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>ASGN Incorporated has released its earnings for the second quarter of 2024, revealing a mixture of steady performance amid challenging macroeconomic conditions.</li><li>The company reported revenues of $1.035 billion, aligned with the management's guidance and demonstrating a cautious but steady demand environment similar to the previous quarter.</li><li>The adjusted EBITDA was $117.1 million, translating to a margin of 11.3%, which is at the higher end of expectations.</li></ul>

ASGN Incorporated has released its earnings for the second quarter of 2024, revealing a mixture of steady performance amid challenging macroeconomic conditions.The company reported revenues of $1.035 billion, aligned with the management's guidance and demonstrating a cautious but steady demand environment similar to the previous quarter.The adjusted EBITDA was $117.1 million, translating to a margin of 11.3%, which is at the higher end of expectations.

ASGN Incorporated: Expansion Into IT Sector Consulting & Other Major Drivers

<ul><li>ASGN Inc. delivered a robust set of results for the first quarter of 2024, demonstrating solid growth in certain areas despite challenges in others.</li><li>With revenue of $1.05 billion and an adjusted EBITDA of $10.3 million, both metrics approached the upper end of the company's guidance, underscoring management's effective operational execution and strategic foresight.</li><li>The company's diverse portfolio, balancing commercial and government segments, has provided a buffer against the cyclical nature of IT spending, particularly amid ongoing economic uncertainties.</li></ul>

ASGN Inc. delivered a robust set of results for the first quarter of 2024, demonstrating solid growth in certain areas despite challenges in others.With revenue of $1.05 billion and an adjusted EBITDA of $10.3 million, both metrics approached the upper end of the company's guidance, underscoring management's effective operational execution and strategic foresight.The company's diverse portfolio, balancing commercial and government segments, has provided a buffer against the cyclical nature of IT spending, particularly amid ongoing economic uncertainties.

ASGN Incorporated: AI and Cloud Data Structuring Project Demand Fueling Its Growth! - Major Drivers

<ul><li>ASGN Incorporated recently held its fourth quarter and full year 2023 earnings call.</li><li>The company reported solid results for the fourth quarter with revenues, gross margin and adjusted EBITDA margin all landing at the upper end or above their respective guidance ranges.</li><li>The annual revenue for 2023 amounted to approximately $4.5 billion, $2.4 billion of which was attributed to commercial and government IT consulting work.</li></ul>

ASGN Incorporated recently held its fourth quarter and full year 2023 earnings call.The company reported solid results for the fourth quarter with revenues, gross margin and adjusted EBITDA margin all landing at the upper end or above their respective guidance ranges.The annual revenue for 2023 amounted to approximately $4.5 billion, $2.4 billion of which was attributed to commercial and government IT consulting work.

ASGN Incorporated: How Is The Adoption of Artificial Intelligence (AI) in Service Delivery Benefiting Them? - Major Drivers

<ul><li>This is our first report on staffing and IT solutions provider, ASGN Inc.</li><li>The company's Q3 2023 earnings update provided a detailed insight into the company's financial performance which revealed trends that could influence future investment decisions.</li><li>During the quarter, ASGN's performance matched the company's expectations resulting in $1.12 billion in revenue, a figure slightly above the midpoint of their guidance.</li></ul>

This is our first report on staffing and IT solutions provider, ASGN Inc.The company's Q3 2023 earnings update provided a detailed insight into the company's financial performance which revealed trends that could influence future investment decisions.During the quarter, ASGN's performance matched the company's expectations resulting in $1.12 billion in revenue, a figure slightly above the midpoint of their guidance.

ASGN Incorporated: Initiation of Coverage – From Crisis to Triumph! The Secret Behind ASGN's Resilience and Growth Post-Economic Downturn! - Major Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<p>Stocks Highlighted: WFC, COF, DFS, GS, JEF, RJF, LIN, ALB, AKZOY, OLN, CC, CDAY, RHI, MAN, TNET, ASGN, NSP, TBI, KELYA, BBSI, DHX, BGSF, AMN, and CCRN.</p><p>Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming -- all kickstarted by Friday's better-than-expected employment report. We see many actionable opportunities, particularly within the Financial and Materials Sectors, and also several retail stocks within Consumer Discretionary. As we noted last week, despite mixed signals from the market, there continues to be an absence of breakdowns at the index and Sector level which supports our overall constructive outlook.</p>

Stocks Highlighted: WFC, COF, DFS, GS, JEF, RJF, LIN, ALB, AKZOY, OLN, CC, CDAY, RHI, MAN, TNET, ASGN, NSP, TBI, KELYA, BBSI, DHX, BGSF, AMN, and CCRN.Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming -- all kickstarted by Friday's better-than-expected employment report. We see many actionable opportunities, particularly within the Financial and Materials Sectors, and also several retail stocks within Consumer Discretionary. As we noted last week, despite mixed signals from the market, there continues to be an absence of breakdowns at the index and Sector level which supports our overall constructive outlook.

Cyclical Value Areas Improving -- Add Exposure To Financials, Materials

United States

ASGN Incorporated provides talent management and consultancy solutions. The Company offers IT and professional services in the digital, healthcare technology, engineering, life sciences, and government sectors. ASGN serves customers in the United States.

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On Assignment (ASGN US)

ASGN Incorporated: Expansion Into IT Sector Consulting & Other Major Drivers

ASGN Incorporated has released its earnings for the second quarter of 2024, revealing a mixture of steady performance amid challenging...

Baptista Research

ASGN Incorporated: AI and Cloud Data Structuring Project Demand Fueling Its Growth! - Major Drivers

ASGN Inc. delivered a robust set of results for the first quarter of 2024, demonstrating solid growth in certain areas despite challenges in...

Baptista Research

ASGN Incorporated: How Is The Adoption of Artificial Intelligence (AI) in Service Delivery Benefiting Them? - Major Drivers

ASGN Incorporated recently held its fourth quarter and full year 2023 earnings call. The company reported solid results for the fourth quarter...

Baptista Research

ASGN Incorporated: Initiation of Coverage – From Crisis to Triumph! The Secret Behind ASGN's Resilience and Growth Post-Economic Downturn! - Major Drivers

This is our first report on staffing and IT solutions provider, ASGN Inc. The company's Q3 2023 earnings update provided a detailed insight into...

Baptista Research

Cyclical Value Areas Improving -- Add Exposure To Financials, Materials

Cyclical value areas are starting to play catch-up as interest rates show signs of bottoming. We see many actionable opportunities, particularly...

Vermilion Research

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