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Includes a vertical red line indicating a specific date (August 17th) and a grey vertical bar indicating a date (September 5th).Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & Complication1 hit
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Morgan Stanley | Investment Banking Pitch Book | 41 slidesMorgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & Complication1 hit
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Morgan Stanley | Investment Banking Pitch Book | 41 slidesMorgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & Complication1 hit
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The slide compares historical actuals (black) with Street estimates (dashed blue) and Management forecasts (solid green).Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & Complication1 hit
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Street financials represent Thomson consensus as of 8/12/2022; Management reflects forecast provided by Management on 8/12/2022.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & Complication1 hit
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Morgan Stanley | Investment Banking Pitch Book | 41 slidesMorgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & Complication1 hit
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The slide uses a dual-axis chart (price and volume) with callout boxes for specific dates and events.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Analogy1 hit
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The chart shows Orange outperforming its peer groups and the S&P 500 since its IPO.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Analogy1 hit
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The slide shows a clear trend of multiple compression and convergence across all three categories.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & ProofLoop · Analogy1 hit
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The slide compares 'Top 5 Software' vs 'All Software' multiples, with a summary table of averages across different economic periods.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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The slide uses a football field chart to visualize valuation ranges across different metrics and scenarios.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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Data as of 8/12/2022.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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Includes median benchmarks for peer groups; some data points marked as N.M. (Not Meaningful).Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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The slide compares valuation multiples (AV/Revenue) against two different independent variables to assess the impact of FCF margin on valuation.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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The slide uses color-coding to distinguish between Orange estimates (orange), High Growth Software (teal), and High Growth Security (purple) companies.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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Includes sensitivity analysis on NTM multiples and discounted future share price calculations.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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The slide uses a DCF-based valuation approach to derive share price, discounting back from Dec 2024 to Aug 2022.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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The chart highlights 'Orange' at 8.8x and shows a median of 7.7x.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Transaction data as of August 2022; excludes withdrawn deals.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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The table includes deal size, date, consideration, activist involvement, premium, NTM revenue growth, NTM LFCF margin, Rule of 40, and NTM purchase revenue multiple.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Includes annotations regarding post-earnings changes in price targets and revenue estimates.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Morgan Stanley | Investment Banking Pitch Book | 41 slidesMorgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit
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The slide uses a waterfall chart structure to show the bridge between EBITDA and FCF, including NWC changes and capital expenditures.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit
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The slide uses a waterfall chart structure to show the bridge from EBITDA to FCF, including NWC changes and capital expenditures.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit
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The chart displays the count of weeks falling into specific percentage change buckets.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit
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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.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit
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The slide shows a sensitivity analysis of share price based on NTM revenue multiples, comparing raw future price vs. discounted price.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit
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Includes a legend for valuation multiples and current share price; data is based on management case.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit
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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 matrix.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit
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The slide demonstrates a consistent pattern of outperforming market expectations.Morgan Stanley | Investment Banking Pitch Book | 41 slides · Morgan Stanley
Consulting deck Investment bank Beat · Solution & Approach1 hit