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Sum Of The Parts
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Uses a sum-of-the-parts (SOTP) valuation framework to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
25
Contains two distinct valuation tables for different asset classes.21 IBD presentation 2020 Tallgrass Energy LP Evercore Group 1 · 21-ibd-presentation-2020-tallgrass-energy-lp-evercore-group-1
Deck Investment bank 1 hit
26
Contains two distinct valuation tables based on precedent transactions for different asset classes.21 IBD presentation 2020 Tallgrass Energy LP Evercore Group 1 · 21-ibd-presentation-2020-tallgrass-energy-lp-evercore-group-1
Deck Investment bank 1 hit
27
Contains two distinct valuation tables: Precedent M&A Transactions and Peer Group Trading Analysis.21 IBD presentation 2020 Tallgrass Energy LP Evercore Group 1 · 21-ibd-presentation-2020-tallgrass-energy-lp-evercore-group-1
Deck Investment bank 1 hit
297
Includes footnotes (a) through (d) detailing comparable companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
16
The slide uses a mathematical additive structure to explain the valuation model.Apollo Global Management | Investor Presentation Deck | 29 slides · Apollo Global Management
Pitch deck Investor relations 1 hit
30
The slide uses a sum-of-the-parts (SOTP) methodology to derive an implied share price.Apollo Global Management | Mergers and Acquisitions Presentation Deck | 48 slides · Apollo Global Management
Conference presentation Investment bank Beat · Solution & Approach1 hit
07
The slide uses a sum-of-the-parts approach to derive total implied equity value by adding standalone DCF values and synergies (Tax & G&A).Baird | Investment Banking Pitch Book | 8 slides · Baird
Consulting deck Investment bank Beat · FinancialsLoop · Hypothesis Test1 hit
47
The slide uses a floating bar chart (range chart) to visualize valuation ranges.Blackwells Capital | Activist Presentation Deck | 115 slides · Blackwells Capital
Activist deck Activist investor 1 hit
14
The slide presents a valuation breakdown for two business segments and an intersegment adjustment, resulting in a combined firm value range.Citi | Investment Banking Pitch Book | 16 slides · Citi
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
32
The slide uses a waterfall bridge to reconcile Equity Value to Enterprise Value and then subtracts specific assets to arrive at the Stub value.Telecom Italia SpA (TIM) (TIT.MI) · Elliott
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
08
The slide highlights the conglomerate discount by comparing the current trading multiple (6.6x) to the SOTP valuation (8.4x) and peer segment multiples.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · AgitationLoop · Cost Of Inaction1 hit
36
Includes detailed footnotes explaining valuation assumptions and methodology.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
15
The slide uses a waterfall chart to bridge business unit valuations to consolidated equity value.J.P.Morgan | Investment Banking Pitch Book | 21 slides · J.P. Morgan
Consulting deck Investment bank Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
82
The slide uses a weighted average approach based on earnings contribution to derive a base business multiple.Pershing Square | Activist Presentation Deck | 110 slides · Pershing Square Capital Management
Activist deck Activist investor 1 hit
38
Pershing Square activist deck slide. Uses sum-of-the-parts valuation logic to justify a higher multiple.Pershing Square | Activist Presentation Deck | 58 slides · Pershing Square Capital Management
Activist deck Activist investor Beat · Business ModelLoop · Mece Breakdown1 hit
06
Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
Uses a sum-of-the-parts valuation bridge to highlight the valuation gap.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Problem1 hit