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 1–2 of 2 · filtered from 100Clear filters
  1. 025Three customers look equally profitable when overhead is spread by revenue. Re-cost them by the deliveries and returns they cause.Costing, pricing and unit economicsHardCost accountingCorporate FP&A
  2. 075Sanchay HR Cloud has Rs 300 crore of revenue, a 68% gross margin and an EBITDA margin of minus 14%, with 15% churn and a 30-month CAC payback. Management wants a 10% margin in two years while growing 25% a year. Which levers, in which order?Costing, pricing and unit economicsHardHoulihan LokeyNew York · 2026

Company names and figures are illustrative.