[Series 65] 25, Equity Valuation Methods

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The core distinction between fundamental analysis (evaluating a business's intrinsic health) and technical analysis (evaluating market trends and price charts) for the Series 65 exam. - How the P/E ratio is used to assess if a stock is overvalued or undervalued, and its typical association with growth and value companies. - Why the PEG ratio provides a more complete picture than the P/E ratio by incorporating the company's earnings growth rate. - The conceptual basis of the dividend discount model, which values a stock based on the present value of its future dividend payments. - The meaning of book value and how the price-to-book ratio can be used to identify potentially undervalued securities. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep