122 documents showing 121–122
Fluor Corporation FLR
Fluor's $4bn NuScale stake masks a transformed EPCM core trading at just 2.8x EBITDA; separating NuScale unlocks a re-rating to peer 6-13x multiples.
N4
V4
C4
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Hess Corporation HES
Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure
N5
V4
C4
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Date
Fund
Target
Thesis
Scores
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Starboard Value
Fluor Corporation
FLR
Fluor's $4bn NuScale stake masks a transformed EPCM core trading at just 2.8x EBITDA; separating NuScale unlocks a re-rating to peer 6-13x multiples.
N4
V4
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Elliott Management
Hess Corporation
HES
Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure
N5
V4