Financial Analysis & Modelling Books for a New Analyst?

  • Reading time:5 mins read

I’m trying to be helpful by listing and linking peoples recommendations for books on financial statements analysis and modelling useful for a new analyst.

Inspired by Nomad Cap’s tweet, “Can anyone recommend a book/books on financial statements analysis and modelling for a new analyst with very little finance training?”

Valuation and Analysis

Corporate Finance

Financial Modelling

Misc

Best thing to do is download a sell side report, read it thoroughly, email the analyst with feedback and ask politely for their model. Then go line by line with the model and the SEC website to understand the numbers and how they build to a price target

Disclaimer: I’ve used Amazon Affiliate Links here. Feel free to help out by using them, much appreciated!