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 41–50 of 50 · filtered from 100Clear filters
  1. 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
  2. 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
  3. 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
  4. 086A microfinance lender has 30% of its book in one state where loan waiver talk is breaking repayment discipline. Stress that state for an 8% default rate with a 60% loss, and show what it does to profit, returns and capital.Forecasting and scenariosCoreRating agenciesBank credit
  5. 087A vehicle lender earns a 15% yield, pays 9% on borrowings of five sixths of its assets, spends 3% on operations and loses 1.5% to credit costs. Compute ROA and ROE, then find what each single lever must do to reach a 16% ROE.Financial statement analysisCoreRating agenciesBank credit
  6. 089A group reports Rs 800 crore of consolidated cash and Rs 1,500 crore of parent debt. The cash sits in a joint venture, a regulated subsidiary, an overseas unit and the parent. How much is really available, and what is true net debt?Working capital and cash flowCoreTreasuryRating agencies
  7. 094A new mill budgeted at Rs 400 crore cost Rs 520 crore: steel escalation, scope additions and interest during a nine-month delay. Decompose the overrun and restate the project's IRR.Budgeting, variance and reportingCoreCorporate FP&ACorporate finance
  8. 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
  9. 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
  10. 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.