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>Arcosa, Inc. had a strong performance in the second quarter of 2024, revealing robust financial results and strategic developments aimed at continuing its growth trajectory and enhancing business simplicity and stability.</li><li>The highlight was the announcement of a $1.2 billion acquisition of Stavola, marking the largest acquisition in Arcosa's history, alongside the divestiture of its steel components business.</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>

Arcosa, Inc. had a strong performance in the second quarter of 2024, revealing robust financial results and strategic developments aimed at continuing its growth trajectory and enhancing business simplicity and stability.The highlight was the announcement of a $1.2 billion acquisition of Stavola, marking the largest acquisition in Arcosa's history, alongside the divestiture of its steel components business.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.

Arcosa Inc.: Initiation Of Coverage - Will The Acquisition of Stavola Be A Game Changer? - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Key points (machine generated)<ul><li>Arcosa is a high-quality equity investment benefiting from secular trends and government spending, with underappreciated secondary businesses experiencing rapid growth.</li><li>The IRA tax credits are expected to act as a significant catalyst for Arcosa, pushing its numbers higher than anticipated.</li><li>Despite its strong balance sheet, excellent management, and successful capital allocation history, Arcosa has zero hedge fund ownership, making it an attractive opportunity.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Arcosa is a high-quality equity investment benefiting from secular trends and government spending, with underappreciated secondary businesses experiencing rapid growth.The IRA tax credits are expected to act as a significant catalyst for Arcosa, pushing its numbers higher than anticipated.Despite its strong balance sheet, excellent management, and successful capital allocation history, Arcosa has zero hedge fund ownership, making it an attractive opportunity.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

United States

Arcosa, Inc. provides infrastructure construction services. The Company builds transportation lines, energy projects, and other related properties. Arcosa serves customers in the United States.

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Arcosa (ACA US)

Arcosa Inc.: Initiation Of Coverage - Will The Acquisition of Stavola Be A Game Changer? - Major Drivers

Arcosa, Inc. had a strong performance in the second quarter of 2024, revealing robust financial results and strategic developments aimed at...

Baptista Research

Arcosa Inc (ACA) - Friday, Oct 13, 2023

Arcosa (ACA) is an undervalued equity investment with a strong core business and underestimated growth potential, driven by secular trends and...

Value Investors Club

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