Financial Analysis case studies, worked step by step

Cases
100
Traced to a firm
63
Topics
14
Hard
30
Topic
All topicsCredit analysis and lending14Budgeting, variance and reporting8Valuation9Financial statement analysis6Earnings quality and adjustments6Working capital and cash flow6M&A and corporate development7Costing, pricing and unit economics6Investment evaluation and pitches9Leveraged buyouts7Capital budgeting6Forecasting and scenarios5Financing, capital structure and treasury6Distress and restructuring5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–2 of 2 · filtered from 100Clear filters
  1. 019Place an apparel retailer on a rating grid using debt to EBITDA and FFO to debt, first as reported and then with store leases treated as debt.Credit analysis and lendingWarm upS&P GlobalChicago · 2022Truist SecuritiesAtlanta · 2024
  2. 083A cyclical metals company must meet a trough interest cover test and a normal-year leverage test. How much debt can it carry, and which test binds?Credit analysis and lendingWarm upMoody'sHong Kong · 2018

Company names and figures are illustrative.