{
  "docId": "019de073-8ecf-767d-8da1-92c2edeeb754",
  "docSlug": "615796c2ee7cde8eb6c96842963f4ee0",
  "documentTitle": "Morgan Stanley | Investment Banking Pitch Book | 30 slides",
  "authorId": "morgan-stanley",
  "authorName": "Morgan Stanley",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2022-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.2938006,
  "pageNumber": 5,
  "pageCount": 30,
  "prevPage": 4,
  "nextPage": 6,
  "slideType": "peer_benchmark",
  "function": "compare_peers",
  "density": "balanced",
  "nDataPoints": 4,
  "notes": "The chart shows Orange outperforming the selected peer groups and the S&P 500 index over the specified period.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de073-8ecf-767d-8da1-92c2edeeb754/5",
  "deckHref": "/decks/019de073-8ecf-767d-8da1-92c2edeeb754",
  "deckJsonHref": "/decks/019de073-8ecf-767d-8da1-92c2edeeb754.json",
  "deckAnchorHref": "/decks/019de073-8ecf-767d-8da1-92c2edeeb754#slide-5",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.88,
        "x": 0.06,
        "y": 0.23
      },
      "kind": "chart",
      "text": "Share Price Performance Indexed to 100 (%)",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ca6613db-74fd-40a2-8c67-30eacc24e988",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.88,
        "x": 0.06,
        "y": 0.85
      },
      "kind": "disclaimer",
      "text": "Source: Capital IQ. Notes: 1. Market data and Thomson estimates as of 9/12/2022. 2. Median of each category shown; High Growth Software includes: Atlassian, Docusign, Smartsheet, Jamf, ZoomInfo, Asana, Sprout Social, Pagerduty, Hubspot; High Growth Security includes: Crowdstrike, Okta, Qualys, Rapid7, Tenable, Zscaler",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a605819a-256b-4ad9-b946-e3085c5c0a41",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.48,
        "x": 0.26,
        "y": 0.815
      },
      "kind": "legend",
      "text": "Orange; High Growth Software; High Growth Security; S&P 500",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f92fd373-45e5-441b-b985-0c6382557e99",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.7,
        "x": 0.06,
        "y": 0.11
      },
      "kind": "title",
      "text": "Since IPO, Orange Share Price Has Outperformed Peers",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d92febf4-dd76-4ff1-acb7-6315b3edd7dc",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Slide recipe: the peer-gap chart",
      "slug": "peer-gap-chart-recipe",
      "agent": "designer",
      "layer": "slide",
      "matchId": "e54dbff5-b1d0-43d7-b724-59b1ee5053aa",
      "evidence": "Share Price Performance Indexed to 100 (%)",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 8,
      "from": 5,
      "beatId": "1b011e72-b8cc-461c-a337-9acbc507005b",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Problem & Complication",
      "beatSlug": "consultants-gambit-problem-complication",
      "evidence": "The deck presents a financial analysis and peer benchmarking, highlighting the complications and challenges.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 8,
      "from": 5,
      "name": "Benchmark Gap",
      "slug": "39-benchmark-gap",
      "bestFor": "Performance improvement, competitive analysis, target setting",
      "matchId": "2e6e9526-c914-402b-ba76-abad771ab029",
      "evidence": "The deck presents a peer benchmarking analysis to support the identification of the benchmark gap.",
      "position": 0,
      "objective": "To identify the benchmark gap and understand the valuation multiples.",
      "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity",
      "confidence": 0.7,
      "description": "Compare performance against best-in-class to quantify the opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}