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 1–3 of 3 · filtered from 100Clear filters
- 018Pitch a pair trade between two listed retailers: which do you buy, which do you short, and what would make you wrong?Bank of AmericaNew York · 2023Morgan StanleyTokyo · 2025
- 064You hold an LP stake in Dhruvtara Opportunities Fund with Rs 36 crore of NAV and Rs 20 crore still to be called. A secondary buyer targeting 15% makes an offer. What price would you accept?Baupost GroupBoston · 2018Baupost GroupBoston · 2018
- 085You are long a defence electronics stock that has no close listed peer. Given its betas, R-squared and residual volatility, how would you hedge it, how large is the hedge, and what risk is left?Balyasny Asset ManagementNew York · 2026
Company names and figures are illustrative.