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 11–15 of 15 · filtered from 100Clear filters
  1. 063In rapid pitches to a hiring manager, defend a long on Quintara Hospitals and a short on Selvoro Diagnostics in five minutes, with one driver and one number each.Stock pitchCoreFidelity InvestmentsToronto · 2024
  2. 073How would you analyse a stock? Walk the data sheet of Drishvan Cables, from the business to the numbers to the valuation, and end with a view.Stock pitchCoreJefferiesNew York · 2026
  3. 085An Indian IT exporter earns 80% of its revenue in dollars. The rupee strengthens from 84 to 80 and half the exposure is hedged at 83. What happens to rupee revenue and margin?Macro and commodity sensitivityCoreState StreetBoston · 2020
  4. 088Pitch a hotel company in three minutes, using revenue per available room as the spine: room rate up 5%, occupancy from 70% to 74%, and 60% of costs fixed.Stock pitchCoreWellington ManagementHong Kong · 2022
  5. 098Write a one-page investment memo on a PVC pipe maker trading at 32x earnings, with revenue of Rs 3,100 crore, 30,000 dealers and resin prices that swing 25% a year. What goes in each section?Stock pitchCoreFidelity InvestmentsToronto · 2026

Company names and figures are illustrative.