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 21–30 of 100
  1. 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
  2. 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
  3. 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
  4. 024A carmaker stretches supplier payment from 60 to 120 days through a bank programme and operating cash flow jumps Rs 1,200 crore. Is that free cash flow, and is it debt?Working capital and cash flowCoreRating agenciesTreasury
  5. 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
  6. 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
  7. 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
  8. 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
  9. 029A business school run through a trust is for sale. Why should a buyer buy it, and at what price?ValuationCoreWellington ManagementBoston · 2024
  10. 030A D2C skin care brand adds 10,000 new customers a month, and each cohort keeps reordering at a declining rate. What is revenue in month 6?Forecasting and scenariosWarm upCorporate FP&ABusiness finance

Company names and figures are illustrative.