Equity Valuation & Analysis

This website contains software, case materials, quizzes and other resources to be used in conjunction with the textbook Equity Valuation and Analysis, coauthored by Russell Lundholm and Richard Sloan.

Use the links on the left to navigate the site.

These resources are provided exclusively for educational purposes and are not intended to provide investment advice of any description including but not limited to recommendations or offers to buy or sell securities mentioned. We offer these additional resources free of charge, without support and with no expressed or implied warranties.

Recent Updates:

October 2024: eVal with data updated for SEC 2024 Q3 filings  (see "eVal 6 workbook with XBRL data" on Software page)

Aug. 2024: New case added "Name That Credit Rating" (see Case 19 on Cases page)

July 2024: eVal with data updated for SEC 2024 Q2 filings  (see "eVal 6 workbook with XBRL data" on Software page)

Jan. 2024: Analyzing Apple Case updated for 2024  (see Case 3 on Cases page)

Jan. 2024: New Quiz for Wingstop added (see Quizzes page)

Dec. 2023: New Non-GAAP Case Added "Will the Real Earnings Number Please Stand Up"  (see Case 28 on the Cases page)

May 2023: New Sixth Edition of Equity Valuation & Analysis now available (click here for details)