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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.
—

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 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
— 0/2 slides
100% 2/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides
Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits
— 0/3 slides
66.7% 2/3 slides
— 0/3 slides
100% 3/3 slides
— 0/3 slides
Evidence & Proof 15 slides 100% 15/15 slides 100% 15/15 slides · 74 hits
— 0/15 slides
40% 6/15 slides · 7 hits 13.3% 2/15 slides 100% 15/15 slides 100% 15/15 slides Impact & Next Steps 16 slides 100% 16/16 slides 100% 16/16 slides · 79 hits
— 0/16 slides
68.8% 11/16 slides · 12 hits 56.3% 9/16 slides 100% 16/16 slides 100% 16/16 slides

Slide inventory

36
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
03
The slide compares current market price metrics and valuation multiples (AV/Revenue) against a proposed 'Wookiee Offer'.compare_options
Open slide detailBeat · Problem & Complication
04
Includes a table of stock price trading statistics and specific event annotations.analyze_data
Open slide detailBeat · Problem & Complication
05
Market data as of 8/2/2019.analyze_data
Open slide detailBeat · Problem & Complication
06
Includes a callout box explaining a specific Q1 FY20 earnings event and a table of summary statistics.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
07
transition
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
08
The table compares financial performance metrics (Revenue, Gross Profit, EBITDA, EBIT, Net Income) and their respective margins across three fiscal year periodscompare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
09
Yoda management estimates as of 7/25/2019; assumes fiscal year ends Feb. 1; projections represent non-GAAP metrics.compare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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 reprcompare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
11
Management-provided cases as of 7/25/2019; Gross Margin FY21 and FY22 estimates not provided by management.compare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
12
The table compares Wall Street research estimates against internal management projections across three scenarios (Low, Base, High) for fiscal years 2019-2021.compare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
13
1. 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 rcompare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
14
The slide includes a disclaimer regarding the source of estimates and fiscal year assumptions.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
15
Includes a preliminary draft watermark and detailed notes on projection methodology.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
16
transition
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
17
The slide uses a tornado/floating bar chart to visualize valuation ranges across different financial methodologies.compare_options
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
18
Includes a highlighted row for the Wookiee Offer at $13.75.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
19
Includes median calculations for different peer groups; data sourced from Thomson Estimates and Wall Street research.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
20
Includes median calculations for peer groups.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
21
The chart displays two sets of multiples (CY2019E and CY2020E) for 14 companies, including Yoda Street.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
22
Includes sensitivity analysis of share price against forward revenue multiples.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
23
Includes both Street Case and Management-Approved Extrapolations; uses mid-year convention.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
24
Includes two main tables: FCF build and DCF valuation sensitivity analysis.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
25
Includes Management Base Case projections and sensitivity analysis across discount rates and perpetual growth rates.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
26
Includes valuation date, mid-year convention, and specific assumptions regarding non-GAAP metrics and tax credits.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
27
The chart uses a stacked bar approach to show the sum of NTM Revenue Growth and NTM EBITDA Margin (Rule of 40 metric).compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
28
The chart displays a regression line indicating a negative correlation between growth and margin in these transactions.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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 StepsLoop · Cost Of Inaction
30
The chart compares the Wookiee offer premium against quartiles of precedent transaction premiums.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
31
Includes a disclaimer about the data source and a note on the broker used as a proxy for the street case.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
32
appendix
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
33
Includes a step-by-step WACC calculation table and a line chart showing beta trends since IPO.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
34
Includes standard valuation adjustments for debt, minority interest, and cash.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
35
The slide uses placeholder names 'Wookiee' and 'Yoda' for specific entities, likely to mask sensitive or specific subsidiary names in a draft.establish_context
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
36
other
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction