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>Arrow Electronics, a major player in electronic components and enterprise computing solutions, recently reported its third quarter 2024 earnings.</li><li>As a leading distributor in a highly volatile market, Arrow Electronics' performance provides insight into both sector trends and the company's operational resilience.</li><li>For the third quarter, Arrow Electronics reported total sales of $6.8 billion, with non-GAAP earnings per share (EPS) of $2.38.</li></ul>

Arrow Electronics, a major player in electronic components and enterprise computing solutions, recently reported its third quarter 2024 earnings.As a leading distributor in a highly volatile market, Arrow Electronics' performance provides insight into both sector trends and the company's operational resilience.For the third quarter, Arrow Electronics reported total sales of $6.8 billion, with non-GAAP earnings per share (EPS) of $2.38.

Arrow Electronics Inc.: Expansion in IT-as-a-Service & Hybrid Cloud Solutions As A Primary Growth Accelerator! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Arrow distributes semiconductors, electronic components, and IT hardware/software to value-added resellers globally</li><li>With 600 suppliers and 210,000 customers, Arrow simplifies the supply chain process for both parties</li><li>Focus on cheap electronic components with some high-value semiconductors like GPUs; plays a crucial role in aggregating customer demand</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>

Arrow distributes semiconductors, electronic components, and IT hardware/software to value-added resellers globallyWith 600 suppliers and 210,000 customers, Arrow simplifies the supply chain process for both partiesFocus on cheap electronic components with some high-value semiconductors like GPUs; plays a crucial role in aggregating customer demandThis 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.

Arrow Electronics Inc (ARW) - Tuesday, Jul 9, 2024

<ul><li>Arrow Electronics' second quarter of 2024 earnings demonstrated effective management navigating a challenging macroeconomic environment, marked by prolonged inventory adjustments in the electronic supply chain and a varied enterprise IT spending landscape.</li><li>Despite these headwinds, the company posted revenues of $6.9 billion and a relative uplift in non-GAAP earnings per share at $2.78, exceeding the upper end of their guidance, signaling effective operational adaptations and possibly outperforming some market expectations.</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>

Arrow Electronics' second quarter of 2024 earnings demonstrated effective management navigating a challenging macroeconomic environment, marked by prolonged inventory adjustments in the electronic supply chain and a varied enterprise IT spending landscape.Despite these headwinds, the company posted revenues of $6.9 billion and a relative uplift in non-GAAP earnings per share at $2.78, exceeding the upper end of their guidance, signaling effective operational adaptations and possibly outperforming some market expectations.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.

Arrow Electronics Inc.: These Are The Reasons Why We Are Not Too Optimistic On The Stock! - Major Drivers

<ul><li>Arrow Electronics recently disclosed its financial performance for the first quarter of 2024.</li><li>In a detailed review, the company reported total sales of $6.9 billion and non-GAAP earnings per share of $2.41, which was above the projected range.</li><li>This performance occurred against a backdrop of significant global technology supply chain disruptions, which have influenced the cyclical nature of the business, particularly in the components sector.</li></ul>

Arrow Electronics recently disclosed its financial performance for the first quarter of 2024.In a detailed review, the company reported total sales of $6.9 billion and non-GAAP earnings per share of $2.41, which was above the projected range.This performance occurred against a backdrop of significant global technology supply chain disruptions, which have influenced the cyclical nature of the business, particularly in the components sector.

Arrow Electronics Inc.: What Are Its Latest Advancements in Digital Transformation and IT Solutions? - Major Drivers

<ul><li>Arrow Electronics had a decent performance in 2023 despite the challenging macroeconomic conditions and inventory-related issues.</li><li>Arrow Electronics managed to post a full-year revenue of $33.1 billion and a non-GAAP operating margin of 4.8%.</li><li>The company also reported strong cash flow from operations, enabling the repurchase of approximately $750 million in shares over the year.</li></ul>

Arrow Electronics had a decent performance in 2023 despite the challenging macroeconomic conditions and inventory-related issues.Arrow Electronics managed to post a full-year revenue of $33.1 billion and a non-GAAP operating margin of 4.8%.The company also reported strong cash flow from operations, enabling the repurchase of approximately $750 million in shares over the year.

Arrow Electronics: What Are The Biggest Challenges In Its Transition To The IT-As-A-Service Model? - Major Drivers

United States

Arrow Electronics, Inc. distributes electronic components and computer products to industrial and commercial customers.  The Company distributes a variety of products including computer systems, peripherals, software, and mass storage products to original equipment manufacturers and commercial customers worldwide.

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Arrow Electronics (ARW US)

Arrow Electronics Inc.: Expansion in IT-as-a-Service & Hybrid Cloud Solutions As A Primary Growth Accelerator! - Major Drivers

Arrow Electronics, a major player in electronic components and enterprise computing solutions, recently reported its third quarter 2024...

Baptista Research

Arrow Electronics Inc (ARW) - Tuesday, Jul 9, 2024

Focus on cheap electronic components with some high-value semiconductors like GPUs; plays a crucial role in aggregating customer demand

Value Investors Club

Arrow Electronics Inc.: These Are The Reasons Why We Are Not Too Optimistic On The Stock! - Major Drivers

Arrow Electronics' second quarter of 2024 earnings demonstrated effective management navigating a challenging macroeconomic environment, marked by...

Baptista Research

Arrow Electronics Inc.: What Are Its Latest Advancements in Digital Transformation and IT Solutions? - Major Drivers

Arrow Electronics recently disclosed its financial performance for the first quarter of 2024. In a detailed review, the company reported total...

Baptista Research

Arrow Electronics: What Are The Biggest Challenges In Its Transition To The IT-As-A-Service Model? - Major Drivers

Arrow Electronics had a decent performance in 2023 despite the challenging macroeconomic conditions and inventory-related issues. Arrow...

Baptista Research

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