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Callouts & quotes from 930+ activist slides

Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.

All Callouts Quotes

Showing 901–930 of 930 matching "peer"

callout peer gap

"GoDaddy has 3-5x more customers than its public peers"

GoDaddy · GDDY Starboard Value · p. 11

callout peer gap

"Which of the Board options is best aligned with peers"

Kao Corporation · 4452.JP Oasis Management · p. 9

callout peer gap

"GoDaddy has 3-5x more customers than its public peers"

Multiple (GoDaddy, News Corp, Fortrea) · GDDY, NWSA, FTRE Starboard Value · p. 11

callout villain critique

"PSX R&M RemainCo is a similar size as its core peers"

Phillips 66 · PSX Elliott Management · p. 30

callout villain critique

"PSX R&M RemainCo is a similar size as its core peers"

Phillips 66 · PSX Carl Icahn · p. 31

callout peer gap

"Box trades at the lowest multiple of its Peer Group"

Box, Inc. · BOX Starboard Value · p. 43

callout peer gap

"Zillow Leads Its Peers In Stock-Based Comp Dilution"

Zillow Group, Inc. · Z Spruce Point Capital · p. 84

callout peer gap

"Wix’s margins are significantly lower than peers."

Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT Starboard Value · p. 12

callout peer gap

"GoDaddy is significantly larger than its peers"

GoDaddy Inc. · GDDY Starboard Value · p. 8

callout precedent table

"Heinz Shareholder Returns Led the Peer Group"

E. I. du Pont de Nemours and Company · DD Trian Partners · p. 55

callout precedent table

"Heinz Shareholder Returns Led the Peer Group"

E.I. du Pont de Nemours and Company (DuPont) · DD Trian Partners · p. 55

callout peer gap

"PPG's two closest peers have leverage of ~4x"

PPG Industries, Inc. · PPG Trian Partners · p. 22

callout precedent table

"Heinz Shareholder Returns Led the Peer Group"

E.I. du Pont de Nemours and Company · DD Trian Partners · p. 55

callout peer gap

"Fastest EBITDA Growth within its peer group"

Henry Schein, Inc. · HSIC Spruce Point Capital · p. 37

callout peer gap

"Avg. premium of 4.2x+ or ~25% vs. peer P/E"

Sampo Oyj · SAMPO Elliott Management · p. 6

callout peer gap

"BELOW peer median driven by LOWER MARGINS"

Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT Starboard Value · p. 46

callout cover

"C&C Group vs. Peer Group Average (80.6%)"

C&C Group plc · CCR Engine Capital · p. 1

callout villain critique

"Box is now at 2.4x the Peer Median 23.0%"

Box, Inc. · BOX Starboard Value · p. 84

callout peer gap

"~26% Deficit to the Performance Peers"

Huntsman Corporation · HUN Starboard Value · p. 43

callout ceo quote

"128% WORSE THAN THE PEER AVERAGE CEO"

Arconic Inc. · ARNC Elliott Management · p. 34

callout peer gap

"Mobis Discount vs. peers: (57%)"

Hyundai Motor Group Elliott Management · p. 25

callout peer gap

"Kia Discount vs. peers: (63%)"

Hyundai Motor Group Elliott Management · p. 29

callout peer gap

"12pts below peer average"

Salesforce, Inc. · CRM Starboard Value · p. 4

callout peer gap

"12pts below peer average"

Salesforce, Inc. · CRM Starboard Value · p. 4

callout peer gap

"12pts below peer average"

Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT Starboard Value · p. 18

callout peer gap

"Discount vs. peers: 68%"

Samsung Electronics Co., Ltd. · 005930.KS Elliott Management · p. 13

callout peer gap

"Discount vs. peers: 34%"

Samsung Electronics Co., Ltd. · 005930.KS Elliott Management · p. 11

callout peer gap

"Discount vs. peers: 48%"

Samsung Electronics Co., Ltd. · 005930.KS Elliott Management · p. 12

callout peer gap

"~2x BELOW Proxy Peers!"

LivePerson, Inc. · LPSN Starboard Value · p. 4

callout peer gap

"~3x LOWER than peers"

Multiple (Wix, Salesforce, Splunk, Vertiv) · WIX / CRM / SPLK / VRT Starboard Value · p. 45