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 11–14 of 14 · filtered from 100Clear filters
- 078Two floating-rate, interest-only property loans of similar size: an office tower and a shopping mall. Compute LTV, debt yield and DSCR, stress for a 150 basis point rate rise, and say which you would rather hold.PIMCOMunich · 2024
- 083A cyclical metals company must meet a trough interest cover test and a normal-year leverage test. How much debt can it carry, and which test binds?Moody'sHong Kong · 2018
- 090A construction company with a large order book, 200 days of receivables and Rs 300 crore overdue from state agencies asks for a Rs 400 crore loan. Value it at 6x EBITDA and decide whether to lend.Bain CapitalNew York · 2024
- 100A steel trader seeks an asset-based loan against receivables, inventory and machinery, with aged debts, one oversized customer and slow-moving stock. Compute the borrowing base and say how much you would lend.Truist SecuritiesAtlanta · 2023
Company names and figures are illustrative.