Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

Visionstate Corporation develops and sells electronic commerce technology and develops and maintains online shopping portals. The Company's electronic commerce technology, developed in modular format, is designed to build electronic commerce marketplaces for the business-to- consumer and business-to-business markets to help the businesses improve efficiencies.

<ul>
<li>Visionstate is a rapidly growing SaaS provider for the facilities management industry across the globe.</li>
<li>The Company is targeting a largely untapped market across hospitality, education, and healthcare.</li>
<li>The Company has hit an inflection point in its financial results, as revenue is growing &gt;100% and costs are declining dramatically.</li>
</ul>


Visionstate is a rapidly growing SaaS provider for the facilities management industry across the globe.
The Company is targeting a largely untapped market across hospitality, education, and healthcare.
The Company has hit an inflection point in its financial results, as revenue is growing &gt;100% and costs are declining dramatically.


VIS: Micro-Cap SaaS Provider Hitting an Inflection Point

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Research Solutions /CA / Equity Bottom-Up

Research Solutions Inc., through its subsidiaries,  provides copyright compliant copies of published content, such as articles from published journals, to the content users in either electronic or hard copy form.

<ul><li>SaaS company experiencing rapid growth in Platforms segment driven by high retention rates and recent AI acquisitions</li><li>Company is undervalued by market despite strong fundamentals and potential acquisition on horizon</li><li>Platforms segment identified as key driver of success with impressive revenue growth and gross margins; author provides updated investment perspective anticipating further growth and opportunities in future</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

SaaS company experiencing rapid growth in Platforms segment driven by high retention rates and recent AI acquisitionsCompany is undervalued by market despite strong fundamentals and potential acquisition on horizonPlatforms segment identified as key driver of success with impressive revenue growth and gross margins; author provides updated investment perspective anticipating further growth and opportunities in futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Research Solutions Inc (RSSS) - Tuesday, May 14, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Varonis Systems, Inc. designs and develops data security software solutions. The Company offers data management systems to organize, manage, and protect unstructured and semi-structured data such as documents, spreadsheets, presentations, media files, and other business data. Varonis Systems operates worldwide.

<ul><li>Varonis has shown notable progress in transitioning its business model to SaaS, with SaaS ARR now representing 36% of total ARR.</li><li>The Managed Data Detection and Response (MDDR) offering, introduced in Q1, is a notable driver of new business, enhancing threat detection and incident response capabilities with minimal customer effort.</li><li>An 18% year-over-year growth in ARR to $584.2 million and a significant improvement in free cash flow generation, from $40 million to $67.3 million year-to-date, reflecting robust business health and efficient capital management.</li></ul>

Varonis has shown notable progress in transitioning its business model to SaaS, with SaaS ARR now representing 36% of total ARR.The Managed Data Detection and Response (MDDR) offering, introduced in Q1, is a notable driver of new business, enhancing threat detection and incident response capabilities with minimal customer effort.An 18% year-over-year growth in ARR to $584.2 million and a significant improvement in free cash flow generation, from $40 million to $67.3 million year-to-date, reflecting robust business health and efficient capital management.

Varonis Systems Inc.: Expansion to SaaS & Subscription Services As A Critical Growth Lever! - Major Drivers

Research Coverage on Small and Micro-Cap Companies, Zacks Small Cap Research

Zacks Small Cap Research

Research Coverage on Small and Micro-Cap Companies

Zacks Small Cap Research provides research coverage on small- and micro-cap companies that are “under-followed” or “under-valued” by Wall Street. We produce high quality equity research for the institutional and retail investor on microcap firms we believe are well positioned for future growth. The Zacks SCR analyst team has an average of 20 years of experience in investment research. We conduct significant due diligence in an effort to maintain the highest quality small-cap universe.

Perfect Corp provides software as a service. The Company offers virtual try-on technology which allows users to see what makeup would look like on their faces before buying cosmetics. Perfect serves customers worldwide.

<ul><li>Perfect Corp. provides an AI and machine learning based B2B SaaS platform for virtual try on and marketing of beauty and fashion products as well as six mobile apps sold B2C for makeup suggestions, try-on, tutorials, photo and video editing and most recently, Gen AI creation and editing.</li><li>It is expanding its offering to new verticals and has strong IP as well as the largest database for AI training in the industry.</li><li>It has a dominant market share and serves almost all the major beauty brands worldwide.</li></ul>

Perfect Corp. provides an AI and machine learning based B2B SaaS platform for virtual try on and marketing of beauty and fashion products as well as six mobile apps sold B2C for makeup suggestions, try-on, tutorials, photo and video editing and most recently, Gen AI creation and editing.It is expanding its offering to new verticals and has strong IP as well as the largest database for AI training in the industry.It has a dominant market share and serves almost all the major beauty brands worldwide.

PERF:  New AI Assistant Could Revolutionize In-Store and Online Sales Just as AI did to Customer Service