • Ratio Models
  • Dynamic Financial Models
  • Scenario Analysis
  • Sensitivity Analysis
  • KPI Dashboards
  • Forecast Models
  • Ratio Automation
  • Investment Banking Templates
  • Financial Reporting Best Practices

Practical Workshops

Develop:

  • Financial ratio models
  • Scenario analysis templates
  • Executive KPI dashboards
  • Investment banking reports
Module 11: Corporate Performance Evaluation

Topics Covered

  • Business Performance Metrics
  • Revenue Growth Analysis
  • Cost Structure Analysis
  • Operating Performance
  • Profitability Drivers
  • Financial Health Assessment
  • Segment Performance Analysis
  • Competitive Benchmarking
  • Performance Improvement Strategies
  • Executive Decision Support

Practical Workshops

Evaluate:

  • Corporate performance reports
  • Business health indicators
  • Competitive benchmarking
  • Financial improvement opportunities
Module 12: Equity Research Applications

Topics Covered

  • Equity Research Process
  • Company Screening Techniques
  • Fundamental Analysis
  • Investment Thesis Development
  • Ratio-Based Stock Selection
  • Earnings Analysis
  • Industry Research
  • Peer Comparison
  • Analyst Recommendations
  • Equity Research Report Preparation

Practical Workshops

Prepare:

  • Company screening reports
  • Investment research notes
  • Peer comparison analysis
  • Equity research summaries
Module 13: Credit Analysis and Lending Decisions

Topics Covered

  • Credit Risk Fundamentals
  • Borrower Financial Analysis
  • Financial Strength Assessment
  • Debt Servicing Capacity
  • Lending Ratios
  • Covenant Analysis
  • Risk Rating Methodologies
  • Loan Decision Framework
  • Banking Credit Analysis
  • Credit Assessment Reports

Practical Workshops

Analyze:

  • Creditworthiness reports
  • Lending decisions
  • Risk assessment models
  • Borrower evaluation cases
Module 14: Valuation Support for Investment Banking

Topics Covered

  • Valuation Fundamentals
  • Comparable Company Analysis
  • Precedent Transaction Analysis
  • Discounted Cash Flow (DCF) Concepts
  • Valuation Multiples
  • Fair Value Assessment
  • Investment Recommendations
  • IPO Financial Analysis
  • Acquisition Evaluation
  • Strategic Valuation Insights

Practical Workshops

Develop:

  • Comparable company analysis
  • Valuation worksheets
  • Multiples comparison
  • Investment recommendation reports
Module 15: Mergers and Acquisitions (M&A) Analysis

Topics Covered

  • M&A Fundamentals
  • Financial Due Diligence
  • Synergy Analysis
  • Acquisition Ratios
  • Accretion and Dilution Concepts
  • Financial Integration
  • Transaction Evaluation
  • Post-Merger Performance
  • Deal Structuring
  • M&A Case Studies

Practical Workshops

Perform:

  • Due diligence reviews
  • M&A financial analysis
  • Synergy evaluation
  • Transaction assessment
Module 16: Value Investing Fundamentals

Topics Covered

  • Principles of Value Investing
  • Intrinsic Value Assessment
  • Margin of Safety
  • Economic Moats
  • Financial Strength Analysis
  • Long-Term Investment Strategy
  • Fundamental Stock Screening
  • Business Quality Assessment
  • Portfolio Selection Concepts
  • Investment Decision Framework

Practical Workshops

Apply:

  • Value investing techniques
  • Intrinsic value estimation
  • Stock screening
  • Investment analysis exercises
Module 17: Technical Analysis Fundamentals

Topics Covered

  • Introduction to Technical Analysis
  • Price Trends
  • Support and Resistance
  • Candlestick Patterns
  • Moving Averages
  • Momentum Indicators
  • Volume Analysis
  • Chart Patterns
  • Trend Confirmation
  • Risk Management Techniques

Practical Workshops

Practice:

  • Chart interpretation
  • Trend analysis
  • Technical indicator usage
  • Trading signal evaluation
Module 18: AI and Business Intelligence for Financial Analysis

Topics Covered

  • AI-Assisted Financial Analysis
  • Financial Data Analytics
  • Automated Ratio Analysis
  • Executive Dashboards
  • Predictive Financial Analytics
  • AI-Based Reporting
  • Prompt Engineering for Finance
  • Financial Storytelling
  • Intelligent Decision Support
  • Future of AI in Investment Banking

Practical Workshops

Create:

  • AI-assisted financial reports
  • Executive dashboards
  • Predictive analysis summaries
  • Automated ratio insights
Module 19: Industry Case Studies

Topics Covered

  • Banking Sector Analysis
  • Financial Services Companies
  • Manufacturing Industry
  • Technology Companies
  • Retail Businesses
  • Healthcare Organizations
  • Infrastructure Companies
  • Multinational Corporations
  • Investment Banking Case Studies
  • Analyst Presentation Techniques

Practical Workshops

Solve:

  • Industry-specific financial analysis
  • Peer benchmarking exercises
  • Investment case studies
  • Corporate performance evaluations
Module 20: Capstone Project – Investment Banking Financial Analysis

Comprehensive Project

Participants will:

  • Analyze complete financial statements of a publicly listed company.
  • Calculate liquidity, solvency, efficiency, profitability, market valuation, and cash flow ratios.
  • Perform common-size, trend, and DuPont analysis.
  • Benchmark financial performance against industry peers.
  • Build a dynamic financial ratio model using Microsoft Excel.
  • Support valuation using ratio-based analytical techniques.
  • Prepare an equity research-style investment recommendation.
  • Develop executive dashboards and management reports.
  • Apply AI-assisted techniques for financial analysis and reporting.
  • Present a comprehensive investment banking analysis with strategic recommendations.

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

"The Financial Ratio Analysis Training by myTectra helped me look beyond the numbers and understand the real financial story of a business. The trainer explained complex ratios with practical company examples, making them easy to apply in credit evaluations and investment decisions. I started using several of these techniques immediately in my day-to-day work."
Venu Gopal
Senior Credit Analyst
"I was looking for a program that focused on practical financial analysis rather than just formulas, and this training delivered exactly that. The case studies, discussions, and ratio interpretation sessions improved my confidence while working on client pitches and financial due diligence. It was a valuable learning experience."
Rihana Mohammed
Investment Banking Associate
"Every session was well-structured and directly connected to real business scenarios. The trainer broke down profitability, liquidity, leverage, and valuation ratios in a way that made financial statement analysis much more meaningful. The knowledge gained through myTectra has strengthened my research reports and investment recommendations."
Sundeep Rao
Equity Research Executive
"Financial ratio analysis always seemed straightforward until this program showed how much insight can be missed without the right interpretation. The training emphasized decision-making instead of memorization, and the interactive exercises kept everyone engaged. I would recommend this course to finance professionals looking to sharpen their analytical skills."
Naren Kumar
Finance Manager

Why Choose Us?

Discover key features that set our training apart.

Expert-Led Training

Learn from certified instructors with real-world industry experience.

Hands-On Learning

Practical assignments and projects to build job-ready skills.

Globally Recognized Certificate

Earn a professional certificate to boost your career opportunities.

FAQ's

What is the duration of this course?

The total course duration is 40 hours delivered via instructor-led sessions and practical labs.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

Back to top

Corporate Training

Empower your team to excel—transform potential into performance with myTectra Corporate Training today!

corporate-training-myTectra

We’d Love to Assist You!

Talk to our training advisor today and discover how myTectra can help you achieve your training goals.

Build Investment Banking Skills with Financial Ratio Analysis

Develop practical skills in financial ratio analysis, liquidity, solvency, efficiency, and valuation for investment banking.