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Valuation Bridge
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 329
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Framework
61-90 of 329
69
The slide uses a pro forma analysis to argue for a lower valuation multiple for Tripadvisor, suggesting it is undervalued.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
79
The slide uses a waterfall-style logic to show multiple compression through asset sale and margin improvement.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
24
The slide uses a bar chart to compare Tripadvisor's current valuation multiple against a pro forma scenario and a set of online travel and marketplace peers.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
43
The slide uses a waterfall-style logic to show multiple compression based on hypothetical business improvements and asset sales.Tripadvisor, Inc. (TRIP) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
12
The slide uses a dual-axis line chart to argue that the timing is optimal for a PropCo/OpCo split based on market multiples.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
43
The chart uses a fan-out projection from the current stock price to a range of potential future valuations based on different EBITDA multiples.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
05
This slide is part of a larger document; it specifically analyzes the valuation gap between a standalone plan and an acquisition offer.Perrigo Company plc (PRGO) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
The slide uses a valuation bridge to expose a discrepancy in the deal terms.Dell Technologies (Class V / DVMT tracking stock) (DVMT) · Carl C. Icahn
Activist deck Activist investor Beat · Problem1 hit
49
The slide uses a 'gain' framing to argue that the buyer (AerCap) secured a bargain relative to the seller's (AIG/ILFC) assets.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
44
The slide calculates an adjusted P/E of 11.7x based on an adjusted EPS of $10.97.Bayer AG (BAYN) · David Einhorn
Conference presentation Activist investor Beat · Action1 hit
30
The chart visualizes the sum of parts valuation.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
37
The slide uses a negative value to highlight 'Value destruction' of $3.37 per BOE.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
05
Uses a simple additive visual structure to show the components of the deal value.Health Management Associates (HMA) · Larry Robbins
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide argues that ADT's cash flow profile is similar to REITs and should be valued using AFFO multiples.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
28
The slide uses a sum-of-the-parts approach to value different land categories and agribusiness EBITDA.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
44
The slide uses a bridge table to justify a valuation multiple adjustment.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
69
The slide uses a 10-12x EBIT multiple to justify a $35-43bn valuation, arguing it is a conservative premium to Japanese peers and a discount to US/China peers.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
78
The slide uses a sum-of-the-parts (SOTP) logic to justify the valuation of the music segment.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
92
Includes a valuation table for segments and a bar chart for peer EV/EBIT multiples.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
02
The slide argues that the market is assigning a very low valuation to the core business, implying a lack of confidence in current management.Yahoo! Inc. (YHOO) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
63
The table uses a standard NAV build-up approach for mining assets.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
64
The table uses a standard NAV build-up methodology.Teck Resources (TECK) · David Einhorn
Conference presentation Activist investor Beat · Solution1 hit
12
The slide uses a sum-of-the-parts valuation approach to justify a specific share price target.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
22
Uses a waterfall-style bridge to show the drop from the final offer price to current valuation.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
07
The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
45
The slide uses two distinct methodologies to adjust GE's stock price and EPS to arrive at a pro forma P/E ratio.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
37
Includes a valuation bridge calculation for implied share value.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor Loop · Mece Breakdown1 hit
21
The slide uses a sensitivity analysis (7.0x, 7.5x, 8.0x) to demonstrate that Xerox is undervalued relative to the Fuji Xerox valuation used by the Board.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
23
The slide uses a specific 'Net Contributed Cash Flow' calculation to argue the deal is undervalued.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Propose Solution1 hit
40
The slide uses a 7.0x multiple as the base case for the bridge calculation.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit