Global Equity Valuation Competition - 2026

The world’s toughest equity valuation competition for future financial stars

Registration Deadline: January 10, 2026 

This competition assesses how participants think, value, and defend investment decisions and goes beyond model building. Participants receive personal guidance from Dr. Andrew Stotz, CFA.

Event Overview

The Global Equity Valuation Competition is a competitive, analyst-style challenge designed to assess how participants think about valuation, not just how they build models.

The contest is designed and hosted by Dr. Andrew Stotz, ranked #1 Analyst in Thailand and two-time President of CFA Society Thailand. The structure, evaluation standards, and expectations reflect the level of rigor used by professional equity analysts in real markets.

Participants will work through real-world valuation scenarios that require sound assumptions, disciplined analysis, and clear communication of investment judgment.

Eligibility & Participation Guidelines 

Who can participate

Open to students and professionals interested in equity analysis, valuation, or investing

Registration format

Participants must register as individuals

Recommended background knowledge

A working knowledge of financial statements and basic valuation concepts is recommended

Use of information and tools

All submissions must be original, independently completed work; public information may be used, but copied research, AI-generated reports, and pre-existing valuation templates are not allowed.

The competition adheres to the analytical discipline emphasized by Dr. Andrew Stotz, reflecting the standards commonly expected within the CFA community and professional research environments.

Round 1

  • Participants must choose any listed company of their choice and submit an original equity research report that includes an industry overview, a clear description of the business model, a breakdown of revenue streams, identification of key value drivers, discussion of the main investment stories, assessment of key risks, detailed financial assumptions and forecasts, the valuation methodology used, and a clearly stated final investment conclusion.  

     

  • Participants must also submit a two-minute video pitch clearly summarizing the investment thesis and valuation insight.

     

  • Submissions will be evaluated based on analytical quality, sound assumptions, and clarity of communication.

     

  • Shortlisted participants will advance to Round 2.
     

Round 2

  • Finalists will deliver a live 15-minute presentation outlining their valuation framework, assumptions, risks, and investment recommendation.

     

  • Each presentation will be followed by a 5-minute question-and-answer session with the judging panel.

     

  • Round 2 presentations will be broadcast live on Dr. Stotz’s YouTube, LinkedIn, and Facebook channels.

     

  • Final rankings will be determined based on depth of analysis, judgment, and the ability to defend conclusions.  


     

 

 

 

 

 

Submission format

Round 1 submission must include a PDF equity research report and a two-minute video pitch provided as a file or private link.


Round 2 submission must include a detailed equity research report in PDF format.
 

Important Dates & Deadlines

  • JANUARY 10, 2026

    Registration Deadline

  • JANUARY 25, 2026

    Round 1 Submission Deadline

  • JANUARY 31, 2026

    Round 2 live presentations

  • FEBRUARY 3, 2026

    Final results announced

Rewards & Recognition

Winner

Awarded with access to the Valuation Master Class Boot Camp worth US$2,997


One private 1-on-1 live mentoring session with Dr. Stotz


Access to Achieve your goals and Invest like a Pro course designed by Dr. Stotz

 

Winner certificate and featured spotlight across A. Stotz Investment Research platforms

 

First runner-up

Awarded with access to the Valuation Master Class Boot Camp worth US$2,997

 

Access to Achieve your goals and Invest like a Pro course designed by Dr. Stotz


Certificate of recognition by

Dr. Stotz

Second runner-up

Awarded with access to the Valuation Master Class Boot Camp worth US$2,997

 

Access to the “Achieve Your Goals” course


Certificate of recognition by Dr.Stotz

*Valuation Master Class Boot Camp graduates aren't eligible for the competition.

Why Participate?

This competition mirrors how equity research is conducted in professional investment roles. It culminates in a complete, professional-grade equity research report covering the business, industry, assumptions, valuation, risks, and final investment view.

 

Direct, hands-on guidance from Dr. Stotz is provided throughout on structuring research, making valuation decisions, and presenting investment conclusions to professional standards.

 

Finalists present their work live on Dr. Stotz’s YouTube, LinkedIn, and Facebook channels, gaining experience defending investment ideas in a public, professional setting.

 

What you will get

Learn how to read financial statements, make forecasting assumptions, and handle advanced valuation topics just like a professional financial analyst does it

 

Gain competence and practical experience in valuation and sharpen your analytical skills by applying finance theories to real-world problems

 

Learn valuation frameworks, tools, and techniques developed by Dr. Stotz over the past 30 years that will set you apart

 

 

Selected candidates will be notified via email

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