Our Stock Pitch For Mailing Shipping Services PowerPoint Presentation PPT Slide Template is the perfect way to pitch your stock. We have researched thousands of stock pitches and designed the most impactful way to convince your investors to invest in your equity. https://bit.ly/3eZUTut
2. Overview
Stock Summary
Data
X
Y
Z’s
Share Price (11/9/18) 157
52- Wk Range 153
Shares O/S (MM) 20
Forward P/E 15.0x
EV/EBITDA 12.2x
Mkt Cap ($MM) 2,788
Adj EBITDA ($MM) 200
Adj EPS 14
Total Revenue ($MM) 400
Total Debt ($MM) 70
Total Assets ($MM) 70
Revenue Growth 28.7%
ROIC 42.8%
ROE 35.4%
EBITDA Margin 39.5%
Days to Cover 4
120
170
220
270
320
StockPrice($)
Week Price Chart
2
Specify here, broadly, major
accomplishments of your
company along with Trading
Statistics, Target Pricing, Price
chart, Market value. This would
help in creating a great impact for
your stocks in the market. You can
also list down here information
related to your financials as well
as give an overview of the
company valuation.
o Recommendation: Buy o Current Price: $157.24 o Target Price: $215 o Target Return: 37%
3. Logo 1 Logo 2 Logo 3 Logo 4
Overview (contd...)
3
USPS Mailing & Shipping Service
Multi- Carrier Shipping Services
Mailing & Shipping Supplies Stores
Integrated Solutions
Revenue By Segment
With the help of online software’s XYZ Stock’s provide effective and efficient services for shipping domestically or internationally. The client's
base individual customers, small businesses and large corporations.
Integrated
Platforms
With the help of graphs & pie
charts, elaborate on Segment wise
revenue, Operational Platforms
etc to show effectiveness &
efficiency of your business.
4. Competitors
include
Retail post offices E Commerce
o Single Carrier (Competitor 1 and 2)
o Other PC Solutions (ABC computer
solutions)
Low Volume Shippers Other USPS Solutions
Opportunities & Competitive Landscape
2600000
900000
400000
800000
0
500000
1000000
1500000
2000000
2500000
3000000
Home Businesses Small Businesses Large Businesses XYZ
U.S. Mailing
Customer
Base
4
Specify here with graphs the
growth potential of your company
with the help of Leverage
(Financial, Operating), cash flows,
increase in revenues, Net Profit
Margins or any other key
parameter relevant to your
business. Also list down your
competitors and mention their
revenue & operational product
lines
5. Bullish Thesis for XYZ
5
Growth through
E Commerce
Economic
moat
Market
Turbulence
Positive track
record
Target Return
37%
Here, we have mentioned the core
reasons for a Bull Market for XYZ.
These points have been further
explained in the coming slides.
6. $24.12 $25.1
$32.05
$49.15
$55.23
$68.29
$0
$10
$20
$30
$40
$50
$60
$70
2013 2014 2015 2016 2017 2018
3.8%
3.4% 3.6% 3.6% 3.5%
3.2% 3.1%
2.6%
0%
1%
2%
3%
4%
5%
2011 2012 2013 2014 2015 2016 2017 2018
Annual Average
Monthly Revenue
per Customer
Churn Rate
Thesis 1: Growth through eCommerce
Acquire high volume Shipping customers by
increasing focus on marketing spend:
› More than 80% of revenue is represented by
shipping industry after CDE’s acquisition vs. JKL’s
last year
› Higher fees is levied on shipping customers, so
they have higher lifetime in comparison to small
business clients
6
Based on various parameters such
as Monthly revenue per customer,
churn rate, total number of
members, sales, mobile payment
as a percentage of company sales
etc. relevant to the business, you
can showcase your business
growth
Projected growth in Ecommerce market is
~19% YOY:
› ~35% growth in Shipping sales outpaces
eCommerce growth
7. Thesis 1: Growth through eCommerce (contd...)
7
a SaaS solution organization having strong European presence
catering to different enterprise eCommerce & retail customers:
CDE Complements traditional focus of XYZ Stocks for small business in
the U.S.
Support global eCommerce customers through XYZ Stocks scale
10x increase in XYZ Stock parcel carriers
Removes negotiation and integration pains
XYZ’s stock acquired CDE ltd for $260M cash
450 carriers across 150 countries 600+ million parcels 2/3 of the European use CDE Ltd
8. Thesis 2: Economic Moat
8
XYZ Solutions Other PC Postage Solutions USPS Evs, ePostages
Batch Label Printing
Major high volume features Over 70 15 0
Parcel carriers supported Over 35 15 2
USPS Mail classes supported 15 15 6
USPS Mailpiece types supported 12 15 8
Number of unique integrations Over 450 15 0
Upfront cost $10 $15 Small
Regulatory entry barrier for > 35% of USPS Priority Mail
Software automation enable customers to scale efficiently:
o Direct cart integration
o Increase fulfillment processing speeds
o Rate Comparison Engine
o Professional Product
Yes
No
List down here any regulatory
moat that your business has in
comparison to your counterparts.
This would help in giving your
company a competitive
advantage.
9. XYZ Stock trades at a ~50% discount from its 50-week high of $300.15
Delivery service plans was
announced on 2/9/18 by
Amazon & shares fell by 7%
to $160.25
Shares fell >12% on 6/21/18
to $240.85 as gov’t
announced proposal to
restructure USPS
Renegotiation
announcement by USPS on
8/8/18 resulted fall in shares
price by 14% to $250
The market has overreacted extremely to recent news:
Thesis 3a: Market Turbulence
9
$120
$140
$160
$180
$200
$220
$240
$260
$280
$300
Nov'17 Dec'17 Jan'18 Feb'18 Mar'18 Apr'18 May'18 Jun'18 Jul'18 Aug'18 Sep'18 Oct'18 Nov'18
StockPrice($)
Week Price Chart
Specify here any market
overreaction based on any news
that can have/ had a huge impact
on your stock’s performance over
a period of few months. You can
display the same with the help of
a Stock Price chart as shown in the
slide below
10. Thesis 3b: Track Record
10
CDE ltd acquisition Under Appreciated by the Market:
CDE generated annual revenue of $44.1M prior to acquisition
Historical growth rate (low teens) for CDE will stimulate due to usage of XYZ
Stock large U.S. sales team and synergies being realized
Management & Conservative Estimates:
o Management under promises and over delivers
o Management was unable to quantify potential CDE impact on earnings
Period Revenue Surprise EPS Surprise
Q3 2018 9.83% 15.97%
Q2 2018 3.81% 15.64%
Q1 2018 9.03% 33.83%
Q4 2017 11.55% 73.85%
Q3 2017 3.89% 38.64%
Q2 2017 17.05% 26.06%
Q1 2017 11.27% 33.28%
Q4 2016 9.17% 18.44%
Average 9.45% 31.96%
This slide showcases the historical
trend of various financial
parameters such as revenues, EPS,
or add any other multiple of your
choice such as P/E to demonstrate
historical performance
11. Discount Rate (WACC) 9.49%
TV Growth Rate 2.0%
PV of Terminal Value $2700
Sum of PV of CF $905
Enterprise Value $3600
Equity Value $4000
Shares O/S (MM) 20
Est. Share Price $180
DCF Valuation
Discounted Cash Flow Analysis
11
Cost of EquityCost of Debt
Cost of debt 5.00%
Marginal tax rate 25.00%
After tax cost of debt 3.75%
Debt weight 2.03%
Risk free rate 3.19%
Beta 0.90
MRP 6.80%
Cost of equity 9.61%
Equity weight 97.97%
WACC 9.49%
Perp growth 2.00%
2018 2019E 2020E 2021E 2022E
Revenue $500 $650 $750 $850 $900
YOY Growth 24% 19.5% 15% 13% 10%
EBITDA $250 $270 $310 $350 $412
EBITDA Margin 4601% 45.1% 44.1% 44.1% 44.1%
Unlevered FCF $175 $200 $300 $250 $340
This slide covers DCF analysis for
the purpose of valuation of the
company . This is done for
estimating & discounting the cash
flows with the help of cost of
capital in order to determine the
present values
12. Scenario Planning
12
DCF Valuation Case Est. Price
Bear $150
Base $200
Bull $250
Target Price
$200
Bull Price
$250
Bear Price
$150
Bull AssumptionsBear Assumptions
› Accelerating penetration in domestic
market
› Increased synergies reduced margin
contraction
› Further reduced churn rates and
increased ARPU
› 22% Revenue CAGR 2018- 2023
› 250bps EBITDA margin
› Partnership with USPS deteriorates
› New entrants due to increased
competitions
› Profitability per customer/client
decreases
› 9% Revenue CAGR 2018-2023
› 550bps EBITDA margin
Basis the DCF analysis, you will be
doing the scenario planning for
your business to make flexible
long-term plans. Scenario
planning enables you to make
various assumptions for your
future course of action keeping in
mind different scenarios in which
the company may operate
13. Risk Mitigation Plan
Initiative by USPS to
renegotiate exclusive
deal with ABC Stamp
“Amazon Factor” &
potential market entry
U.S implying UPU and
enhancing international
shipping charges
Potential Harm
Medium
High
Low
Mitigation
o Congress hostilities prohibits competition of materially new or
adverse agreement
o Large business volume is generated by XYZ for USPS and pass cost to
customers
o PC postage market constitutes 85%, more than 2/3 of USPS priority mail
packages and more than 1/3 of first-class mail
o Shipping business of Amazon have competition against parcel-heavy
delivery services
o Growth expectations and requirement of Amazon won’t be fulfilled by
entrance into ABC Stamp market
o International shipping remain unaffected by majority of ABC Stamp
business and ample amount of growth in US market is still possible
o As XYZ is looking forward to grow business in Europe but it is not target
region for new changes and European goods market remain unaffected by
shipping charges and other nations still UPU members
R
I
S
K
S
13
Here we have mentioned the Risk
factors associated with the
business along with the mitigation
plan. You can edit this basis your
requirements
16. About Us
16
Target Audiences
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Value Clients
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Preferred by Many
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17. Name Here
Designation
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Designation
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Designation
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Meet Our Awesome Team
17
18. Vision
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Mission
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Goal
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Our Mission
18
19. Puzzle
19
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01
02
03
04
20. Timeline
20
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2014 2015 2016 2017 2018 2019 2020
21. Comparison
21
40%
60%
Male
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Female
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needs and capture your audience's attention