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 51–60 of 63 · filtered from 100Clear filters
  1. 080You are shown a deck to buy a labels business for Rs 1,050 crore against a standalone value of Rs 800 crore, with the gap closed by cost and revenue synergies. What share of the revenue synergies must arrive for the deal to break even?M&A and corporate developmentCoreMoelis & CompanyNew York · 2026
  2. 081In a buyout, the founder rolls over part of his stake and management gets options that vest only above a value hurdle. What does the founder receive at three exit values, and how do rollover and options differ?Leveraged buyoutsCoreCitiNew York · 2026
  3. 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?Credit analysis and lendingWarm upMoody'sHong Kong · 2018
  4. 084A fire and safety equipment maker has no direct listed peer. Using three adjacent peer sets with different growth and margins, build a comps set and a defensible EV/EBITDA multiple.ValuationCoreNomuraSan Francisco · 2026
  5. 085You are long a defence electronics stock that has no close listed peer. Given its betas, R-squared and residual volatility, how would you hedge it, how large is the hedge, and what risk is left?Investment evaluation and pitchesHardBalyasny Asset ManagementNew York · 2026
  6. 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.Credit analysis and lendingHardBain CapitalNew York · 2024
  7. 092A developer is bidding for a 25-year, 100 MW solar concession with 70% debt over 15 years and a 12% equity return target. Work backwards from the return to the tariff it should bid.Capital budgetingHardBain CapitalSan Francisco · 2025
  8. 093A retailer's operating company is liquidated for Rs 900 crore against a secured bank, unsecured bonds, trade creditors and a finance subsidiary that both lent to it and holds its guarantee. Compute recoveries with and without the double dip.Distress and restructuringHardEvercoreNew York · 2026EvercoreNew York · 2026
  9. 096A division is being sold for Rs 500 crore as a share sale. An asset sale would give the buyer a Rs 300 crore tax step-up but cost the seller Rs 30 crore more tax. What price range makes an asset sale work for both sides?M&A and corporate developmentHardMorgan StanleyHong Kong · 2025
  10. 097Paper LBO with a revenue build: a diagnostics chain runs 20 analysers with known daily capacity, rising utilisation and a fixed price per test. Build revenue from capacity, compute the sponsor's return, and say what you would challenge.Leveraged buyoutsHardBain CapitalBoston · 2024

Company names and figures are illustrative.