Fagun Patel
Chicago,
Summary
Early-career Equity Research Analyst with strong foundation in financial modeling, valuation, and sector research. Experienced in building earnings models, conducting peer benchmarking, and producing actionable stock recommendations. Skilled in Bloomberg, Capital IQ, and Excel with proven ability to translate data into clear investment insights.
Overview
3
3
years of professional experience
Work History
Equity Research Trainee
The Valuation School Bootcamp
04.2025 - Current
- Produced coverage-style reports on specialty chemicals sector with 3-year demand and pricing outlook.
- Built equity valuation models (DCF, comps) for Pidilite & peers, achieving
- Synthesized concalls & management commentary, improving earnings model accuracy by 10%.
- Identified 10–12% valuation gaps versus benchmarks, supporting investment thesis validation.
Financial Analyst
Vinakom Communications
01.2023 - 04.2025
- Built revenue & ARPU forecasting models adopted in investment case analysis.
- Improved EPS forecast accuracy by 8–10% through refined financial modeling.
- Delivered scenario-based projections reducing >$20M in potential risks.
- Partnered with leadership on earnings reviews, influencing capital allocation decisions.
Valuation Team Member
UIUC
07.2022 - 12.2022
- Conducted peer benchmarking for M&A valuation in consumer sector, highlighting 15% premium growth vs. peers.
- Built valuation models (DCF, comps, precedents) deriving $1.2B–$1.4B EV range.
- Supported M&A pitch deck preparation, highlighting synergies and growth levers.
Education
Master of Science - Finance
University of Illinois – Champaign Urbana
Champaign, IL01.2022
Bachelor of Technology - Mechanical Engineering
NMIMS University
Mumbai01.2016
Skills
- Equity Research & Sector Coverage
- Valuation (DCF, Comps, Precedent Transactions)
- Financial Modeling & Forecasting
- Earnings & Industry Analysis
- Investment Thesis & Stock Recommendations
- Report Writing & Client Presentations
- Tools: Bloomberg, Capital IQ, Refinitiv, Advanced Excel
Timeline
Equity Research Trainee
The Valuation School Bootcamp
04.2025 - Current
Financial Analyst
Vinakom Communications
01.2023 - 04.2025
Valuation Team Member
UIUC
07.2022 - 12.2022
Master of Science - Finance
University of Illinois – Champaign Urbana
Bachelor of Technology - Mechanical Engineering
NMIMS University
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