EPS Deep Dive:
Cliff Effects, Tax Shields & Stock Dilution Explained
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
1 hour
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Course overview
This comprehensive playlist unpacks the most complex and misunderstood aspects of earnings per share (EPS) analysis. Covering everything from EPS normalization and deferred tax effects to cliff events, dual-class shares, M&A-driven contingent issuances, and dilution from options, convertibles, RSUs, and restricted stock, it equips investment analysts with the tools to decode per-share metrics accurately.
You’ll learn how to model step-changes, apply the Treasury Stock Method, and interpret EPS in light of different capital structures. Ideal for those preparing equity research, valuation models, or credit assessments, the series blends clarity with technical depth.
You’ll learn how to model step-changes, apply the Treasury Stock Method, and interpret EPS in light of different capital structures. Ideal for those preparing equity research, valuation models, or credit assessments, the series blends clarity with technical depth.
What's included?
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8 videos
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Unlock the truth behind EPS with this advanced playlist on dilution mechanics, tax distortions, and earnings per share clarity.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
Perfect for investment analysts, finance students, and valuation professionals, this series demystifies the hidden traps in EPS modeling. Whether you're working on equity research, M&A models, or corporate finance cases, these videos sharpen your understanding of per-share metrics and their real-world distortions.
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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Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #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 #1, ranked 10x 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.