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Overview

The Amazon Case Study

Welcome to CFI’s advanced financial modeling course – a case study on how to value Amazon.com, Inc (AMZN).  This course is designed for professionals working in investment banking, corporate development, private equity, and other areas of corporate finance that deal with valuing companies and applying various methods of valuation.

Advanced financial modeling course objectives

This advanced financial modeling course has several objectives including:

  • Use Amazon’s financial statements to build an integrated 3-statement financial forecast
  • Learn how to structure an advanced valuation model effectively
  • Set up all the assumptions and drivers required to build out the financial forecast and DCF model
  • Create a 10-year forecast for Amazon’s business, including an income statement, balance sheet, cash flow statement, supporting schedules, and free cash flow to the firm (FCFF)
  • Learn how to deal with advanced topics like segmented revenue, capital additions, finance leases, operating leases, and more
  • Perform comparable company analysis (Comps) utilizing publicly available information
  • Perform a Sum-Of-The-Parts (SOTP) valuation of Amazon, as well as consider precedent transactions, equity research price targets, and Amazon’s 52-week trading range
  • Generate multiple operating scenarios to explore a range of outcomes and values for the business
  • Perform detailed sensitivity analysis on key assumptions and assess the overall impact on equity value per share

Amazon (AMZN) Case Study

This course is built on a case study of Amazon, where students are tasked with building a financial modeling and performing comparable company analysis to value AMZN shares and make an investment recommendation.

Through the course of the transaction, students will learn:

  • How to build a detailed financial forecast of Amazon
  • How to apply various valuation methodologies to derive an implied value for Amazon
  • How to develop an investment recommendation on the shares of Amazon
  • How to create a dashboard and summary output that highlights the most important information from the model

Why take CFI’s advanced financial modeling course?

This course is perfect for anyone who wants to learn how to build a detailed financial model for a public company, from the bottom up. The video-based lessons will teach you all the formulas and functions to calculate things like segmented revenue, marketable securities, accrued expenses, unearned revenue, stock-based compensation, long-term debt, finance and operating leases, and much more.

In addition to learning the detailed mechanics of how to build the financial model for Amazon, students will also learn how to think about intrinsic value, and develop an investment recommendation.

What’s included in the advanced modeling course?

This advanced financial modeling and valuation course include all of the following:

  • Blank Amazon model template
  • Completed Amazon model template (dashboard, DCF model, Comps model, WACC analysis, scenarios, etc.)
  • 4+ hours of detailed video instruction
  • Certificate of completion

Recommended prep courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Excel Crash Course
  2. Building a 3 Statement Financial Model
  3. Business Valuation Modeling
  4. Business Valuation Modeling Part II

Recommended follow-up course

We recommend that you follow-up on this course by enrolling in:

  1. Presentation of Financial Information
This course is based on the model outputs of the Amazon Case Study, and will take you presentation best practices, as well as how to effectively present your findings.

CFI advanced modeling amazon

Financial analyst certification

For beginners to advanced users, this advanced modeling course is designed to teach you how to be a world-class financial analyst. 

This class is an elective for CFI’s financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) certification.

Disclaimer

This course is intended solely for educational and training purposes. The information contained herein does not constitute investment advice, or an offer to sell, or the solicitation of any offer to buy any securities of Amazon.com, Inc. (NasdaqGS: AMZN) or any other security.

This content in this course has not been approved or disapproved by (a) Amazon.com, Inc., (b) S&P Global Market Intelligence Inc., (c) any equity research analyst that covers Amazon.com, Inc., or (d) any securities regulator in any province or territory of Canada, the United States Securities and Exchange Commission or any other United States federal or state regulatory authority, and no such commission or authority has passed upon the merits, accuracy or adequacy of this content, nor is it intended that any will.

The information in this course does not constitute the provision of investment, tax, legal or other professional advice. As with all investments, there are associated risks and you could lose money investing – including, potentially, your entire investment. Prior to making any investment, a prospective investor should consult with its own investment, accounting, legal and tax advisers to evaluate independently the risks, consequences and suitability of that investment.

No reliance may be placed for any purpose on the information and opinions contained herein or their accuracy or completeness, and nothing contained herein may be relied upon in making any investment decision.

The Amazon Case Study (New Edition)

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Level 4

Approx 12.5h to complete

100% online and self-paced

Subscribe to get access to FMVA and other programs

From $497/year

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What you'll learn

Lesson
Multimedia
Exams
Files
Course Conclusion

Become a certified Financial Modeling & Valuation Analyst (FMVA)® Certification

The Amazon Case Study (New Edition) is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 29 courses.

Financial Modeling & Valuation Analyst (FMVA)® Certification
  • Skills learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career prep Investment banking and equity research, FP&A, corporate development

Path to certification

Prerequisite courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

11 courses from beginner to intermediate level.

02 Required

Elective courses

11 courses at an advanced level.

03 Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What our students say

Great course on Amazon DCF
Great course on how to build a DCF model for Amazon Inc.

Roman Ruzymov

A great all-round valuation course!
It's a great course that involves in-depth analysis and understanding of various valuation techniques.

Muhammad Ahsan Khan

Great course
Great and tough course

Eugene Uwizeyimana

Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
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