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 1–9 of 9 · filtered from 100Clear filters
  1. 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
  2. 018Pitch a pair trade between two listed retailers: which do you buy, which do you short, and what would make you wrong?Investment evaluation and pitchesHardBank of AmericaNew York · 2023Morgan StanleyTokyo · 2025
  3. 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
  4. 043Saptaparni Pharma beat the quarter by 8%, cut next year's guidance by 10% and fell 12%. Split the fall into the earnings revision and the change in multiple, and say what moved the stock.Investment evaluation and pitchesWarm upBalyasny Asset ManagementChicago · 2021
  5. 053Krishivan AgriTech raises Rs 300 crore at a Rs 3,000 crore pre-money valuation, with revenue growing from Rs 250 crore and an exit at 4x revenue in year 5. What return does the investor make, and what must go right?Investment evaluation and pitchesCoreInsight PartnersNew York · 2022Insight PartnersNew York · 2023Warburg PincusNew York · 2025
  6. 064You hold an LP stake in Dhruvtara Opportunities Fund with Rs 36 crore of NAV and Rs 20 crore still to be called. A secondary buyer targeting 15% makes an offer. What price would you accept?Investment evaluation and pitchesHardBaupost GroupBoston · 2018Baupost GroupBoston · 2018
  7. 076A private equity fund reports a 14% net IRR after seven years against an index that returned 13% a year. Using its paid-in capital, distributions and NAV, compute DPI, RVPI and TVPI and judge the fund.Investment evaluation and pitchesCoreNeuberger BermanLondon · 2022
  8. 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
  9. 099A trust has Rs 100 crore to spread across liquid, short-duration debt, large-cap and flexi-cap funds. It spends Rs 6 crore a year and can bear a 10% fall in a bad year. Propose an allocation.Investment evaluation and pitchesCoreMSCIAnonymous interview candidate in · 2013

Company names and figures are illustrative.