# [Series 65] 25, Equity Valuation Methods

Page: https://stenobird.com/podcast/open-exam-prep-7140559/series-65-25-equity-valuation-methods
Text version: https://stenobird.com/podcast/open-exam-prep-7140559/series-65-25-equity-valuation-methods.md
Podcast: [Open Exam Prep](https://stenobird.com/podcast/open-exam-prep-7140559)
Published: 2026-04-18T01:01:53+00:00
Episode link: https://open-exam-prep.captivate.fm/episode/series-65-25-equity-valuation-methods
Audio file: https://episodes.captivate.fm/episode/0a598ff9-7282-40eb-831f-89c3bf0a7070.mp3
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JSON: https://stenobird.com/v1/public/podcasts/open-exam-prep-7140559/episodes/series-65-25-equity-valuation-methods
Duration seconds: 234

## Resource

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

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## Transcript

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