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 1–10 of 50 · filtered from 100Clear filters
  1. 003You get three years of partly blank statements for a machine tool maker. Fill them in, forecast free cash flow, and value the business.ValuationCoreHarris WilliamsRichmond · 2026Harris WilliamsRichmond · 2018
  2. 004Two hospital chains earn 16% and 12% on equity. Run a DuPont on both, explain the gap, and say which lever the weaker one should pull.Financial statement analysisCoreCredit SuisseMumbai · 2020
  3. 005An infrastructure contractor raises its cost estimate on a contract that is 60% complete. How much profit is reversed this year, and what changes if the contract turns loss-making?Earnings quality and adjustmentsCoreBig FourEquity research
  4. 009Pitch a telecom tower company on the thesis that 5G lifts tenancy from 1.6 to 2.0 per tower. Quantify the upside and the risks.Investment evaluation and pitchesCoreMillennium ManagementNew York · 2023
  5. 012A commerce college can add seats and raise fees, or launch an executive programme. Forecast three years of revenue for each and choose.Forecasting and scenariosCoreHarris WilliamsRichmond · 2018
  6. 013A logistics company wants to buy a business for Rs 800 crore. Should it pay with cash, debt, new shares or a mix, given a 3.0x leverage covenant?Financing, capital structure and treasuryCoreMoody'sNew York · 2022
  7. 017A cement plant missed budgeted EBITDA by Rs 32.75 crore while selling 15% fewer tonnes. Use a flexed budget to split the variance.Budgeting, variance and reportingCoreCorporate FP&ACost accounting
  8. 020A home care company buys a personal care brand with cheap debt. The deal lifts EPS 6.6%. Does it create value?M&A and corporate developmentCoreBank of AmericaLondon · 2026J.P. MorganNew York · 2025
  9. 021A paper LBO with a dividend recap in year 3. What exit multiple does the sponsor need for a 25% IRR, and what did the recap really do?Leveraged buyoutsCoreMoelis & CompanyNew York · 2023Moelis & CompanyNew York · 2023
  10. 022Compare an AI model company burning cash with a mature software company. Which multiple fits each, and what revenue multiple gap is justified?Financial statement analysisCoreEvercoreNew York · 2026EvercoreNew York · 2026

Company names and figures are illustrative.