Azek | Investor Presentation Deck | 36 slides

The AZEK Company · 2021-08
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
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

36
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
transition
04
The slide uses a clear segmentation strategy to show how the company's brands map to different product categories and market segments.establish_context
05
The slide uses a list-based framework to highlight core investment theses.summarize
06
Features a central flywheel diagram representing core values and a 'FULL-CIRCLE' branding for sustainability initiatives.inspire_vision
07
Includes financial metrics for LTM 6/30/21 and historical performance from 2017-2020.summarize
08
The slide uses a layered horizontal flow diagram to represent the company's value creation logic.present_framework
09
summarize
10
The slide serves as a visual transition between sections of the pitch deck.transition
11
The slide uses a bulleted list format to present key business updates across revenue, capacity, pricing, and profitability.summarize
12
The slide highlights product innovation and market recognition (e.g., 'Best New Product of 2021').show_traction
13
transition
14
Includes market sizing, CAGR data, and market share growth trends.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
15
Includes a before/after visual sequence and two stacked bar charts comparing cost structures.compare_peers
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
16
Includes AIA survey data and market sizing estimates.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
17
The slide uses bar charts to compare brand quality ratings against competitors and a list to showcase industry accolades.show_traction
18
Uses a Good-Better-Best pricing framework combined with product line segmentation.present_solution
Open slide detailBeat · Product
19
Includes a legend for 2021 new product launches indicated by a dashed blue box.present_solution
Open slide detailBeat · Product
20
The slide uses a split-screen comparison layout to detail two distinct business segments under the corporate umbrella.present_solution
Open slide detailBeat · Solution
21
The slide uses a stepped process diagram to categorize growth initiatives.present_framework
Open slide detailBeat · Solution
22
The slide uses a timeline-based process flow to connect past investments to future margin opportunities.summarize
23
Includes a timeline-based roadmap and a description of recycling facility capabilities.plan_implementation
24
transition
25
The chart uses a split axis to separate historical annual data from LTM and YTD comparisons.show_traction
Open slide detailBeat · Financials
26
The slide uses a split-chart layout to compare two key profitability metrics over a multi-year period including LTM and YTD comparisons.analyze_data
Open slide detailBeat · Financials
27
Includes a table for net leverage and a photo of production lines.plan_implementation
Open slide detailBeat · Financials
28
summarize
Open slide detailLoop · Quick Win Big Bet
29
appendix
Open slide detailLoop · Quick Win Big Bet
30
Adjusted RONTA is calculated as Adj. EBITA / Net Tangible Assets, where Net Tangible Assets are calculated as Trade Receivables, net + Inventories + PP&E, net -analyze_data
Open slide detailLoop · Quick Win Big Bet
31
The slide uses a dual-track timeline structure separating internal development from acquisitions, with a specific focus on the 2016-2021+ period under new managshow_traction
32
Includes two conceptual 'equation' diagrams showing how various business levers contribute to long-term targets.analyze_data
33
Contains detailed footnotes explaining non-GAAP adjustments.analyze_data
34
Contains detailed footnotes explaining specific line items like business transformation costs and acquisition costs.appendix
35
Contains two primary tables: Adjusted Net Income Reconciliation and Adjusted Diluted EPS Reconciliation, with 10 numbered footnotes explaining specific line iteanalyze_data
36
Includes contact information and ticker symbol.front_matter