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 21–29 of 29 · filtered from 100Clear filters
  1. 069Hiranya Chemicals is issuing a five-year 9.5% bond from its holding company while its single plant and bank debt sit in a subsidiary, 60% of revenue is in dollars and promoters have pledged 40% of their shares. Identify every relevant risk and quantify the currency and structural ones.Credit analysis and lendingCoreNuveenChicago · 2025
  2. 076A private equity fund reports a 14% net IRR after seven years against an index that returned 13% a year. Using its paid-in capital, distributions and NAV, compute DPI, RVPI and TVPI and judge the fund.Investment evaluation and pitchesCoreNeuberger BermanLondon · 2022
  3. 078Two floating-rate, interest-only property loans of similar size: an office tower and a shopping mall. Compute LTV, debt yield and DSCR, stress for a 150 basis point rate rise, and say which you would rather hold.Credit analysis and lendingCorePIMCOMunich · 2024
  4. 080You are shown a deck to buy a labels business for Rs 1,050 crore against a standalone value of Rs 800 crore, with the gap closed by cost and revenue synergies. What share of the revenue synergies must arrive for the deal to break even?M&A and corporate developmentCoreMoelis & CompanyNew York · 2026
  5. 081In a buyout, the founder rolls over part of his stake and management gets options that vest only above a value hurdle. What does the founder receive at three exit values, and how do rollover and options differ?Leveraged buyoutsCoreCitiNew York · 2026
  6. 084A fire and safety equipment maker has no direct listed peer. Using three adjacent peer sets with different growth and margins, build a comps set and a defensible EV/EBITDA multiple.ValuationCoreNomuraSan Francisco · 2026
  7. 098A business park leases 5 lakh sq ft at Rs 90 a month with 85% occupancy. Value it at an 8% cap rate, then test the value per square foot against a replacement cost of Rs 8,000.ValuationCoreMorgan StanleyLondon · 2025
  8. 099A trust has Rs 100 crore to spread across liquid, short-duration debt, large-cap and flexi-cap funds. It spends Rs 6 crore a year and can bear a 10% fall in a bad year. Propose an allocation.Investment evaluation and pitchesCoreMSCIAnonymous interview candidate in · 2013
  9. 100A steel trader seeks an asset-based loan against receivables, inventory and machinery, with aged debts, one oversized customer and slow-moving stock. Compute the borrowing base and say how much you would lend.Credit analysis and lendingCoreTruist SecuritiesAtlanta · 2023

Company names and figures are illustrative.