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 1–3 of 3 · filtered from 100Clear filters
  1. 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
  2. 064Pellora Cooling sells 40% of its annual volume in April to June, and first-quarter revenue is up 30% on a heatwave. Why is multiplying the quarter by four wrong, and what is a sensible full-year number?Earnings and resultsWarm upSell-side equity researchIndian brokerage research
  3. 099An appliance maker raised prices 5% from the second month of a quarter in which revenue was Rs 900 crore. At flat volumes, how much extra revenue does the full-quarter effect add next quarter?Earnings and resultsWarm upSell-side equity researchIndian brokerage research

Company names and figures are illustrative.