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Morgan Stanley · consulting-deck

Morgan Stanley | Investment Banking Pitch Book | 41 slides

41 pages · 5 arc beats · 3 loops

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Morgan Stanley | Investment Banking Pitch Book | 41 slides

Morgan Stanley · 2022-08
arc beats above · slides in the middle · loops below · scroll → 3 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

5
coverage by narrative range · generated from this deck JSON
Narrative range 41 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 20 hits
— 0/5 slides
20% 1/5 slides
— 0/5 slides
100% 5/5 slides
— 0/5 slides
Problem & Complication 7 slides 100% 7/7 slides 100% 7/7 slides · 34 hits
— 0/7 slides
28.6% 2/7 slides 42.9% 3/7 slides 100% 7/7 slides 14.3% 1/7 slides Evidence & Proof 8 slides 100% 8/8 slides 100% 8/8 slides · 40 hits
— 0/8 slides
62.5% 5/8 slides · 6 hits 50% 4/8 slides 100% 8/8 slides 25% 2/8 slides Impact & Next Steps 6 slides 100% 6/6 slides 100% 6/6 slides · 32 hits
— 0/6 slides
50% 3/6 slides 50% 3/6 slides 100% 6/6 slides 33.3% 2/6 slides Solution & Approach 15 slides 100% 15/15 slides 100% 15/15 slides · 70 hits
— 0/15 slides
53.3% 8/15 slides 20% 3/15 slides 100% 15/15 slides 13.3% 2/15 slides

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
Includes standard legal disclaimer for confidential treatment.front_matter
Open slide detailBeat · Situation & Context
02
Slide contains redacted text blocks.summarize
Open slide detailBeat · Situation & Context
03
The slide uses a checkmark-based status table to track engagement progress for multiple entities.summarize
Open slide detailBeat · Situation & Context
04
The table tracks progress across six stages: Connected, Earnings Pack, NDA Signed, MP Scheduled, Meeting Held, and Data Pack Sent.summarize
Open slide detailBeat · Situation & Context
05
The slide uses a calendar grid to track meeting dates and status of potential bidders.plan_implementation
Open slide detailBeat · Situation & Context
06
Includes a vertical red line indicating a specific date (August 17th) and a grey vertical bar indicating a date (September 5th).plan_implementation
Open slide detailBeat · Problem & Complication
07
transition
Open slide detailBeat · Problem & Complication
08
compare_options
Open slide detailBeat · Problem & Complication
09
The slide compares historical actuals (black) with Street estimates (dashed blue) and Management forecasts (solid green).compare_options
Open slide detailBeat · Problem & Complication
10
Street financials represent Thomson consensus as of 8/12/2022; Management reflects forecast provided by Management on 8/12/2022.compare_options
Open slide detailBeat · Problem & Complication
11
transition
Open slide detailBeat · Problem & Complication
12
The slide uses a dual-axis chart (price and volume) with callout boxes for specific dates and events.illustrate_case
Open slide detailBeat · Problem & ComplicationLoop · Analogy
13
The chart shows Orange outperforming its peer groups and the S&P 500 since its IPO.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Analogy
14
The slide shows a clear trend of multiple compression and convergence across all three categories.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Analogy
15
The slide compares 'Top 5 Software' vs 'All Software' multiples, with a summary table of averages across different economic periods.analyze_data
Open slide detailBeat · Evidence & Proof
16
The slide uses a football field chart to visualize valuation ranges across different metrics and scenarios.quantify_impact
Open slide detailBeat · Evidence & Proof
17
Data as of 8/12/2022.analyze_data
Open slide detailBeat · Evidence & Proof
18
Includes median benchmarks for peer groups; some data points marked as N.M. (Not Meaningful).compare_peers
Open slide detailBeat · Evidence & Proof
19
The slide compares valuation multiples (AV/Revenue) against two different independent variables to assess the impact of FCF margin on valuation.compare_peers
Open slide detailBeat · Evidence & Proof
20
The slide uses color-coding to distinguish between Orange estimates (orange), High Growth Software (teal), and High Growth Security (purple) companies.compare_peers
Open slide detailBeat · Evidence & Proof
21
Includes sensitivity analysis on NTM multiples and discounted future share price calculations.quantify_impact
Open slide detailBeat · Impact & Next Steps
22
The slide uses a DCF-based valuation approach to derive share price, discounting back from Dec 2024 to Aug 2022.quantify_impact
Open slide detailBeat · Impact & Next Steps
23
The chart highlights 'Orange' at 8.8x and shows a median of 7.7x.cite_precedent
Open slide detailBeat · Impact & Next Steps
24
Transaction data as of August 2022; excludes withdrawn deals.cite_precedent
Open slide detailBeat · Impact & Next Steps
25
The table includes deal size, date, consideration, activist involvement, premium, NTM revenue growth, NTM LFCF margin, Rule of 40, and NTM purchase revenue multcite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
26
Includes annotations regarding post-earnings changes in price targets and revenue estimates.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
27
appendix
Open slide detailBeat · Solution & Approach
28
The slide uses a waterfall chart structure to show the bridge between EBITDA and FCF, including NWC changes and capital expenditures.analyze_data
Open slide detailBeat · Solution & Approach
29
The slide uses a waterfall chart structure to show the bridge from EBITDA to FCF, including NWC changes and capital expenditures.quantify_impact
Open slide detailBeat · Solution & Approach
30
The chart displays the count of weeks falling into specific percentage change buckets.analyze_data
Open slide detailBeat · Solution & Approach
31
The slide uses a color-coded bar chart approach to compare Orange's management and street estimates against a peer group of software and security companies.compare_peers
Open slide detailBeat · Solution & Approach
32
The slide shows a sensitivity analysis of share price based on NTM revenue multiples, comparing raw future price vs. discounted price.analyze_data
Open slide detailBeat · Solution & Approach
33
Includes a legend for valuation multiples and current share price; data is based on management case.analyze_data
Open slide detailBeat · Solution & Approach
34
Includes a table of broker targets, a stacked bar/line chart of analyst ratings vs share price, a pie chart of valuation methods, and a qualitative pros/cons maanalyze_data
Open slide detailBeat · Solution & Approach
35
The slide demonstrates a consistent pattern of outperforming market expectations.quantify_impact
Open slide detailBeat · Solution & Approach
36
The table covers CY19A through CY24E, detailing revenue, EBITDA, EBIT, and various cash flow adjustments.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
37
The slide presents a multi-year financial forecast (CY19A-CY25E) including revenue, EBITDA, EBIT, and various cash flow line items.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
38
Morgan Stanley project slide, likely part of a valuation or M&A deck.analyze_data
Open slide detailBeat · Solution & Approach
39
Share counts as of 4/6/2022 Proxy, total share count does not tie to detailed Aggregate Value build as those share counts are as of the 2Q22 filing and detailinanalyze_data
Open slide detailBeat · Solution & Approach
40
The slide presents a WACC calculation with low, base, and high scenarios, showing inputs like Market Risk Premium, Beta, and Risk-Free Rate.analyze_data
Open slide detailBeat · Solution & Approach
41
other
Open slide detailBeat · Solution & Approach