NBA 5060

Last Updated

  • Schedule of Classes - October 16, 2026 7:07PM EDT

NBA 5060
Financial Statement Analysis

Course information provided by the 2026-2027 Catalog.

The purpose of this course is to give students a broad understanding of financial statement analysis and valuation issues. The emphasis is on helping students understand the basic equity research process for use in investment and business decision applications. The course format is a combination of examples, case studies, and lectures. Potential topics include information sources, strategic ratio analysis, accounting quality, non-GAAP metrics, cash flow analysis, forecasting financial statements, and firm valuation using discounted cash flow and residual income techniques. The course deliverables include an equity research project and a final exam. (MHA-EL)


Prerequisites NCC 5000, NCC 5060 or permission of instructor.

Forbidden Overlaps AEM 3520, HADM 4240, HADM 6240, LAW 6060, NBA 5060

Enrollment Information Enrollment limitations vary by section.

Last 4 Terms Offered 2026FA, 2026SP, 2025FA, 2025SP

View Enrollment Information

Syllabi: none

  •   Seven Week - First. 

  • 1.5 Credits GradeNoAud

  • 15034 NBA 5060   LEC 001

  •  
    • MW
    • Jan 25 - Mar 16, 2027

    • Lu, Y

  • Instruction Mode: In Person

    Enrollment limited to: Master of Business Administration (MBA) and Johnson Master of Professional Studies (MPS) students.
    Add/Drop dates: 9:00am, January 19, 2027 - 11:59pm, February 1, 2027. Students are required to obtain faculty permission to add/drop after February 1, 2027. If you drop after February 22, 2027, you will also receive a “W” on your transcript.

Syllabi: none

  •   Seven Week - First. 

  • 1.5 Credits GradeNoAud

  • 15035 NBA 5060   LEC 002

  •  
    • MW
    • Jan 25 - Mar 16, 2027

    • Lu, Y

  • Instruction Mode: In Person

    Enrollment limited to: Master of Business Administration (MBA) students, Johnson Master of Professional Studies (MPS) students, graduate students, seniors and juniors.
    Add/Drop dates: 9:00am, January 19, 2027 - 11:59pm, February 1, 2027, with an additional add/drop period 9:00am, March 17, 2027 - 11:59pm, March 24, 2027. Students are required to obtain faculty permission to add/drop after March 24, 2027. If you drop after April 14, 2027, you will also receive a “W” on your transcript.

Syllabi: none

  •   Seven Week - Second. 

  • 1.5 Credits GradeNoAud

  • 15036 NBA 5060   LEC 003

  •  
    • MW
    • Mar 17 - May 11, 2027

    • Lu, Y

  • Instruction Mode: In Person

    Enrollment limited to: Master of Business Administration (MBA) students, Johnson Master of Professional Studies (MPS) students, graduate students, seniors and juniors.
    Add/Drop dates: 9:00am, January 19, 2027 - 11:59pm, February 1, 2027, with an additional add/drop period 9:00am, March 17, 2027 - 11:59pm, March 24, 2027. Students are required to obtain faculty permission to add/drop after March 24, 2027. If you drop after April 14, 2027, you will also receive a “W” on your transcript.

Syllabi: none

  •   Seven Week - Second. 

  • 1.5 Credits GradeNoAud

  • 15037 NBA 5060   LEC 004

  •  
    • TR
    • Mar 17 - May 11, 2027

    • Szpiro, D

  • Instruction Mode: In Person

    Enrollment limited to: Master of Business Administration (MBA) students, Johnson Master of Professional Studies (MPS) students, graduate students, seniors and juniors.
    Add/Drop dates: 9:00am, January 19, 2027 - 11:59pm, February 1, 2027, with an additional add/drop period 9:00am, March 17, 2027 - 11:59pm, March 24, 2027. Students are required to obtain faculty permission to add/drop after March 24, 2027. If you drop after April 14, 2027, you will also receive a “W” on your transcript.