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 11–20 of 29 · filtered from 100Clear filters
  1. 032Madhurima Confectionery trades at 45x earnings. Run a reverse DCF to find the growth the price already assumes, compare it with consensus, and decide whether it makes a long pitch.Investment evaluation and pitchesCoreMillennium ManagementNew York · 2024Point72central · 2025Balyasny Asset ManagementNew York · 2026BarclaysNew York · 2026Wellington ManagementHong Kong · 2022Wells Fargo SecuritiesCharlotte · 2025
  2. 034A pharma distributor asks its bank for a working capital limit. Size the limit under the second method of lending and under the turnover method, and say which you would trust.Credit analysis and lendingCoreDeutsche BankNew York · 2024
  3. 037A listed group owns a cement business, a chemicals business and a stake in a listed finance company. Build the sum of the parts and the implied conglomerate discount.ValuationCoreDeutsche BankMumbai · 2024
  4. 038Walk through what an AI model company's income statement probably looks like. Where does training compute belong, and what revenue does it need to break even?Financial statement analysisCoreLazardSan Francisco · 2026
  5. 039A dairy business is for sale at 10x the seller's adjusted EBITDA. Build the buyer's quality of earnings view of the add-backs.Earnings quality and adjustmentsCoreHoulihan LokeyNew York · 2026Moelis & CompanyNew York · 2026
  6. 041Anantya Credit gives you default counts for three loan vintages of different ages. Estimate the lifetime default rate and expected loss on the youngest vintage, and judge the provision held against it.Credit analysis and lendingCoreJane StreetLondon · 2025Jane StreetLondon · 2025
  7. 044Kumudini Hotels can spend Rs 25 crore renovating 200 rooms to lift the room rate by Rs 1,200. Compute the IRR of the renovation and the occupancy it would need to clear a 12% hurdle.Capital budgetingCorePIMCOMunich · 2024
  8. 053Krishivan AgriTech raises Rs 300 crore at a Rs 3,000 crore pre-money valuation, with revenue growing from Rs 250 crore and an exit at 4x revenue in year 5. What return does the investor make, and what must go right?Investment evaluation and pitchesCoreInsight PartnersNew York · 2022Insight PartnersNew York · 2023Warburg PincusNew York · 2025
  9. 054Dhalai Castings wants a Rs 200 crore, 7-year term loan at 10% for a new plant, with projected DSCR of 1.15x. Would you lend, and on what conditions?Credit analysis and lendingCoreScotiabankCity of London · 2026ScotiabankToronto · 2026
  10. 062How would you value Doorsanchar Networks, a telco at 7x EBITDA with capex equal to half of EBITDA, against Pankhudi Software, growing 35% at 8x revenue? Which methods fit each, and why is EV/EBITDA misleading for the telco?ValuationCoreCredit SuisseSydney · 2020

Company names and figures are illustrative.