Equity Research case studies, worked step by step

Cases
100
Traced to a firm
30
Topics
12
Hard
30
Topic
All topicsStock pitch15Earnings and results9Forecasting and modelling10DCF and intrinsic value9Relative valuation7Financials6Sector economics9Forensic accounting9Industry structure and moats7Macro and commodity sensitivity7Capital allocation and corporate actions7Buy-side portfolio judgement5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–4 of 4 · filtered from 100Clear filters
  1. 025Pitch Mirelia Foods, a packaged snacks maker with revenue of Rs 1,500 crore growing 11%, a 16% EBITDA margin and a P/E of 38x. Then answer the three follow-ups: why now, what is priced in, and what would make you wrong.Stock pitchWarm upPoint72central · 2025
  2. 039Twenty-minute investing case with rapid-fire questions: Sarvaka Consumer's revenue grew 9% against 12% expected, the EBITDA margin beat, EPS beat by 3% on other income, and the stock fell 4%. Answer six quick questions crisply.Earnings and resultsWarm upFidelity InvestmentsToronto · 2024
  3. 050Present a short stock pitch on Nerolia Jewellers: stores rising from 40 to 60, same-store sales growth of 8%, gold price moves passed through, inventory funded partly by gold loans. One paragraph of thesis and one risk.Stock pitchWarm upAmundiBotson · 2022
  4. 075On the spot, give a two-line thesis on Aeronvik Aerospace after a quality grounding cut deliveries from 400 to 280 aircraft, and name the one number that would change your view.Stock pitchWarm upSchrodersNew York · 2025

Company names and figures are illustrative.