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Show Valuation Bridge
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Matching slides 1,328
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Slide function
61-90 of 1,328
15
The chart uses a bridge-like logic to show how Fortrea's valuation multiple would compress if it achieved peer-level margins, implying it is currently undervalued.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
The slide uses a comparison table to show how closing the margin gap to peer levels could increase the implied share price from $47 to $72.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
05
News Corporation (NWSA)News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
09
Uses a simple arithmetic bridge (Market Cap * Ownership = Stake Value) to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor 1 hit
10
Uses a simple subtraction bridge to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
16
The slide uses a simple multiplication bridge to justify a $7B+ valuation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
17
Uses a simple subtraction bridge to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
57
Uses a bar chart to illustrate the valuation gap and potential for multiple compression.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
74
Includes a waterfall-style bridge diagram showing the components of the BMY deal value.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
75
Includes a table of DCF projections and a stacked bar chart illustrating the deal value components.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor Loop · Iceberg1 hit
78
The slide uses a DCF model to cap the potential synergy value, explicitly noting that 100% cost elimination is unrealistic.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
79
Includes a waterfall-style bridge diagram comparing the $62B calculated value to the $75B management claim.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
80
The slide uses a waterfall-style logic to bridge the total synergy value into two distinct buckets (marketed vs pipeline).Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
122
The chart uses a line graph to show NPV crossing the zero threshold at $15B revenue.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
129
Uses a Gordon Growth Method for terminal value calculation.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
131
Uses a waterfall-style logic to bridge from base case to adjusted case, highlighting value destruction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
133
Uses a waterfall-bridge style chart to illustrate the gap between base case and historical performance.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
135
Includes a waterfall-style bridge diagram showing the components of BMY management's valuation view.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
21
The slide uses a scenario-based bridge to link operational margin improvements to financial valuation metrics.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
48
The slide uses a waterfall bridge to decompose the margin expansion opportunity into specific drivers like pricing, lean manufacturing, and procurement.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
50
Uses a waterfall-bridge style to show valuation gaps relative to peer averages.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
05
Uses a simple before-after bridge to illustrate upside potential.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
22
The chart uses a waterfall-bridge structure to illustrate the incremental value added by specific strategic initiatives.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
19
The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
20
Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
21
Includes pro forma cash and debt tables showing the impact of JV transactions.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
22
The slide uses a sum-of-the-parts valuation approach for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
09
Includes a waterfall-style bridge and a bar chart comparison.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a 'before-after' comparison of performance metrics followed by a 'valuation bridge' calculation to isolate the value of the underperforming asset.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
09
Includes a SOTP (sum-of-the-parts) reference in the final bullet point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Cost Of Inaction1 hit