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Show Valuation Bridge
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Matching slides 1,328
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571-600 of 1,328
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Part of Pershing Square's proposal for a McOpCo IPO.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
34
The slide presents a valuation model based on 2006E EBITDA multiples.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
35
Includes detailed footnotes explaining debt allocation, stake in McOpCo, and share repurchase assumptions.McDonald's Corporation (MCD) · William Ackman
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36
The slide outlines a recapitalization strategy involving debt issuance to fund share buybacks.McDonald's Corporation (MCD) · William Ackman
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56
Includes a section divider box in the top left corner.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
65
Part of Pershing Square's activist proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 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
39
The slide uses a waterfall-like logic to bridge current valuation to a revalued state based on sum-of-the-parts.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
40
Includes a callout box explaining the underlying EBITDA assumptions and the resulting stock price range.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
43
The slide uses a 'preempt_rebuttal' strategy by explicitly stating that the current valuation is conservative and does not account for these potential improvements.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
44
The chart uses a bridge/waterfall structure to show the cumulative impact of different value-creation levers.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
13
The slide uses a sum-of-the-parts valuation approach to isolate the implied real estate value.Target Corporation (TGT) · William Ackman
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27
Includes footnotes regarding standalone costs and normalized interest expense.Target Corporation (TGT) · William Ackman
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31
The chart uses a stacked bar format to illustrate the components of value (Target Corp vs TIP REIT) at different stages.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
45
Uses a simple additive model to demonstrate accretion.Target Corporation (TGT) · William Ackman
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55
Uses a waterfall-bridge style chart to illustrate value creation from $40 to $83.Target Corporation (TGT) · William Ackman
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The slide uses a waterfall bridge to decompose value drivers.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
09
The slide uses a comparison frame to highlight valuation arbitrage potential.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
10
Uses a waterfall-style bridge to illustrate the value creation of a corporate spin-off.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Solution & ApproachLoop · Logic Chain1 hit
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Uses a waterfall-bridge structure to illustrate value creation from corporate restructuring.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
54
Uses a simple additive model for valuation based on benchmark yield plus credit spread.Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
55
The table displays a 20-year DCF model summary with specific assumptions for discount rates and cap rates.Target Corporation (TGT) · William Ackman
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The slide uses a sum-of-the-parts approach to justify a $38/share valuation.Target Corporation (TGT) · William Ackman
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57
The chart is a simple stacked bar representing the sum of two parts ($36 + $31 = $67).Target Corporation (TGT) · William Ackman
Activist deck Activist investor 1 hit
17
The table uses a standard EBITDA multiple valuation approach.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
19
The slide uses a bottom-up approach to value fee simple units and building-only units, then adjusts for tax basis and compares to total enterprise value.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
21
The table uses EBITDA multiples to derive enterprise value, then subtracts net debt to arrive at equity value per share.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Solution1 hit
25
The slide highlights the discrepancy between Wendy's trading multiple and the multiple paid for Triarc.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
27
Includes footnotes 1-4 detailing EBITDA adjustments and share calculations.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
29
Includes two sensitivity tables with highlighted rows for the $160mm cost savings scenario.Wendy's International (WEN) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit