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Morgan Stanley · consulting-deck

Morgan Stanley | Investment Banking Pitch Book | 30 slides

30 pages · 4 arc beats · 2 loops

Consulting-Deck Download JSON
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Morgan Stanley | Investment Banking Pitch Book | 30 slides

Morgan Stanley · 2022-09
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 1
— 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 18 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 14 hits
— 0/4 slides
75% 3/4 slides 50% 2/4 slides 100% 4/4 slides
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Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 18 hits
— 0/4 slides
100% 4/4 slides 50% 2/4 slides 100% 4/4 slides 100% 4/4 slides Evidence & Proof 6 slides 100% 6/6 slides 100% 6/6 slides · 33 hits
— 0/6 slides
100% 6/6 slides 16.7% 1/6 slides 100% 6/6 slides 100% 6/6 slides Impact & Next Steps 4 slides 100% 4/4 slides 100% 4/4 slides · 10 hits
— 0/4 slides
75% 3/4 slides 25% 1/4 slides 100% 4/4 slides
— 0/4 slides

Slide inventory

30
every slide · same image gating as the playbook
01
Slide 1
Includes standard confidential treatment disclosure and exhibit reference.front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
03
The table uses checkmarks for completed steps and X marks (yellow/red) to indicate lack of engagement or interest.summarize
Open slide detailBeat · Situation & Context
04
The slide uses a calendar grid to track project milestones and management availability.plan_implementation
Open slide detailBeat · Situation & Context
05
The chart shows Orange outperforming the selected peer groups and the S&P 500 index over the specified period.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
06
Includes annotations for specific dates and events impacting stock price.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
07
Includes valuation ranges for Street Case and Management Case scenarios, with a reference line at $19.41.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
08
Includes management estimates vs street consensus for Orange, compared against two peer groups.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Benchmark Gap
09
Includes sensitivity analysis on NTM multiples and discount factors.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
10
Includes detailed valuation inputs and sensitivity tables for share price based on varying multiples and discount factors.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
11
Includes a dashed box highlighting management-approved extrapolations and a circle highlighting the 29% uFCF margin in CY31E.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
12
Includes sensitivity tables for Share Price, Implied Exit Multiples, and Revenue/FCF. Data is presented in $MM.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
13
Includes a specific callout for 'Orange' at 8.8x multiple.cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
14
Transaction data as of September 2022; excludes withdrawn deals and those by strategic acquirers.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
15
Includes deal size, date, consideration type, activist involvement, premium, NTM growth, LFCF margin, Rule of 40, and revenue multiples.cite_precedent
Open slide detail
16
The slide contains redacted text blocks. The structure suggests a hierarchical list of procedural steps.state_next_steps
Open slide detailBeat · Impact & Next Steps
17
The slide uses a bulleted list structure to organize communication steps, with redactions obscuring specific details.state_next_steps
Open slide detailBeat · Impact & Next Steps
18
The slide uses a grid structure to compare items, with a red dashed box highlighting a specific section of the table and a blue shaded area emphasizing specificcompare_options
Open slide detailBeat · Impact & Next Steps
19
The slide uses a two-column layout to distinguish between 'Sponsors' and 'Strategics', with tiered sub-categories for each.prioritize
Open slide detailBeat · Impact & Next Steps
20
appendix
Open slide detail
21
Project Orange, Preliminary and Confidential Draft, Page 21.analyze_data
Open slide detail
22
Includes historical actuals (2019-2021) and projections (2022-2025).compare_options
Open slide detail
23
The slide combines a financial table (capitalization) with a time-series chart (price/volume) and event annotations.illustrate_case
Open slide detail
24
The slide uses line charts to track valuation trends. Data points represent specific valuation multiples at the end of the period.compare_peers
Open slide detail
25
Includes a summary table of average multiples across different economic periods.analyze_data
Open slide detail
26
Data as of 9/12/2022. Rule of 40 defined as sum of revenue growth and free cash flow margin.compare_peers
Open slide detail
27
Includes annotations highlighting changes in price targets and revenue estimates following Q2'22 earnings.analyze_data
Open slide detail
28
The slide presents a standard WACC build-up model with sensitivity adjustments.analyze_data
Open slide detail
29
Standard treasury stock method calculation for diluted shares and enterprise value.quantify_impact
Open slide detail
30
front_matter
Open slide detail