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 31–40 of 100
  1. 031A back office processed 1,20,000 transactions with more hours and a higher hourly rate than standard. Split the labour overrun into rate and efficiency variances, and say which matters more.Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A
  2. 032Madhurima Confectionery trades at 45x earnings. Run a reverse DCF to find the growth the price already assumes, compare it with consensus, and decide whether it makes a long pitch.Investment evaluation and pitchesCoreMillennium ManagementNew York · 2024Point72central · 2025Balyasny Asset ManagementNew York · 2026BarclaysNew York · 2026Wellington ManagementHong Kong · 2022Wells Fargo SecuritiesCharlotte · 2025
  3. 033A power company's holding company owes Rs 1,000 crore and its operating company owes Rs 2,000 crore on Rs 2,400 crore of value. What do holdco creditors recover with no guarantee, and with an unsecured upstream guarantee?Distress and restructuringHardHoulihan LokeyNew York · 2025
  4. 034A pharma distributor asks its bank for a working capital limit. Size the limit under the second method of lending and under the turnover method, and say which you would trust.Credit analysis and lendingCoreDeutsche BankNew York · 2024
  5. 035A freight company buys a shipping services business half in shares and half in debt, and purchase accounting creates Rs 600 crore of amortisable intangibles. Compute the cash and reported EPS impact.M&A and corporate developmentHardPoint72New York · 2025
  6. 036Paper LBO: a sponsor buys a speciality chemicals business at 7x with amortising senior debt and a PIK mezzanine note, and adds a bolt-on in year 2. Work out the money multiple and IRR.Leveraged buyoutsHardBank of AmericaLondon · 2026
  7. 037A listed group owns a cement business, a chemicals business and a stake in a listed finance company. Build the sum of the parts and the implied conglomerate discount.ValuationCoreDeutsche BankMumbai · 2024
  8. 038Walk through what an AI model company's income statement probably looks like. Where does training compute belong, and what revenue does it need to break even?Financial statement analysisCoreLazardSan Francisco · 2026
  9. 039A dairy business is for sale at 10x the seller's adjusted EBITDA. Build the buyer's quality of earnings view of the add-backs.Earnings quality and adjustmentsCoreHoulihan LokeyNew York · 2026Moelis & CompanyNew York · 2026
  10. 040A woollens maker sells 70% of its year in four winter months but produces evenly. Find its peak working capital need and size a seasonal credit line.Working capital and cash flowCoreTreasuryBank credit

Company names and figures are illustrative.