Morgan Stanley Investment Banking Pitch Book slide image

Morgan Stanley Investment Banking Pitch Book

Morgan Stanley 2 Discounted Equity Value - Based on CY2025E Revenue Street and Management Cases; Value at 12/31/2024 Discounted to 9/12/2022 (1)(2)(5) SMM, Except Where Noted 2025E Revenue 2025E Multiple Implied Future AV Proj. Cash (-) Pro. Total Debt Future Equity Value Current FDSO Annual Basic Share Increase Future FDSO Future Price per Share Cost of Equity (Ke) Discount Period (Years) Price Per Share NPV 3 Month Performance 12 Month Performance AV/NTM Multiple Current NTM Multiple 8.8x @$19.41 6.0x 7.0x 8.0x 9.0x 10.0x 11.0x 12.0x 13.0x 14.0x Historical NTM AV / Revenue Multiple 0% 18% 7% 4% 0% 0% 0% 13% 0% 13% 15% 14% 10% 18% 15% 33% 45% Street Case 585 8.0x $4,679 576 0 $5,255 185.1 08% 189.5 $27.73 Implied Fully-Diluted Future Share Price (at Dec 2024) Street Case $585 18% $21.59 $24.66 $27.73 $30.80 $33.87 $36.95 $40.02 Management Case 697 80x $5,578 619 0 $6,196 185.1 1.0% 190 5 $32.52 $43.09 $46.16 CY2025E Revenue, Margin $697 26% $25.23 Notes 1. Market data and consensus as of 9/12/2022 2. Management reflects forecast provided by Management on 8/12/2022 3. Assumes future cash balance as of 12/31/2024 of $582MM in Street Case and $619MM in Management Case PROJECT ORANGE (3X4) Management Case $28.88 $32.52 $36.16 $39.81 $43.45 $47.09 $50.74 Discounted 2.3 Years at 12.3% Cost of Equity Street Case PRELIMINARY AND CONFIDENTIAL DRAFT 12.3% 2.30 $21.24 $16.53 $18.89 $21.24 $23.59 $25.94 $28.29 $30.65 $33.00 $54.38 $35.35 4. Cost of equity of 12.3% based on 1.49 Barra predicted beta, 3.4 % risk-free rate and 6.0% market risk premium 5. Current FDSO based on implied share price, represents annualized increase in basic shares through 12/31/2023 6. Share creep calculated based on projected cumulative SBC divided by current share price to determine CAGR over the period 2022 to 2025 Management Case Street Case 12.3% 2.30 $24.90 Discounted Fully-Diluted Future Share Price Management Case $19.32 $22.11 $24.90 $27.69 $30.49 $33.28 $36.07 $38.86 $41.65 9
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