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 1–10 of 63 · filtered from 100Clear filters
  1. 001A resort developer needs Rs 300 crore, earns nothing for two years and then earns three quarters of its cash in one season. Propose the loan structure.Credit analysis and lendingHardScotiabankNew York · 2026
  2. 003You get three years of partly blank statements for a machine tool maker. Fill them in, forecast free cash flow, and value the business.ValuationCoreHarris WilliamsRichmond · 2026Harris WilliamsRichmond · 2018
  3. 004Two hospital chains earn 16% and 12% on equity. Run a DuPont on both, explain the gap, and say which lever the weaker one should pull.Financial statement analysisCoreCredit SuisseMumbai · 2020
  4. 007A strategic buyer with synergies and a private equity sponsor with leverage both bid for a sportswear company. Who can pay more, and by how much?M&A and corporate developmentHardNomuraNew York · 2026Houlihan LokeyLos Angeles · 2026
  5. 009Pitch a telecom tower company on the thesis that 5G lifts tenancy from 1.6 to 2.0 per tower. Quantify the upside and the risks.Investment evaluation and pitchesCoreMillennium ManagementNew York · 2023
  6. 010Do a paper LBO in your head, then answer quickly as the interviewer changes the entry multiple, the interest rate and the exit multiple.Leveraged buyoutsHardNeuberger BermanLondon · 2026Houlihan LokeyLos Angeles · 2025
  7. 012A commerce college can add seats and raise fees, or launch an executive programme. Forecast three years of revenue for each and choose.Forecasting and scenariosCoreHarris WilliamsRichmond · 2018
  8. 013A logistics company wants to buy a business for Rs 800 crore. Should it pay with cash, debt, new shares or a mix, given a 3.0x leverage covenant?Financing, capital structure and treasuryCoreMoody'sNew York · 2022
  9. 014You are asked to rate an airport. What would you look at, what is its debt service coverage, and what happens if traffic falls 30%?Credit analysis and lendingHardMoody'sNew York · 2018Moody'sNew York · 2018
  10. 015A holding company owes Rs 1,000 crore of notes and owns cement, power and logistics subsidiaries, each with its own debt. What do the noteholders recover in liquidation?Distress and restructuringHardEvercoreNew York · 2025

Company names and figures are illustrative.