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Show Valuation Bridge
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211-240 of 1,328
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
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
25
Includes a quantitative valuation bridge and a qualitative comparison matrix.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
43
The chart uses a fan-out projection from the current stock price to a range of potential future valuations based on different EBITDA multiples.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 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
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
11
Includes a secondary table showing implied Cap Rate, P/AFFO, and Dividend Yield based on PropCo multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
10
Includes a red circle highlighting the final valuation range of $408m-$442m.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
11
Includes a red oval highlight around the $457m and $528m valuation figures.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
12
The table shows a significant discount (54.9%) of the current stock price relative to the estimated market value per share.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
22
The slide highlights that the calculated equity value per share ($29.99) is essentially at parity with the current stock price ($30.00).Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
27
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
28
The slide uses a sum-of-the-parts approach to value different land categories and agribusiness EBITDA.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
29
Includes a red circle highlighting the final equity value per share and premium to current stock price.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
39
The valuation methodology uses specific cap rates and per-acre estimates for different assets.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
44
The slide uses a bridge table to justify a valuation multiple adjustment.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
46
Includes a red circle highlight around the final implied share price and premium.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
65
Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
67
The table calculates implied share price using median multiples from comparable companies.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
06
The chart uses a dual-axis approach to show equity value (bars) and EPS (line).Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Problem Identification1 hit
44
The table highlights the 12.0x multiple column with a red box.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 1 hit
19
The slide uses a bridge format to isolate the 'Fox Traditional Media' assets and derive the 26.5x multiple.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
22
Uses a waterfall-style bridge to show the drop from the final offer price to current valuation.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Agitate1 hit
07
The slide uses a bar chart to visually demonstrate that Ferguson is trading at a lower multiple than its peers, specifically highlighting the higher multiples of 'Specialty RMI Distributors'.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
45
The slide uses two distinct methodologies to adjust GE's stock price and EPS to arrive at a pro forma P/E ratio.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 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
76
Includes a specific callout box for 'Time (years) 2.25' which acts as a variable for the IRR calculation.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
32
The slide uses a 'sum-of-the-parts' valuation logic to justify a corporate separation.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & ApproachLoop · 2x2 Matrix1 hit
23
Includes a 'Restoring Performance' WholeCo Valuation Analysis table with supporting commentary.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
Includes a highlighted section for dividend and total share value.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 1 hit