Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Free cash flow conversion. This is my favorite slide. 124% for Church & Dwight; peer average is 91%. A lot of companies target 100%. — CFO Q4 2018 Conf Call"
"Additionally, strong earnings growth combined with modest rerating towards its branded alcohol peer group offers substantial upside — Apis Capital Dec 2015"
"Shareholders need to be satisfied that the peer group is appropriate and not cherry-picked for the purpose of justifying or inflating pay. — Glass Lewis"
"According to Glassdoor, PPG's CEO approval rating currently stands at 61%, more than 20 percentage points lower than the peer average — Trian Partners"
"“AOL's actual total cash compensation is high as a percentage of EBITDA in relation to peers.” — A leading independent compensation consulting firm"
"“The stock is trading at such a discount to peers because of management – no one trusts Matt.” — Top 20 shareholder of Dye & Durham – June 2024"
"a preponderance of self-selected peers that are larger than the subject company may drive up compensation without regard to performance. — ISS"
"Our strong business performance has driven total shareholder returns that have outperformed our peers. — Autodesk Board and Management"
""Phillips 66 refineries are every bit as good as [those of its peers], Valero & Marathon." — Brian S. Coffman"
"“...our well costs now rank us among the lowest cost and best in our peer group.” — John Hess, March 2013"
"We sold our holding in Kao as the company continues to underperform its peers — AXA Investment Managers"