Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Financial Modeling Starbucks: Analyze & Forecast

EDUCBA via Coursera

Go to class Write review

Overview

Google, IBM & Meta Certificates – 40% Off

One plan covers every Professional Certificate on Coursera.

Unlock All Certificates

Build practical financial modeling skills by analyzing and valuing Starbucks using real-world financial data. In this course, you will learn how to review historical financial performance, evaluate financial ratios, identify revenue and cost drivers, and develop forecasting assumptions that support accurate financial models. You will then construct integrated income statements, cash flow statements, equity schedules, and balance sheets before applying a Discounted Cash Flow (DCF) valuation to estimate enterprise value. Designed for learners interested in corporate finance, investment banking, equity research, and financial analysis, this course provides a structured, hands-on approach to end-to-end financial modeling. Using Starbucks as a case study, you will explore how operational factors such as sales growth, cost structures, working capital, and depreciation influence financial performance and valuation. By the end of the course, you will be able to analyze historical financial data, build forecasting assumptions, create fully integrated financial statements, reconcile a balanced financial model, and perform a DCF valuation using free cash flows and WACC. If you want to strengthen your financial modeling and valuation skills through a practical, company-based case study, this course provides a clear and systematic learning experience.

Syllabus

Financial Analysis and Forecasting

This module lays the groundwork for Starbucks’ financial modeling by focusing on historical data, ratio analysis, revenue drivers, cost structures, and forecasting fundamentals. Learners will analyze past performance, evaluate profitability using financial ratios, identify key revenue and cost drivers, and forecast working capital and depreciation. By mastering these skills, they will be able to create accurate financial assumptions that form the backbone of advanced modeling.

Financial Statements and Valuation

This module focuses on integrating the three financial statements and performing valuation. Learners will build income statements, equity schedules, and cash flow statements before linking them to a balanced financial model. Finally, they will implement a Discounted Cash Flow (DCF) valuation to estimate Starbucks’ enterprise value. This module emphasizes the ability to interpret, connect, and value financial data for strategic decision-making.