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
Showing 1–6 of 6 · filtered from 100Clear filters
- 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.Credit SuisseMumbai · 2020
- 022Compare an AI model company burning cash with a mature software company. Which multiple fits each, and what revenue multiple gap is justified?EvercoreNew York · 2026EvercoreNew York · 2026
- 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?LazardSan Francisco · 2026
- 056Chitravarna Paints earns a 28% ROCE against a 14% peer median, and a well-funded entrant is offering dealers 3 points more margin. Is the moat real, what would matching cost, and is 18% growth sustainable?MorningstarAnonymous interview candidate in · 2023Coatue ManagementNew York · 2014
- 072Vindhyashila Cement's ROCE fell from 16% to 9% in three years while volume rose from 8 to 10 million tonnes and capacity from 10 to 15. Decompose the fall and say what caused it.Equity researchRating agencies
- 087A vehicle lender earns a 15% yield, pays 9% on borrowings of five sixths of its assets, spends 3% on operations and loses 1.5% to credit costs. Compute ROA and ROE, then find what each single lever must do to reach a 16% ROE.Rating agenciesBank credit
Company names and figures are illustrative.