Contrarian Corpus
activist full deck proxy fight
2012-02-06 · 112 pages

Canadian Pacific Railway CP

N 5 Narrative
V 4 Visual
C 5 Craft
Original source ↗

The three reasons

  1. 1

    CP has the worst operating ratio of any Class I railroad while closest peer CN has the best

  2. 2

    Under Fred Green, CP delivered -18% total return while rail peers returned +22% to +93%

  3. 3

    Hunter Harrison transformed CN into best-in-class and can do the same at CP

Primary demands

  • Replace CEO Fred Green with Hunter Harrison
  • Elect Pershing Square's Nominees for Management Change slate to the board
  • Drive operating ratio to industry-leading levels in line with CN

KPIs cited

Total shareholder return (May 2006 - Sept 2011)
CP -18% vs. NSC +22%, CNR +37%, CSX +65%, KSU +77%, UNP +93%
Operating ratio 2011
CP 81% (worst, #6 of Class I); CN 63% (best)
EBIT margin 2011
CP 19% vs. CN 37% — 17.8 pt deficit
Enterprise value / size ratio
CP is 70% the size of CN but only 40% of its enterprise value
Net cash flow 2006-2011
Cumulative negative $0.2bn after $6.8bn CFO, $5.0bn capex, $2.1bn pension
ROIC
CP ~7% vs. CN ~11% in 2011, with persistent gap since 2005
Revenue per RTM vs. CN
CP freight revenue per RTM persistently 10-15% below CN since 2000
Capex per GTM
CP $3.5K vs. CN $4.3K, US Class I avg $4.1K; gap widens in recessions
Share issuance / buyback mismatch
Repurchased 8.2mm shares at avg $63.03; issued 12.6mm at $36.75 in 2009
Management turnover
Five COOs in 5 years, three CFOs in 5 years

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Notable slides (10)

Notes

Iconic Ackman proxy-fight deck — the 'Nominees for Management Change' presentation dated Feb 6 2012, the follow-up to the Jan 2012 thesis deck. Famous for the CP-vs-CN peer-gap construction (operating ratio, EBIT margin, ROIC, cash margin all charted against CN), the 'Five Years of Promises' section that quotes Fred Green verbatim from 2005 through 2011 to expose broken promises, the 'Buy High, Sell Low' capital-allocation indictment, and the binary 'Fred Green vs. Hunter Harrison' framing on page 7. Sparse-but-deliberate layout (lots of whitespace, green/red color coding for hero/villain) is a textbook contrarian slide-craft specimen. Sum-of-parts not used — the argument is operational alpha vs. peer, not break-up value. Campaign outcome: Ackman won — Harrison installed as CEO in May 2012; CP stock roughly tripled over the following years.