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. 003Model test: build one year of income statement, balance sheet and cash flow for Ombrano Packaging from a handful of drivers, and make the balance sheet balance.Forecasting and modellingHardSell-side equity researchMulti-manager pod
  2. 028Case study, then a debrief with the portfolio manager: Telvarra Telecom raises tariffs 15% and expects to lose 3% of subscribers. Model the effect on revenue and EBITDA, and defend it.Forecasting and modellingHardHedge fund long/shortMulti-manager pod
  3. 053Design a model to forecast three years of rental income for Stavrina Office REIT, whose in-place rents sit below market. Build it and name the drivers you would test.Forecasting and modellingHardTwo SigmaNew York · 2025

Company names and figures are illustrative.