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.

Equity Bottom-Up

<ul><li>Acadia Healthcare reported its third quarter earnings for 2024, showcasing notable advancements and facing some challenges.</li><li>The company delivered a revenue of $816 million, marking an 8.7% increase compared to the same period in the previous year.</li><li>This growth was attributed to improvements in both patient day rates and the number of patient days.</li></ul>

Acadia Healthcare reported its third quarter earnings for 2024, showcasing notable advancements and facing some challenges.The company delivered a revenue of $816 million, marking an 8.7% increase compared to the same period in the previous year.This growth was attributed to improvements in both patient day rates and the number of patient days.

Acadia Healthcare Company: Will The Acquisition of New Opioid Treatment Clinics Amid Rising Demand Catalyze The Top-Line Growth! - Major Drivers

<ul><li>Acadia Healthcare's second quarter of 2024 earnings presentation illustrated a company navigating the complex terrain of the behavioral healthcare industry with notable successes as well as areas that demand attention.</li><li>In their earnings report, the company reported revenue of $796 million, marking an 8.8% increase over the previous year, driven by rate improvements and growth in patient days.</li><li>This growth is a reflection of Acadia's ability to capture market demand, particularly in the behavioral healthcare sector, which continues to see rising need.</li></ul>

Acadia Healthcare's second quarter of 2024 earnings presentation illustrated a company navigating the complex terrain of the behavioral healthcare industry with notable successes as well as areas that demand attention.In their earnings report, the company reported revenue of $796 million, marking an 8.8% increase over the previous year, driven by rate improvements and growth in patient days.This growth is a reflection of Acadia's ability to capture market demand, particularly in the behavioral healthcare sector, which continues to see rising need.

Acadia Healthcare Company: Can They Achieve Portfolio Optimization through Facility Closures? - Major Drivers

<ul><li>The first quarter earnings results of Acadia Healthcare show steady financial growth, with total revenue increasing by 9.1% compared to the first quarter of the previous year, reaching $768 million.</li><li>The company attributes this growth to rate improvement and patient day growth, which have also contributed to a 14.9% EBITDA growth and a 12.0% growth in adjusted EPS. These results are also a result of the company's labor cost improvement efforts and the continued strategies around hiring, retention, and quality.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

The first quarter earnings results of Acadia Healthcare show steady financial growth, with total revenue increasing by 9.1% compared to the first quarter of the previous year, reaching $768 million.The company attributes this growth to rate improvement and patient day growth, which have also contributed to a 14.9% EBITDA growth and a 12.0% growth in adjusted EPS. These results are also a result of the company's labor cost improvement efforts and the continued strategies around hiring, retention, and quality.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Acadia Healthcare Company: How Are They  Capitalizing on Mergers & Acquisitions Opportunities? - Major Drivers

<ul><li>ACADIA Pharmaceuticals announced its fourth-quarter and full-year results for 2023.</li><li>The company's CEO, Steve Davis, stated that ACADIA had transformed its business in 2023 by becoming a cash flow positive company with two first-in-class commercial assets.</li><li>These assets include DAYBUE, a drug approved for treatment of Rett syndrome, and NUPLAZID, a treatment for Parkinson's disease psychosis.</li></ul>

ACADIA Pharmaceuticals announced its fourth-quarter and full-year results for 2023.The company's CEO, Steve Davis, stated that ACADIA had transformed its business in 2023 by becoming a cash flow positive company with two first-in-class commercial assets.These assets include DAYBUE, a drug approved for treatment of Rett syndrome, and NUPLAZID, a treatment for Parkinson's disease psychosis.

Acadia Healthcare: Initiation Of Coverage - Potential To Expand DAYBUE in International Markets Can Be A Game Changer! - Major Drivers

<ul><li>Acadia Healthcare delivered a robust financial performance for 2023, marked by a 12.2% annual revenue growth, 13.1% adjusted EBITDA growth, and 14.3% adjusted EPS growth compared to 2022.</li><li>In the fourth quarter, its same-facility revenue rose by 10.3% on the back of rate improvements and patient day growth.</li><li>Acadia also saw consistent improvement in its labor trends throughout 2023.</li></ul>

Acadia Healthcare delivered a robust financial performance for 2023, marked by a 12.2% annual revenue growth, 13.1% adjusted EBITDA growth, and 14.3% adjusted EPS growth compared to 2022.In the fourth quarter, its same-facility revenue rose by 10.3% on the back of rate improvements and patient day growth.Acadia also saw consistent improvement in its labor trends throughout 2023.

Acadia Healthcare Company Inc.: Initiation Of Coverage - Investment in technology to optimize infrastructure and clinical outcomes! - Major Drivers

United States

Acadia Healthcare Co Ltd operates a network of behavioral health centers. The Company provides psychiatric and chemical dependency services, inpatient psychiatric hospitals, residential treatment centers, outpatient clinics, and therapeutic school based programs across the United States.

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Acadia Healthcare Co (ACHC US)

Acadia Healthcare Company: Will The Acquisition of New Opioid Treatment Clinics Amid Rising Demand Catalyze The Top-Line Growth! - Major Drivers

Acadia Healthcare reported its third quarter earnings for 2024, showcasing notable advancements and facing some challenges. The company delivered...

Baptista Research

Acadia Healthcare Company: Can They Achieve Portfolio Optimization through Facility Closures? - Major Drivers

Acadia Healthcare's second quarter of 2024 earnings presentation illustrated a company navigating the complex terrain of the behavioral healthcare...

Baptista Research

Acadia Healthcare Company: How Are They Capitalizing on Mergers & Acquisitions Opportunities? - Major Drivers

The first quarter earnings results of Acadia Healthcare show steady financial growth, with total revenue increasing by 9.1% compared to the first...

Baptista Research

Acadia Healthcare: Initiation Of Coverage - Potential To Expand DAYBUE in International Markets Can Be A Game Changer! - Major Drivers

ACADIA Pharmaceuticals announced its fourth-quarter and full-year results for 2023. The company's CEO, Steve Davis, stated that ACADIA had...

Baptista Research

Acadia Healthcare Company Inc.: Initiation Of Coverage - Investment in technology to optimize infrastructure and clinical outcomes! - Major Drivers

Acadia Healthcare delivered a robust financial performance for 2023, marked by a 12.2% annual revenue growth, 13.1% adjusted EBITDA growth, and...

Baptista Research

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