Free Cash Flow and ROIC: A Practical Guide to Investment Analysis

Author:
Geoff Robinson
Level:
Intermediate to advanced
Study time:
50 minutes

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Course overview

This playlist explores five essential tools for evaluating business performance and investment quality. Learn what free cash flow measures, how ROIC compares with the cost of capital, why incremental returns matter, how cash flow statements reveal a company's life cycle, and how consensus revisions track changing expectations for capital spending.

What's included?

5 videos
Master the metrics that reveal business quality, value creation, and changing investor expectations.
Insights from a #1 ranked data-driven analyst

Who should watch this playlist?

Designed for investment analysts, equity researchers, finance students, and aspiring portfolio managers, this playlist develops practical skills in financial statement analysis, capital allocation, and valuation. Learners will understand how to assess cash generation, evaluate returns on invested capital, interpret business maturity, and monitor changing market expectations to support more informed investment decisions.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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What a little gem in the world of financial training. Not the usual rehashed academic stuff, but realistic, practical, immediately applicable, well explained, young and modern financial content

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10× No.1 ranked analysts EMEA Institutional Investor Survey

ABOUT Geoff

Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was ranked 10× No.1 in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.

All tools, content, and models on TheInvestmentAnalyst.com and InsightOne are provided for educational and illustrative purposes only. They do not constitute investment, tax, or legal advice, nor a personal recommendation, offer, or solicitation to buy or sell any investment. Capital is at risk, past performance is not a reliable indicator of future results, and outputs depend on the assumptions and inputs supplied. Some material may be AI-generated or AI-assisted and should be independently verified. Neither platform is authorised or regulated by the Financial Conduct Authority. Before acting on any information you see here, carry out your own research and, where appropriate, seek advice from a suitably qualified, FCA-authorised adviser.

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