slides · global inventory
Peer Benchmark
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 467
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Framework
91-120 of 467
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The chart uses a 'fully-leased' adjustment to normalize for real estate ownership differences among restaurant chains.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
127
Uses 'Proved successful' callouts to highlight peer benchmarks.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
253
The slide uses a peer benchmarking approach to justify a proposed strategic shift toward franchising for Olive Garden and LongHorn.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
32
The chart highlights the gap between BILL's 4% incremental margin and the 32% peer median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
36
The slide uses a 'pro forma' valuation for BILL in the second chart to illustrate the impact of reaching the Rule of 40.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
54
The slide uses a line chart to show Mettler's declining ratio over time and a table to compare this trend against a peer group.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · Valuation Table1 hit
59
The table uses placeholder numbers (1-6) instead of actual financial data, likely for illustrative purposes in the deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
61
Contains two exhibits: OIBDA Margin Benchmarking (Subscription) and AOL Peer Benchmarking (Advertising).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
263
The slide uses a sum-of-parts valuation logic to justify a higher implied share price compared to the current trading price.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
278
The table uses ordinal rankings (1-6) rather than raw financial data to compare performance.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
284
Includes two exhibits: projected financials and peer ranking table.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
42
The slide uses a peer benchmark to justify a specific cost-cutting target of 300bps.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
53
The slide uses a color-coded dot system to represent performance levels (Gap, Weak, Moderate, Strong) across different evaluation criteria.McDonald's Corporation (MCD) · Carl C. Icahn
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
32
Uses a peer benchmark chart to highlight the margin gap between BMY and its peers.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
178
Uses red-to-blue color coding to emphasize the gap between the subject company and the benchmark.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
183
The slide uses a red bar for the target company (BMY) to highlight underperformance.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide uses a peer benchmarking approach to highlight Autodesk's underperformance in profitability metrics.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem (Identify pain)1 hit
27
The chart uses color coding to distinguish between specific companies (Vivint, Securitas, Monitronics, Protection 1, ADT) and broader industry sectors (Sector Group Median, Cable, Satellite, and Telecom).ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
90
The table highlights Kao's lack of specific expertise (Consumer Marketing, Digital, Global FMCG, Supply Chain) compared to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
18
The chart shows Kao's margin trend line diverging significantly from peers like P&G, L'Oreal, Unilever, and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
Uses peer benchmarking to expose management's failure to reduce costs despite portfolio simplification.Capricorn Energy PLC (CNE) · Palliser
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The chart highlights Pfizer's position relative to a peer median of 46 drugs.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a '1A' label, suggesting it is part of a larger section on margin improvement.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
17
The slide highlights Office Depot's underperformance relative to its peers in the office supply sector.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
48
Uses peer benchmarking to justify operational changes.Tessera Technologies Inc. (TSRA) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
04
The slide uses peer benchmarking to expose the company's historical underperformance and lack of credibility in meeting future targets.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
57
Uses a dual-chart layout to show absolute dollar costs and percentage of revenue.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
30
The slide uses peer benchmarks (Greenhill, Evercore) to justify a target margin expansion for Lazard.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
25
The slide uses a bar chart to highlight UNP's position at the extreme end of the distribution for all three metrics.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit
80
Uses peer benchmarking to justify a specific headcount target.Yahoo! Inc. (YHOO) · SpringOwl Asset Management LLC
Activist deck Activist investor 1 hit