Financial Analysis

Financial analysis cases require you to evaluate investment decisions, perform valuation, and analyze financial metrics like NPV, ROI, and payback periods. You will apply quantitative skills to capital allocation and investment thesis assessment.

Capital Allocation Capital Budgeting Capital Investment Financial Modeling Financial Valuation NPV Analysis Net Present Value Payback Period ROI ROI Analysis Return on Capital Technology Valuation
Total Cases: 66
Companies: 5
Easy 1 Medium 51 Hard 14
Medium

Chase-ing Equity

Market Entry Market Sizing Financial Services

Our client, Brandy Thomas-Chase (BTC), is a high-powered Black financial player and owns one of the most successful VC firms in the country. She has …

15 min
ROSS
50
Medium

Formula For Success

Market Entry Financial Analysis Manufacturing

Our client is a major high-end automotive brand (think BMW, Audi, etc.) looking to expand its racing footprint into the Formula 1 (F1) space. Our …

15 min
Darden
50
Medium

Jane Darden's Ranch

Market Entry Growth Strategy Retail

Your client is Jane Darden, a longtime owner, and operator of the Wahoo Cattle Ranch, which has been in the family since 1883. However, since the …

15 min
Darden
50
Medium

Kegging Costs

Profitability Financial Analysis Consumer Goods

Our client is a large craft brewery that primarily sells beer nationally through its distribution network. The brewery has grown from an annual …

15 min
Darden
50
Medium

Maxicure

Profitability Operations Manufacturing

Your client, Maxicure, manufactures and sells an over-the-counter cough and cold medicine. Their sole plant in Kentucky is aging, and its increasing …

15 min
Darden
50
Medium

MBS Co.

Profitability Financial Analysis Financial Services

Your client is MBS Co., a government sponsored enterprise (GSE), that purchases mortgages from banks, packages them into mortgage-backed securities …

15 min
Darden
50
Medium

Melt That Snow

Product Launch Financial Analysis Non-profit

The city of Holland, Michigan, is considering building a heated walkway with 690,000 sqft of heated sidewalks and streets complementing the already …

15 min
ROSS
50
Medium

NFL in Mexico

Merger & Acquisition Financial Analysis Media & Entertainment

Your client is a wealthy former founder and CEO of a multi-national company interested in a new investment opportunity. The National Football League …

15 min
Darden
50
Bain
Hard

Nook Co.

Merger & Acquisition Financial Analysis Retail

Your client Fun Ventures, an established PE firm, is looking to acquire Nook Co., a hospitality group that specializes in developing and transforming …

15 min
NYU
50
Medium

Rubber Bumper

Profitability Product Launch Manufacturing

Rubber Bumper Co is a small family owned producer of rubber products. It prides itself on producing a limited range of products but producing the …

15 min
Darden
50
Medium

Seaworthy Floating Hotel

Market Entry Financial Analysis Retail

Your client is a successful entrepreneur based in Manhattan. She is always thinking of creative ways to start new businesses. Her latest idea is to …

15 min
ROSS
50
Medium

To Automate or Not

Operations Financial Analysis Transportation

After returning from a trade show, the CEO of a large grocery distribution center calls you. He enthusiastically describes a new technology which …

15 min
Darden
50
Medium

Weasley's Wizarding Warehouse

Market Entry Growth Strategy Retail

Fred and George Weasley operate a magic joke shop, Weasleys' Wizarding Warehouse (Weasleys'). They currently have a single storefront located in the …

15 min
Darden
50
Medium

Deepwater Inc

Merger & Acquisition Financial Analysis Energy

Our client, Deepwater, is an oil refinery firm looking at an investment in a filtering unit to transform residual oil into useful feedstock to produce …

15 min
Chicago Booth
50
Bain
Medium

Gassy Convenience

Growth Strategy Financial Analysis Retail & Tech

Our client is a large U.S. retail chain that owns convenience stores located in gas stations across California. With the rise of just-walk-out (JWO) …

15 min
NYU
50
Medium

Maxicure

Profitability Operations Manufacturing

Your client, Maxicure, manufactures and sells an over-the-counter cough and cold medicine. Their sole plant in Kentucky is aging, and its increasing …

15 min
Darden
50
Alvarez & Marsal
Hard

Queen Shirley

Merger & Acquisition Growth Strategy Retail

Your client is Burger Queen, a fast food restaurant that competes directly with similar restaurants such as McDonalds, Taco Bell, KFC, Wendy's, etc. …

15 min
Bauer
50
Medium

Technostage

Profitability Growth Strategy Media & Entertainment

Our client is a regional live events production company specializing in dance music based in Washington, DC. The client has a proud 10+ year history …

15 min
Darden
50
BCG
Medium

Warehouse Co.

Cost Reduction Financial Analysis Transportation

Your client is Warehouse Co., a company that sells warehousing services to other companies for shipping or inventory purposes. The COO loves new …

15 min
Bauer
50
Medium

Wine & Co

Growth Strategy Financial Analysis Agriculture

Wine & Co is a niche wine manufacturer in the San Francisco Bay area. Wine & Co recently acquired 12 acres of land outside San Francisco. The company …

15 min
Kellogg
50
Hard

Winter Olympics Bidding

Growth Strategy Financial Analysis Entertainment & Media

Our client, a major US television network, is trying to figure out how much to bid for the exclusive right to broadcast the Winter Olympics Games in …

15 min
Kellogg
50
Medium

Zoo Co

Merger & Acquisition Financial Analysis Financial Services

Our client is a zoo that is thinking about acquiring a famous zebra from an African preserve. It's a huge investment, but they believe the new zebra …

15 min
Kellogg
50
BCG
Medium

A Messi Decision

Merger & Acquisition Financial Analysis Media & Entertainment

Your client is the CEO of a major English soccer team. He's called you while brimming with excitement after receiving news that Lionel Messi was …

15 min
Darden
50
Medium

Benjamin Carpet

Go/No Go Financial Analysis Manufacturing

Your client is the family owner of a company that serves residential and commercial markets and operates 5 days/week for 16 hours/day. The owner is …

15 min
Cornell
50
McKinsey
Hard

Beta Optics

Strategic Decision Financial Analysis Healthcare (Ops)

Beta Optics is a U.S.-based mid-size prescription eyeglass lens manufacturer. Due to the pandemic their revenues dropped by 30% in 2020 as far fewer …

15 min
PeterK
50
Medium

Coding Bootcamp

Profitability Financial Analysis Education

Codex is an e-learning platform that offers coding bootcamps. Their sales have flattened out and they have reached out to you for help. Your team has …

15 min
PeterK
50
BCG
Medium

Contagion Containment

Strategic Decision Risk Management Non-profit

Your client is the International Olympic Committee (IOC), and the Summer Olympics are a couple months away. A viral outbreak has occurred in a country …

15 min
Darden
50
McKinsey
Hard

Fertilizer Company

Strategic Decision Financial Analysis Agriculture

Fertilizer Company is a U.S.-based fertilizer manufacturer that produces 1.5M tons of nitrogen, phosphatic and potash fertilizer annually. They have …

15 min
PeterK
50
Medium

Goodbye Horses

Financial Analysis Merger & Acquisition Healthcare

Your client is the CFO of Aperture Laboratories, a leading US biopharmaceutical company with a market cap >$150B. Aperture develops and manufactures a …

15 min
Duke
50
Medium

Goodbye Horses

Financial Analysis Merger & Acquisition Healthcare

Your client is the CFO of Aperture Laboratories, a leading US biopharmaceutical company with a market cap >$150B. Aperture develops and manufactures a …

15 min
Duke
50
Hard

Green Ride

Merger & Acquisition Financial Analysis Financial Services

Your client, Clean Ventures (CV), is an impact investment fund that focuses on technologies with the potential to improve the environment or reduce …

15 min
Duke
50
Medium

Hospital Mega Merger

Merger & Acquisition Profitability Healthcare

In the face of increasing healthcare costs and decreasing margins our client, the board of trustees for St. Scorekeepers Hospital, is exploring …

15 min
ROSS
50
Medium

Ice Cream Truck

Profitability Operating Model Retail

Your client is an ice cream truck, operating out of a flea market in Houston, Texas. They're facing a variety of issues currently and are looking for …

15 min
Cornell
50
Hard

Mapflix Nollywood

Market Entry Growth Strategy Technology

Our client is Mapflix, a US-based video streaming company that streams movies/shows over the internet. Mapflix has established market leadership for …

15 min
Duke
50
Medium

Podcast to Podca$h

Merger & Acquisition Financial Analysis Technology

Your client is a large music streaming platform. They are considering negotiating an agreement for exclusive ownership rights to content created by a …

15 min
Cornell
50
McKinsey
Medium

PubU

Environmental Strategy Financial Analysis Energy

You are the Dean of a large public university in the Midwest. Your tenure has focused on raising the profile of the university through various …

15 min
Darden
50
Medium

Rock Climbing

Go/No Go Decision Financial Analysis Strategy

Looking into the future, I am trying to determine which path I should take professionally? Should I look toward re-joining the consulting world where …

15 min
Cornell
50
Medium

Surgical Robot

Merger & Acquisition Financial Analysis Healthcare

Our client is a privately owned hospital that offers high-tech surgical procedures. They would like to start using robots in their surgeries. …

15 min
Cornell
50
Medium

Vegan Bowl

Market Entry Financial Analysis Consumer Goods

Our client is a start-up based out of Ann Arbor with a proprietary recipe of a vegan bowl. These bowls are to be sold as a pack of seven units, each …

15 min
ROSS
50
Medium

6PAQ P.E. Firm

Profitability Merger & Acquisition Media & Entertainment

Your client, 6PAQ, is a small-market P.E. firm that specializes in suburban business development. One of its analysts identified two movie theaters in …

15 min
ROSS
50
Medium

Allsafe

Merger & Acquisition Financial Analysis Financial Services

Our client, Allsafe, a large insurance company, provides home, auto, renter's and life insurance. Recently, Allsafe acquired a technology firm …

15 min
ROSS
50
McKinsey
Medium

Benjamin Carpet

Profitability Financial Analysis Manufacturing

Your client is the family owner of a company that serves residential and commercial markets and operates 5 days/week and 16 hours/day. The owner is …

15 min
Cornell
50
Hard

Cloud Migration

Financial Analysis Cloud Migration Technology/IT

Boards is a visual analytics platform for B2B clients. Given recent trends, they'd like to build a cloud version of their platform. What would be the …

15 min
PeterK
50
Hard

EV Charging Stations

Profitability Financial Analysis Energy/Transportation

A U.S. hotel chain would like to install fast charging stations to its 100 hotels to attract more customers. The availability of charging stations is …

15 min
PeterK
50
Easy

Golf Carts

Profitability Financial Analysis Manufacturing

One of the top-3 golf equipment manufacturers, SwingTech, offers golf clubs, balls, gear, and apparel. They plan to invest $25M into launching a line …

15 min
PeterK
50
Medium

Grocery App

Profitability Merger & Acquisition Retail/Technology

Your client is a local grocery chain with two stores and $30M in annual revenue. They would like to launch a smartphone app for grocery pick-ups. What …

15 min
PeterK
50
McKinsey
Hard

High-End Fashion Boutique Chain

Merger & Acquisition Financial Analysis Retail/Fashion

Your client, a PE firm, is considering the acquisition of a seven-store high-end fashion boutique chain located on the West Coast. The owner would …

15 min
PeterK
50
Medium

IoT and Flexible Loans

Merger & Acquisition Product Launch Financial Services

Industrial Bank (IB) is a leading financial institution providing loans to manufacturing companies to finance machinery and Capex-intensive equipment. …

15 min
IESE
50
Medium

IoT and Flexible Loans

Merger & Acquisition Product Innovation Financial Services

Industrial Bank (IB) is a leading financial institution providing loans to manufacturing companies to finance machinery and Capex-intensive equipment. …

15 min
IESE
50
Medium

Juice Manufacturer

Merger & Acquisition Financial Analysis Consumer Goods

A large dairy company, Lean Foods, would like to acquire Aunt Jen's Organic, a juice producer. Its valuation will be based on a revenue multiple of …

15 min
PeterK
50
BCG
Medium

NICA PRODUCTIONS

Profitability Financial Analysis Media & Entertainment

Nica Productions is an American Media company that is trying to figure out which will be its next project. This company has an extensive experience …

15 min
IESE
50
Medium

Oriental Media

Profitability Deal Making Media & Entertainment

Our client is Oriental Media (OM) Corporation, an entertainment media group in Mainland China. In its most recent financial year, OM has a stable …

15 min
HKUST
50
Hard

Pipeline Oil Technology

Pricing Financial Analysis Energy

Minerva's University Fluids Research Lab has discovered a more efficient way to transport crude petroleum oil inside pipelines. This new technology …

15 min
IESE
50
Medium

Pipeline Oil Technology

Pricing Financial Analysis Energy

Minerva's University Fluids Research Lab has discovered a more efficient way to transport crude petroleum oil inside pipelines. This new technology …

15 min
IESE
50
Medium

Qinghai Telecom

Profitability Financial Analysis Technology

Our client is a local land developer in Xining, the capital of Qinghai province in western China. The latest project is a residential complex in a …

15 min
HKUST
50
Hard

Self-Service Kiosks

Profitability Financial Analysis Retail/Technology

A regional fast-food chain has been struggling with long lines, which hurt customer experience, drive away customers, and decrease retention rates. …

15 min
PeterK
50
Medium

Setflix or Chill

Market Entry Product Launch Media & Entertainment

Our client is a major US media and entertainment company that has over 50 years of experience in making Hollywood. While its movies continue to …

15 min
ROSS
50
Medium

Supersonic Jet

Profitability Financial Analysis Aerospace & Defense

Our client, one of the top-4 U.S. airlines, is considering purchasing 20 supersonic planes Overture, manufactured by Boom, with a delivery date set …

15 min
PeterK
50
Medium

Jane Darden's Ranch

Market Entry Strategic Decision Retail

Your client is Jane Darden, a longtime owner, and operator of the Wahoo Cattle Ranch, which has been in the family since 1883. However, since the …

15 min
Darden
50
Medium

Goodbye Horses

Strategic Decision Financial Analysis Healthcare

Your client is the CFO of Aperture Laboratories, a leading US biopharmaceutical company with a market cap >$150B. Aperture develops and manufactures a …

15 min
Duke
50
BCG
Medium

New Rubber Plant Investment

Profitability Financial Analysis Manufacturing

The federal government of a foreign country is investigating whether to reopen a rubber factory in a western part of the country. The factory was …

15 min
Darden
50
BCG
Hard

GREEN AIRLINES

Merger & Acquisition Growth Strategy Transportation

Due to the recent bankruptcy of a major airline, the aviation authority from Brazil recently opened an auction for landing and takeoff slots in one of …

15 min
IESE
50
McKinsey
Medium

Maxicure

Profitability Operations Healthcare

Your client, Maxicure, manufactures and sells an over-the-counter cough and cold medicine. Their sole plant in Kentucky is aging, and its increasing …

15 min
Darden
50
Bain
Hard

Canyon Capital

Profitability Financial Analysis Financial / PE

Your client is Canyon Capital Partners (CCP). CCP is a long-established hedge fund headquartered in Hartford, CT. Hedge funds make money mainly out of …

15 min
Darden
50
BCG
Medium

A Messi Decision

Merger & Acquisition Financial Analysis Media & Entertainment

Your client is the CEO of a major English soccer team. He’s called you while brimming with excitement after receiving news that Lionel Messi was …

15 min
Darden
50
Bain
Medium

Phighting Phillies

Merger & Acquisition Financial Analysis Media & Entertainment

Our client, Alpha Capital, is a private equity firm that is considering buying the Philadelphia Phillies. The current team owners approached Alpha …

15 min
Wharton
50