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Sum Of The Parts Valuation
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Includes peer comparison charts for Protection and Annuity segments, a segment contribution breakdown, and a detailed valuation table.1 IBD presentation 2021 Fbl Financial Group Inc Barclays Capital · 1-ibd-presentation-2021-fbl-financial-group-inc-barclays-capital
Deck Investment bank Beat · Evidence & ProofLoop · Pattern Hunter1 hit
30
Contains two distinct valuation tables for different business segments.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
42
Contains two distinct tables: a summary valuation table and a detailed peer group comparison for the Natural Gas Transportation segment.21 IBD presentation 2020 Tallgrass Energy LP Evercore Group 1 · 21-ibd-presentation-2020-tallgrass-energy-lp-evercore-group-1
Deck Investment bank Beat · Financials1 hit
43
Contains two distinct valuation tables with peer group multiples and implied enterprise value calculations.21 IBD presentation 2020 Tallgrass Energy LP Evercore Group 1 · 21-ibd-presentation-2020-tallgrass-energy-lp-evercore-group-1
Deck Investment bank Beat · Solution1 hit
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Financial valuation tables comparing TGE segments against industry peers using EBITDA multiples and distribution yields.21 IBD presentation 2020 Tallgrass Energy LP Evercore Group 1 · 21-ibd-presentation-2020-tallgrass-energy-lp-evercore-group-1
Deck Investment bank Beat · Solution1 hit
73
The slide uses a sum-of-the-parts (SOTP) valuation framework to justify a bearish price target.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Victory1 hit
102
The slide uses a sum-of-the-parts valuation approach to justify a significant downside for the stock.Canadian Tire Corporation (CTC.A) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution (Provide relief)1 hit
108
The slide uses a sum-of-the-parts valuation approach to justify a significant downside risk.Zebra Technologies Corp. (ZBRA) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionsLoop · Logic Chain1 hit
93
The slide uses a sum-of-the-parts (SOTP) valuation approach to justify a bearish thesis.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
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The slide uses a mathematical additive structure (1+2+3=Total) to explain the valuation logic.Apollo Global Management | Investor Presentation Deck | 30 slides · Apollo Global Management
Pitch deck Investor relations Beat · Business Model1 hit
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The slide illustrates a structural change in the valuation model where the 'ATH Stake' from the pre-merger balance sheet is reclassified or expanded into 'Retirement Services Earnings' post-merger.Apollo Global Management | Mergers and Acquisitions Presentation Deck | 48 slides · Apollo Global Management
Conference presentation Investment bank Beat · Solution & Approach1 hit
05
The slide uses a three-part bar chart sequence to illustrate the valuation gap.Baird | Investment Banking Pitch Book | 7 slides · Baird
Consulting deck Investment bank 1 hit
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The slide uses a table to contrast business segments and provides a list of strategic actions to address valuation gaps.Barclays+Investor+Presentation+vFINAL · Calumet Specialty Products Partners, L.P.
Consulting deck Equity research Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
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The table includes a 'BSC REFERENCE RANGE' row highlighted in cyan, summarizing the total valuation metrics.Bear Stearns | Investment Banking Pitch Book | 80 slides · Bear Stearns
Consulting deck Investment bank Loop · Cost Of Inaction1 hit
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Uses a sum-of-the-parts logic to highlight market inefficiency.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
05
This is a sum-of-the-parts valuation model used by Trian Partners in their 2014 activist campaign.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Golden Circle1 hit
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The table uses two scenarios for Cap Rate (8.0% and 6.0%) to determine the valuation range.Corrections Corporation of America (CXW) · William Ackman
Conference presentation Activist investor Beat · Ultimate Achievement1 hit
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Includes specific valuation adjustments for tax, debt, and corporate expenses.Evercore | Investment Banking Pitch Book | 54 slides · Evercore
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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The slide uses a rhetorical question to transition into a detailed valuation breakdown.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)1 hit
31
The table uses a standard SOTP valuation structure, adjusting for debt, cash, and share count to arrive at NAVPS.Fort Capital | Investment Banking Pitch Book | 56 slides · Fort Capital
Consulting deck Investment bank Beat · Evidence & ProofLoop · Hypothesis Test1 hit
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The slide uses a visual bridge to contrast current market valuation with estimated intrinsic value.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
38
The slide uses a sum-of-the-parts valuation approach, aggregating different revenue streams and multiples.Ginkgo | Investor Conference Presentation Deck | 43 slides · Ginkgo Bioworks
Conference presentation Investor relations Beat · Ultimate Achievement1 hit
49
The slide uses a visual addition structure to imply a sum-of-the-parts valuation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
50
The slide uses a simple bridge diagram to highlight the gap between current market valuation and estimated asset value.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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The slide uses a sum-of-the-parts valuation approach to justify enterprise value.GreenLight | SPAC Presentation Deck | 56 slides · GreenLight Biosciences
Pitch deck Investment bank Beat · Financials1 hit
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The slide uses a sum-of-the-parts (SOTP) valuation methodology, aggregating enterprise values from various business units and projects.J.P.Morgan | Investment Banking Pitch Book | 32 slides · JPMorgan
Deck Investment bank Beat · Financials1 hit
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Includes valuation multiples and discount rates for various project segments.J.P.Morgan | Investment Banking Pitch Book | 33 slides · JPMorgan
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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The slide uses a sum-of-the-parts approach to derive valuation ranges for two segments (ISS/HE/PS and AS) and reconciles them to an implied share price.Lazard | Investment Banking Pitch Book | 46 slides · Lazard
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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Includes a valuation bridge from Enterprise Value to Implied Price per Share.Lazard | Investment Banking Pitch Book | 46 slides · Lazard
Consulting deck Investment bank Beat · Evidence & Proof1 hit
22
Uses sum-of-the-parts valuation logic to justify a higher share price.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
17
The slide critiques S&P's lease accounting methodology and details the sum-of-the-parts valuation approach for Casino's assets.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
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Detailed SOTP breakdown including operating assets, non-operating assets, liabilities, and hybrid instruments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Aha Moment1 hit
49
The slide uses a simple additive visual metaphor to represent the sum of parts valuation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
50
Uses a sum-of-the-parts valuation logic to argue for undervaluation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
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The slide uses a sum-of-the-parts valuation approach to justify a higher stock price based on operational improvements.Pershing Square | Activist Presentation Deck | 31 slides · Pershing Square
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
07
The slide uses a sum-of-the-parts valuation approach for Rubicon, aggregating equity contributions from TEN and ARBR.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Includes specific valuation methodologies for operating businesses (EV/EBITDA multiples and DCF).Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · AgitateLoop · Mece Breakdown1 hit
103
Provides specific accounting adjustments for hybrid bonds, subsidiary debt, and asset transfers to SVF.SoftBank | Investor Presentation Deck | 103 slides · SoftBank
Pitch deck Investor relations 1 hit
03
Includes footnotes detailing assumptions for capacity, revenue, and valuation multiples.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
04
Includes footnotes 10, 11, and 12.Riot Platforms, Inc. (RIOT) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Waterfall Value1 hit
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Waterfall chart used to bridge individual business unit valuations to a total SOTP value.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Before After1 hit
05
The slide uses a pie chart to illustrate the sum-of-the-parts valuation, highlighting that the 'Core Yahoo' business is only a fraction of the total value.Third Point Management | Activist Presentation Deck | 13 slides · Third Point
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Golden Circle1 hit
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The table breaks down valuation by business segment (Domestic Cable, Paramount, Corporate) and adjustments for JVs, debt, and cash.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor 1 hit
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Uses a sum-of-the-parts valuation logic to argue against a takeover bid.Yahoo | Investor Presentation Deck | 35 slides · Yahoo
Pitch deck Investor relations 1 hit
05
This is a classic 'sum-of-the-parts' valuation breakdown used by activist investors to highlight undervaluation.Yahoo! Inc. (YHOO) · Third Point
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit