33 IBD presentation 2020 Gridsum Holding Inc Houlihan Lokey 1

-ibd-presentation-2020-gridsum-holding-inc-houlihan-lokey-1 · 2020-01
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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Slide 1
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The slide compares financial metrics between two specific dates, highlighting that multiples and discount rates remained unchanged while implied values shifted summarize
Open slide detailLoop · So What Cascade
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The table highlights changes in key financial metrics including cash, debt, revenue, and EBITDA.summarize
Open slide detailLoop · So What Cascade
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The slide presents two distinct tables comparing financial metrics across two time periods for two industry segments.analyze_data
Open slide detailLoop · So What Cascade
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Slide details the timeline of acquisition proposals from July 2019 to May 2020.front_matter
Open slide detailLoop · So What Cascade
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The slide includes detailed footnotes explaining the calculation of dilutive equivalents, debt adjustments, and revenue adjustments related to Chinese regulatoranalyze_data
Open slide detailLoop · So What Cascade
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Data presented in RMB millions.analyze_data
Open slide detailLoop · So What Cascade
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Includes a disclaimer regarding potential contract cancellations due to legislation.analyze_data
Open slide detailLoop · So What Cascade
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The slide uses a table-like structure to categorize financial risks into three sections: 2019 20-F commentary, FutureX convertible note issues, and other debt tsummarize
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The chart compares various valuation methodologies against a transaction consideration of $2.00 per ADS.analyze_data
Open slide detailBeat · Financials
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The table details the bridge from enterprise value to equity value per ADS, including adjustments for cash, debt, and non-controlling interests.analyze_data
Open slide detailBeat · Financials
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Includes detailed footnotes explaining revenue declines, expense trends, and accounting adjustments.analyze_data
Open slide detailBeat · Financials
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Includes a specific comparison for Gridsum at two different dates.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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Includes summary statistics (Low, High, Median, Mean) and specific data for Gridsum as of two different dates.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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Includes sensitivity tables for Implied Perpetual Growth Rate and Implied 2025E EBITDA Terminal Multiple.analyze_data
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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front_matter
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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front_matter
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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Includes mean and median lines for both peer groups.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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Includes two bar charts with mean and median lines for peer groups.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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The charts highlight Gridsum as an outlier with 69.0% debt-to-capitalization in both peer groups.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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Includes mean and median benchmarks for each group; Gridsum is excluded from calculations.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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Includes mean and median benchmarks for both groups.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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Includes mean and median benchmarks for two distinct peer groups.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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The charts use a waterfall-style bar layout to show individual company performance relative to mean and median benchmarks.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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Includes mean and median benchmarks for two distinct industry segments.compare_peers
Open slide detailBeat · FinancialsLoop · Benchmark Gap
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front_matter
Open slide detailBeat · Financials
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Includes enterprise value calculations, price averages, and trading volume metrics.analyze_data
Open slide detailBeat · Financials
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The chart uses a vertical dashed line to mark the 'Since Proposal' date (5/1/20).compare_peers
Open slide detailBeat · Financials
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The slide tracks the impact of various proposals and earnings reports on the company's stock price and financial health.analyze_data
Open slide detailBeat · Financials
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The chart highlights a period of financial reporting failure and subsequent decline in stock price, annotated with specific events A-L.analyze_data
Open slide detailBeat · Financials
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The slide presents a table of historical VWAP values and four bar charts showing the percentage distribution of trading volume across price ranges for differentanalyze_data
Open slide detailBeat · Financials
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The slide uses bar charts to compare financial metrics across two peer groups: Data Analytics and U.S. & China-Listed Low Growth Software.compare_peers
Open slide detailBeat · Financials
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Includes mean and median benchmarks; highlights Net Element's outlier status.compare_peers
Open slide detailBeat · Financials
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Includes detailed footnotes explaining share classes, ADS equivalence, and specific entity holdings.analyze_data
Open slide detailBeat · Financials
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front_matter
Open slide detailBeat · Financials
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The slide uses grouped bar charts to contrast two scenarios across four financial metrics.compare_peers
Open slide detailBeat · Financials
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Includes footnotes explaining specific line item adjustments and historical trends.analyze_data
Open slide detailBeat · Financials
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transition