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 11–20 of 63 · filtered from 100Clear filters
  1. 016A logistics company will generate Rs 50 crore of free cash flow next year, growing 15% a year to year 5 and 5% after. What is it worth, and how much comes from the terminal value?ValuationWarm upHPS Investment PartnersNew York · 2025
  2. 018Pitch a pair trade between two listed retailers: which do you buy, which do you short, and what would make you wrong?Investment evaluation and pitchesHardBank of AmericaNew York · 2023Morgan StanleyTokyo · 2025
  3. 019Place an apparel retailer on a rating grid using debt to EBITDA and FFO to debt, first as reported and then with store leases treated as debt.Credit analysis and lendingWarm upS&P GlobalChicago · 2022Truist SecuritiesAtlanta · 2024
  4. 020A home care company buys a personal care brand with cheap debt. The deal lifts EPS 6.6%. Does it create value?M&A and corporate developmentCoreBank of AmericaLondon · 2026J.P. MorganNew York · 2025
  5. 021A paper LBO with a dividend recap in year 3. What exit multiple does the sponsor need for a 25% IRR, and what did the recap really do?Leveraged buyoutsCoreMoelis & CompanyNew York · 2023Moelis & CompanyNew York · 2023
  6. 022Compare an AI model company burning cash with a mature software company. Which multiple fits each, and what revenue multiple gap is justified?Financial statement analysisCoreEvercoreNew York · 2026EvercoreNew York · 2026
  7. 026Anantam Packaging can add a production line for Rs 100 crore. Build its NPV at a 12% WACC as a cash flow vector times a discount factor vector, and say whether to go ahead.Capital budgetingWarm upMoody'sNew York · 2018
  8. 027Kaustubh Software borrows a Rs 600 crore unitranche at 5.0x EBITDA with a PIK toggle. If it pays in kind for three years while EBITDA grows 10% a year, what are debt and leverage at the end, and what should the lender make of it?Credit analysis and lendingCoreAres ManagementLos Angeles · 2026
  9. 028Vayuvega Wind needs Rs 1,500 crore for new capacity. It is close to its leverage covenant and is listed both in India and overseas at different multiples. Should it raise debt or equity, and in which market?Financing, capital structure and treasuryHardCredit SuisseAnonymous interview candidate in · 2021
  10. 029A business school run through a trust is for sale. Why should a buyer buy it, and at what price?ValuationCoreWellington ManagementBoston · 2024

Company names and figures are illustrative.