Cases

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1. HIGH YIELDS AT ANNALY CAPITAL

Case Overview

Case

Online Exhibit: Annaly 2011 Form 10-K (110 pages)

Annaly 'As-Reported' Data in Excel


2. THE AOL TIME WARNER MERGER

Case

Exhibits (14 pages)

eVal with AOL Case Data Loaded


3. ANALYZING APPLE (2021)

Case Overview (PDF)

Case (PDF)

Links to Apple's 2020 Form 10-K [PDF link from Apple's Website] [SEC EDGAR Filing]

Links to Microsoft's 2020 Form 10-K [PDF link from Microsoft's Website] [SEC EDGAR Filing]

Apple Standardized Data (Excel)

Apple 'As Reported' 2020 Spreadsheet Financials (Excel)

Microsoft 'As Reported' 2020 Spreadsheet Financials (Excel)

Apple Valuation Template 2020 (Excel)


4. APPLE AND THE iFAD

Case

Apple 10-K (106 pages)

IBM 10-K (36 pages, abridged)


5. THE VALUATION OF AMAZON.COM IN JUNE 2001

Case

Online Exhibits


6. BIG FIVE SPORTING GOODS

Case Overview

Case

Online Exhibit: Big Five Sporting Goods 2016 Form 10-K (71 pages)

Excel Financials


7. BOSTON CHICKEN, INC.

Case

Exhibits (52 pages)

Excel Financials


8. BUILDING eVAL

Case

General Mills 10-K (112 pages)

General Mills eVal Model in Excel


9. CHARLES SCHWAB AND THE END OF TRADING COMMISSIONS

Case

Financial Statements Booklet

Charles Schwab Excel Financials

TD Ameritrade Excel Financials


10. DETERMINANTS OF VALUATION RATIOS

Case


11. DIAGNOSING ACCOUNTING QUALITY AT EHEALTH

Case

eHealth 2019 Form 10-K (114 pages)

Excel Financials


12. ENCOM CORPORATION

Case

Excel Template for EnCom Case (optional)


13. FOUR VALUATION MODELS—ONE VALUE

Case

(No Additional Materials Required)


14. HOGS AND CHESTNUTS

Case

Online Exhibit: Zhongpin Fiscal 2009 Form 10-K Excerpts (75 pages)

Online Exhibit: American Lorain Fiscal 2009 Form 10-K Excerpts(23 pages)

Zhongpin eVal Model

American Lorain eVal Model


15. THE HOME DEPOT, INC.

Case

(No Additional Materials Required)


16. EVALUATING INTEL'S EARNINGS TORPEDO

Case

eVal with Intel Case Loaded (Excel)


17. IDENTIFYING ACCOUNTING DISTORTIONS

Case Overview

Case


18. INTERPRETING MARGIN AND TURNOVER RATIOS

Case

Margin and Turnover Ratio List (2020)


19. NETFLIX, INC.

Case

Netflix 10-K

Blockbuster 10-K


20. OVERSTOCK.COM

Case

Overstock 10-K (82 pages)


21. PRE-PAID LEGAL SERVICES

Case

Exhibits (30 pages)


22. ROYAL CARIBBEAN CRUISES IN 2010

Case Overview

Case

Online Exhibit: Royal Caribbean 2010 Condensed Form 10-K (38 pages)

Online Exhibit: Carnival Cruises Condensed Form 10-K (24 pages)

Royal Caribbean Data for eVal

Carnival Cruises Data for eVal


23. CAN SALTON SWING?

Case

Exhibit (10 pages)

Excel Ratio Comparisons


24. SIRIUS SATELLITE RADIO, INC.

Case

Sirius 10-K (112 pages)

Citadel 10-K (94 pages)

Sirius Forecasting Model (1 page)


25. A TALE OF TWO MOVIE THEATERS

Case

Country Cinema Exhibit (7 pages)

City Screens Exhibit (9 pages)


26. IS TESLA'S STOCK PRICE IN LUDICROUS MODE?

Case Overview

Case

Online Exhibits

Tesla 'As-Reported' Data

Ford 'As Reported' Data

eVal with Tesla Data Loaded


27. THE 80-MINUTE FORECAST

Case

Excel Financials for Lululemon

Simplified eVal Model for Lululemon


28. HAS ZYNGA LOST ITS ZING?

Case Overview

Case

Online Exhibit: Zynga Fiscal 2011 Form 10-K (103 pages)

Online Exhibit: Electronic Arts Fiscal 2011 Form 10-K (127 pages)

Zynga Data for eVal