slides · global inventory
Valuation Table
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Matching slides 66
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Framework
31-60 of 66
55
The table uses a DCF-style approach to arrive at an implied share price and downside percentage.Genius Sports Limited (GENI) · Ben Axler
Activist deck Short seller Beat · Solution1 hit
119
The slide uses a red flag icon to signal a warning about the company's valuation.Oatly Group AB (OTLY) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
88
The slide uses a 'Spruce Point Price Target' table to justify a bearish thesis.Samsara Inc. (IOT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
90
The slide uses a scenario-based valuation approach to argue for significant downside risk.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
23
The slide uses a bar chart to show the dispersion of broker valuations, with a clear 'Broker Average' line and standard deviation bands.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
29
Includes a peer comparison table and a valuation buildup table showing potential share price upside.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
52
Includes detailed tax calculation table for Bakken 2013-2017 and qualitative analysis of Bakken vs Utica tax shields.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
17
The slide uses a comparative table to highlight the discrepancy between the implied P/E multiples of the spun-off business versus the remaining business and Glovis.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
11
The table compares Nordic P&C average multiples against historical premium scenarios to calculate value creation.Elliott Management Sampo Group Presentation November 2020 · elliott-management-sampo-group-presentation-november-2020
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
10
Uses animal icons (bear and bull) to denote low and high ends of the valuation range.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
20
Includes analyst quotes from Goldman Sachs and Morgan Stanley to support the thesis.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Agitate1 hit
41
The table highlights a specific range of entry/exit multiples yielding 15-23% IRR.Family Dollar Stores (FDO) · William Ackman
Activist deck Activist investor 1 hit
60
The slide uses a peer benchmark (CB Richard Ellis) to justify the valuation multiple range.General Growth Properties (GGWPQ) · Pershing Square
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
33
The slide uses a DCF-style valuation bridge to demonstrate upside potential from the current share price of $111.50.Valeant Pharmaceuticals International (VRX) · William Ackman
Activist deck Activist investor Beat · Resolution1 hit
64
The table models financial performance (EBIT, EPS, Share Price) across three scenarios of sales per square foot ($250, $300, $350).J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
09
Includes a footnote regarding IFRIC 23 tax liability reservations.Kinnevik | Results Presentation Deck | 46 slides · Kinnevik
Shareholder letter Investor relations Beat · NeedLoop · Cost Of Inaction1 hit
35
Includes detailed footnotes explaining debt allocation, stake in McOpCo, and share repurchase assumptions.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
40
Includes a callout box explaining the underlying EBITDA assumptions and the resulting stock price range.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
21
Includes sensitivity tables for share price, exit multiples, and revenue/FCF growth.Morgan Stanley | Investment Banking Pitch Book | 28 slides · Morgan Stanley
Regulatory filing Investment bank Beat · Impact & Next StepsLoop · Hypothesis Test1 hit
35
Includes two sensitivity tables and a revenue/EBITDA buildup table.Nikola | SPAC Presentation Deck | 58 slides · Nikola
Conference presentation Investment bank Beat · Financials1 hit
43
The slide uses a sensitivity analysis table to show EPS impact based on varying EBIT impact scenarios.Pershing Square | Activist Presentation Deck | 48 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
33
Includes detailed footnotes explaining the derivation of net debt, McOpCo stake, and share buyback assumptions.Pershing Square | Activist Presentation Deck | 79 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution & ApproachLoop · The Reveal1 hit
15
The chart highlights a premium in M&A multiples compared to Starbucks' current valuation.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
118
The slide uses a floating bar chart to visualize valuation ranges across different methodologies.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
123
The table uses a two-column scenario approach (likely representing different cap rate/discount rate assumptions) to derive an implied equity value per share.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
134
The slide uses a peer-based valuation approach to establish a reference range.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
136
Includes detailed footnotes regarding assumptions for credit card receivables, EBITDA growth, mid-year convention, and debt/cash adjustments.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
69
The slide uses a valuation bridge approach to derive TEV from CY22E EBIT.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
78
The table includes a dashed oval highlight around the total TEV range.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
92
The slide uses a mix of EBIT and P/S multiples to account for loss-making segments like Mobile.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit