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 1–7 of 7 · filtered from 100Clear filters
  1. 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
  2. 020A home care company buys a personal care brand with cheap debt. The deal lifts EPS 6.6%. Does it create value?M&A and corporate developmentCoreBank of AmericaLondon · 2026J.P. MorganNew York · 2025
  3. 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
  4. 050Suryakant Chemicals, at 25x earnings, buys Nilanjana Specialty at 30x with 60% stock and 40% debt. Compute the EPS impact and the pre-tax synergies needed to break even, and explain why the deal dilutes.M&A and corporate developmentHardEvercoreMenlo Park · 2025EvercoreMenlo Park · 2025
  5. 065Dhatuvan Castings earns Rs 200 crore on 10 crore shares and buys Lohasar Forgings, which earns Rs 50 crore, for Rs 500 crore funded entirely with 5% debt. At a 25% tax rate, is the deal accretive or dilutive, and by how much?M&A and corporate developmentWarm upMizuhoSan Francisco · 2026MizuhoSan Francisco · 2026
  6. 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
  7. 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

Company names and figures are illustrative.