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 1–5 of 5 · filtered from 100Clear filters
  1. 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
  2. 023A consumer company's sales to distributors rose 25% while distributors' sales to shops rose 8%. How much revenue was pulled forward, and what happens next quarter?Earnings quality and adjustmentsCoreForensic and auditEquity research
  3. 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
  4. 057Lekhani Software capitalises 40% of its R&D while its peers expense all of theirs. Restate EBITDA and EBIT on a comparable basis.Earnings quality and adjustmentsCoreEquity researchBig Four
  5. 073Reshamdhara Textiles sells 22% of its revenue to a promoter-owned distributor at prices 8% above arm's length, paid in 150 days against 45 for other customers. Restate revenue, margin and working capital at arm's length.Earnings quality and adjustmentsCoreForensic and auditRating agencies

Company names and figures are illustrative.