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. 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
  2. 016A logistics company will generate Rs 50 crore of free cash flow next year, growing 15% a year to year 5 and 5% after. What is it worth, and how much comes from the terminal value?ValuationWarm upHPS Investment PartnersNew York · 2025
  3. 029A business school run through a trust is for sale. Why should a buyer buy it, and at what price?ValuationCoreWellington ManagementBoston · 2024
  4. 037A listed group owns a cement business, a chemicals business and a stake in a listed finance company. Build the sum of the parts and the implied conglomerate discount.ValuationCoreDeutsche BankMumbai · 2024
  5. 049Jalprabha Water Tech loses money today and may be profitable in year 4. Value it from the path to profit, a terminal multiple, a venture discount rate and the chance of getting there, and say what the number does not capture.ValuationHardCredit SuisseNew York · 2025
  6. 062How would you value Doorsanchar Networks, a telco at 7x EBITDA with capex equal to half of EBITDA, against Pankhudi Software, growing 35% at 8x revenue? Which methods fit each, and why is EV/EBITDA misleading for the telco?ValuationCoreCredit SuisseSydney · 2020
  7. 071How would you value Chatpata Wheels, a campus food truck serving 250 customers a day at Rs 150, and what assumptions would you make?ValuationWarm upCitiNew York · 2026
  8. 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
  9. 098A business park leases 5 lakh sq ft at Rs 90 a month with 85% occupancy. Value it at an 8% cap rate, then test the value per square foot against a replacement cost of Rs 8,000.ValuationCoreMorgan StanleyLondon · 2025

Company names and figures are illustrative.