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
121-150 of 467
115
The slide uses a before-after comparison of proxy statements and a peer benchmark table to expose the contradiction in management's stated focus on profitability vs. actual compensation incentives.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a peer benchmark table to justify the adjustment assumptions applied to the financial model on the left.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Iceberg1 hit
30
The slide uses a two-part table structure: a revenue/inventory adjustment model on the left and a peer benchmark comparison on the right.Monolithic Power Systems (MPWR) · Ben Axler
Activist deck Short seller Beat · Agitate (Make it worse)Loop · Hypothesis Test1 hit
131
The target company (Mettler-Toledo) is highlighted in red across all four charts.Mettler-Toledo International, Inc. (MTD) · Ben Axler
Activist deck Short seller Beat · ConclusionLoop · Cost Of Inaction1 hit
93
The slide uses red arrows to connect the SEC filing text regarding the new CFO's age (37) to Korn Ferry's benchmark data showing the average CFO age is 54.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses a bar chart comparison to show WSP (in red) trading at a premium to the peer group average (orange line).WSP Global Inc. (WSP) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
101
The slide uses a peer group to establish a 'median impairment' benchmark and applies it to the target company (PWSC) to demonstrate financial risk.PowerSchool Holdings, Inc. (PWSC) · Spruce Point Capital Management
Activist deck Short seller 1 hit
99
The slide uses peer benchmarking (ASML, Applied Materials, Lam, Tokyo Electron, KLA) to establish a baseline for 'normal' inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
15
The slide uses a peer benchmark table to expose a gap in financial performance, specifically targeting GTT's low cash conversion rate compared to industry peers.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
24
The slide uses peer benchmarking to argue for a valuation re-rating.BHP Billiton (BHP) · Elliott
Activist deck Activist investor Beat · Solution & Approach1 hit
39
The slide uses a 'villain' framing by highlighting Hess's poor performance relative to peers despite favorable market conditions.Hess Corporation (HES) · Elliott Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
40
The slide uses two bar charts to benchmark payout ratios, highlighting that Hyundai's current policies are vague and below peer averages.Hyundai Motor Group · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
34
The slide uses a peer benchmark to argue for operational improvement and capital return.Marathon Petroleum Corporation (MPC) · Elliott
Activist deck Activist investor Beat · Solution1 hit
236
Huntsman Corporation (HUN)Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor 1 hit
85
The table highlights the discrepancy between compensation benchmarking peers and performance benchmarking peers.Huntsman Corporation (HUN) · Starboard Value
Activist deck Activist investor Loop · Aha Moment1 hit
19
Solar is highlighted in red in all charts.Lazard | Investment Banking Pitch Book | 46 slides · Lazard
Consulting deck Investment bank Beat · Solution & ApproachLoop · Hypothesis Test1 hit
28
The slide uses bar charts to compare Solar's performance metrics against a set of industry peers.Lazard | Investment Banking Pitch Book | 46 slides · Lazard
Consulting deck Investment bank Beat · Evidence & Proof1 hit
37
Data sourced from Company Filings and Factset as of May 21, 2013.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
22
The table compares six companies: Zumiez, Tilly's, American Eagle, Abercrombie & Fitch, and Aeropostale, plus a 'HEAT' column.Perella Weinberg Partners | Investment Banking Pitch Book | 68 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Solution & Approach1 hit
49
The slide uses two bar charts to compare leverage metrics across six peer categories.Perella Weinberg Partners | Investment Banking Pitch Book | 68 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Golden Circle1 hit
51
Includes R-squared values for each regression line; 'Heat' is highlighted as a specific data point in each chart.Perella Weinberg Partners | Investment Banking Pitch Book | 68 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Golden Circle1 hit
25
The slide highlights a potential reduction in SG&A ratio from 14.4% to 14.1% based on peer benchmarks, while noting that this analysis ignores P&G's scale advantage.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
15
The slide uses a 'Streamline 66' branding, likely an activist campaign by Elliott Management against Phillips 66.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
25
The slide highlights a potential efficiency gap while noting that the analysis ignores P&G's scale advantage.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
114
The slide uses a bar chart to expose a performance gap in labor efficiency.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
127
Uses 'Proved successful' callouts to highlight peer benchmarks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
138
Uses a peer-benchmark comparison to justify the reduction in marketing spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
158
Uses color coding: Blue for peers, Red for current Darden, Green for pro-forma Darden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
63
The chart uses a broken axis for the Y-axis (Revenue) and X-axis (Market Cap) to accommodate outliers like Microsoft and Google.Starboard Value | Activist Presentation Deck | 96 slides · Starboard Value
Activist deck Activist investor 1 hit
07
Danone is highlighted in blue in the 3-year and 1-year charts to emphasize its poor performance relative to peers.Trian Partners | Activist Presentation Deck | 16 slides · Trian Partners
Activist deck Activist investor Beat · Competition1 hit