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
Showing 1–5 of 5 · filtered from 100Clear filters
- 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.Millennium ManagementNew York · 2023
- 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.Millennium ManagementNew York · 2024Point72central · 2025Balyasny Asset ManagementNew York · 2026BarclaysNew York · 2026Wellington ManagementHong Kong · 2022Wells Fargo SecuritiesCharlotte · 2025
- 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?Insight PartnersNew York · 2022Insight PartnersNew York · 2023Warburg PincusNew York · 2025
- 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.Neuberger BermanLondon · 2022
- 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.MSCIAnonymous interview candidate in · 2013
Company names and figures are illustrative.