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Morgan Stanley · consulting-deck

Morgan Stanley | Investment Banking Pitch Book | 36 slides

36 pages · 4 arc beats · 2 loops

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Morgan Stanley | Investment Banking Pitch Book | 36 slides

Morgan Stanley · 2019-08
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 36 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 6 slides 100% 6/6 slides 100% 6/6 slides · 30 hits
— 0/6 slides
50% 3/6 slides
— 0/6 slides
100% 6/6 slides
— 0/6 slides
Problem & Complication 9 slides 100% 9/9 slides 100% 9/9 slides · 36 hits
— 0/9 slides
33.3% 3/9 slides 11.1% 1/9 slides 100% 9/9 slides 88.9% 8/9 slides Evidence & Proof 11 slides 100% 11/11 slides 100% 11/11 slides · 50 hits
— 0/11 slides
90.9% 10/11 slides 27.3% 3/11 slides 100% 11/11 slides 90.9% 10/11 slides Impact & Next Steps 10 slides 100% 10/10 slides 100% 10/10 slides · 46 hits
— 0/10 slides
40% 4/10 slides · 5 hits 60% 6/10 slides 100% 10/10 slides
— 0/10 slides

Slide inventory

36
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
transition
Open slide detailBeat · Situation & Context
03
The slide compares three scenarios: Unaffected, Current, and Wookiee Offer across various financial metrics.compare_options
Open slide detailBeat · Situation & Context
04
Includes annotations for specific quarterly earnings events and the Wookiee offer impact.analyze_data
Open slide detailBeat · Situation & Context
05
The chart highlights a significant drop in Yoda's stock price following the public disclosure of a potential deal with Wookiee on 8/14/2019.analyze_data
Open slide detailBeat · Situation & Context
06
Includes specific event annotations (Q1 FY20 earnings, Wookiee offer) and statistical summary table.analyze_data
Open slide detailBeat · Situation & Context
07
transition
Open slide detailBeat · Problem & Complication
08
Morgan Stanley slide showing financial consensus revisions.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
09
Yoda management estimates as of 7/25/2019; assumes fiscal year ends Feb 1; projections represent non-GAAP metrics. LRP defined as management-provided Long Rangecompare_options
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
10
Yoda street estimates based on Wall Street research as of 6/5/2019; Yoda management estimates as of 7/25/2019; assumes fiscal year ends Feb 1; projections reprecompare_options
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
11
LRP defined as management-provided Long Range Plan.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
12
The table compares Wall Street estimates against three management scenarios (Low, Base, High) across three fiscal years.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
13
Yoda street estimates based on Wall Street research as of 6/5/2019, Yoda management estimates as of 7/25/2019, assumes fiscal year ends Feb. 1; projections reprcompare_options
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
14
The slide compares Wall Street estimates with internal management projections for revenue and growth rates.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
15
Projections represent non-GAAP metrics; Wall Street estimates as of 6/5/2019; Management estimates as of 7/25/2019.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
16
transition
Open slide detailBeat · Evidence & Proof
17
The slide uses a football field chart to visualize valuation ranges across different financial models.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
18
The table provides a sensitivity analysis of valuation metrics based on hypothetical share prices.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
19
Includes median benchmarks for two peer groups: Infrastructure Software and Services.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
20
Includes median benchmarks for two peer groups across two metrics.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
21
The chart uses a grouped bar format to compare two years of estimates across multiple companies, categorized by industry segment.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
22
Includes sensitivity analysis for forward multiples and management vs. street revenue projections.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
23
Includes Street Case forecast and Management-Approved Extrapolations; valuation date 8/22/2019.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
24
Includes valuation date, management assumptions, and sensitivity analysis across discount rates and terminal growth rates.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
25
Includes management base case projections and sensitivity analysis for valuation.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
26
Includes mid-year convention assumption and specific management-provided estimates.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
27
The chart displays the 'Rule of 40' metric (Revenue Growth + EBITDA Margin) for various software companies.compare_peers
Open slide detailBeat · Impact & Next Steps
28
The chart uses a regression line to show the correlation between revenue growth and EBITDA margin in software M&A.cite_precedent
Open slide detailBeat · Impact & Next Steps
29
The chart uses color coding to distinguish between companies with >25% NTM revenue growth + EBITDA margin and those with <=25%.compare_peers
Open slide detailBeat · Impact & Next Steps
30
The slide compares a specific transaction offer (Wookiee) against historical market quartiles for premiums paid.cite_precedent
Open slide detailBeat · Impact & Next Steps
31
Includes a table of broker estimates (Revenue, EBITDA, EPS) and two pie charts summarizing valuation methods and analyst sentiment.analyze_data
Open slide detailBeat · Impact & Next Steps
32
appendix
Open slide detailBeat · Impact & Next Steps
33
Includes a line chart showing historical Barra Predicted Beta and a table calculating WACC under Base, Low, and High scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
34
Morgan Stanley supplemental materials slide 34.analyze_data
Open slide detailBeat · Impact & Next Steps
35
The slide uses a hub-and-spoke style diagram to map corporate ownership percentages.present_framework
Open slide detailBeat · Impact & Next Steps
36
front_matter
Open slide detailBeat · Impact & Next Steps