slides · global inventory
Waterfall Bridge
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,408
Current window 211-240
Pages 81
Rows per page 30
Framework
211-240 of 2,408
28
The chart is a waterfall-bridge diagram showing the reduction of US non-sales locations.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
36
The chart shows the bridge from 20% margin in FY17 to 21-22% in FY20F, accounting for various operational levers and pass-through drags.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
69
The slide uses a waterfall chart to highlight a discrepancy between projected growth and historical performance, framing it as a recurring issue ('Deja Vu').The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
38
The slide uses a waterfall bridge to reconcile management's reported return with the actual economic return after accounting for G&A, Capex, lost royalties, and taxes.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
14
Uses two waterfall charts to bridge 2014 normalized EPS and 2015 guidance to core EPS needed.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ProblemLoop · Iceberg1 hit
14
Uses a waterfall-bridge framework to reconcile EPS figures.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
33
The chart uses a waterfall structure to show cash flow and share repurchases impacting net cash balances over time.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor 1 hit
60
Uses a waterfall bridge to visualize the 'missing' EBIT between pro forma expectations and actual FY23 results.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
100
Uses a waterfall chart to bridge revenue to operating margin.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
49
The slide uses a waterfall-style logic to calculate the cost of debt repayment and associated leakage.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
62
The slide uses a waterfall bridge to demonstrate how specific adjustments (Revs/Doc, margins, WACC) reduce the valuation.AerCap Holdings (AER) · David Einhorn
Conference presentation Activist investor Beat · Resolution1 hit
36
The slide uses a waterfall chart to bridge from a base case valuation to an adjusted valuation based on specific revenue and margin assumptions.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)Loop · Iceberg1 hit
51
The slide uses a waterfall chart to demonstrate the impact of specific assumption adjustments on a valuation model.athenahealth, Inc. (ATHN) · David Einhorn
Conference presentation Activist investor Beat · The Victory (Alternative perspective)1 hit
66
The chart illustrates a 2.7% CAGR over the period.CONSOL Energy (CNX) · David Einhorn
Conference presentation Activist investor 1 hit
46
The slide uses a bridge/waterfall structure to explain the valuation gap between accounting measures and market capitalization.Pioneer Natural Resources (PXD) · David Einhorn
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
49
Uses a waterfall-bridge chart to illustrate value creation levers.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Three Horizons1 hit
60
The slide uses a waterfall bridge to illustrate the gap between pro forma expectations and actual FY23 performance.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
100
Includes a waterfall chart illustrating the margin bridge.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
19
The chart uses a standard waterfall bridge to reconcile segment values to an enterprise value and finally an SOTP total, compared against the current share price.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
59
Includes a waterfall chart explaining the FY18 to FY19 profit bridge.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
96
The slide uses a waterfall bridge to demonstrate capital availability from cash, FCF, asset sales, and leverage.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
20
Uses a waterfall-bridge style to illustrate the gap between projected and actual performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
14
Uses a waterfall bridge to demonstrate the gap between current performance and required guidance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter1 hit
68
The chart uses a waterfall structure to build up from individual capital sources to a total 'Trian Case' capital return.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
71
The slide uses a waterfall bridge to justify a specific EPS target.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
18
The slide uses a waterfall bridge to visualize share dilution.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
40
The table demonstrates the calculation of adjusted EPS common and compares it to the reported Operating EPS from 8-K filings, showing a zero variance.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
31
The chart uses a waterfall structure to bridge current EPS to potential pro-forma EPS based on specific operational improvements and capital allocation.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The chart uses a bridge format to illustrate the delta between current consensus and the activist's projected upside.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor Beat · Solution1 hit
38
The slide uses a dual-waterfall structure to connect current cost structure to future margin expansion.Xerox Corporation (XRX) · Carl C. Icahn
Activist deck Activist investor Beat · Expose Contradiction1 hit