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 1–2 of 2 · filtered from 100Clear filters
  1. 061Aurevik Foods buys Zestora Naturals, a direct to consumer brand, for 6x sales. Zestora's operating profit is small but growing 30% a year. How many years until the deal earns Aurevik's 12% cost of capital?Capital allocation and corporate actionsHardBuy-side equity researchHedge fund long/short
  2. 086A group is demerging its consumer arm, which peers value at 30x EBITDA, from its chemicals arm, valued at 12x. The group trades at 14x. How much value could the split unlock?Capital allocation and corporate actionsHardSell-side equity researchIndian brokerage research

Company names and figures are illustrative.