Introduction to Applied Security Analysis
Introduction to Applied Security Analysis focuses on industry analysis, security selection, identifying value drivers, and communicating investment ideas to portfolio managers.
Summary
Recent recorded grades — Fall 2023: 3.80 GPA, 86.7% A/AB (n=15 letter grades); Fall 2024: 3.87 GPA, 86.7% A/AB (n=15 letter grades); Fall 2025: 3.94 GPA, 94.4% A/AB (n=18 letter grades).
What you’ll be able to do
Apply an analytical framework to a security selection process, including identifying and forecasting key drivers of company performance.
Produce a three-statement financial model with relevant ratios and forward-looking forecasts.
Apply absolute and relative valuation approaches to companies to assist with making investment decisions.
Articulate how analysts conduct field research, including sources frequently used in researching companies, management teams and industries.
Formulate an investment thesis statement and persuasively communicate the recommendation to others.
Establish a network of contacts and relationships in the investment community through the interview process and by participating in alumni and industry events.
Source: UW Guide
Grade history
↗All recorded terms · compare terms & instructors
Prerequisites
Course mapDeclared in Finance, Investment and Banking: Applied Security Analysis, MBA or Finance, Investment and Banking: M. S.
- Declared in Finance, Investment and Banking: Applied Security Analysis
- MBA
“Used by” includes alternatives; linked courses may have other requirements. This is a best-effort interpretation; check the catalog requirements above.
Prerequisite text tree
- Any of
- Declared in Finance, Investment and Banking: Applied Security Analysis
- MBA
Professors
Spring 2027No instructors recorded for this selection.
Historical instructors & teaching patterns
Recorded history may be incomplete and does not establish a future schedule.
Calendar & sections
Spring 2027Schedule loads here as you scroll.
| Section | Mode | Enrolled / capacity | Waitlist |
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Meeting source records
Student experience
the class
Recent recorded grades — Fall 2023: 3.80 GPA, 86.7% A/AB (n=15 letter grades); Fall 2024: 3.87 GPA, 86.7% A/AB (n=15 letter grades); Fall 2025: 3.94 GPA, 94.4% A/AB (n=18 letter grades).
difficulty & workload
No workload feedback recorded.
Topics
- Industry analysis and security selection
- Identification of value drivers
- Financial modeling and forecasting
- Valuation approaches
- Field research methods
Skills
- Constructing three-statement financial models and calculating ratios
- Applying absolute and relative valuation approaches for investment decisions
- Conducting field research on companies, management teams, and industries
- Formulating investment theses and communicating recommendations
Grades
Latest available · Fall 2025— not enough history to project Spring 2027.
Grade distribution · % of letter grades
Grades over time
Through Fall 2025
More grade details Grade mix, volume & source data
Not enough comparable courses for Spring 2027 in UW–Madison.
Sources & history
Catalog & offerings
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Explore recorded gradesRecorded 2026-10-14
Model outputs & technical records
LLM outputs across runs
Full model traces
Recorded model configuration, reasoning, and tool conversations.
Model & dataset provenance
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