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>CACI International Inc., a prominent provider of professional services and IT solutions to government entities, has shown a robust start to fiscal 2025 with its first quarter results indicating a commendable performance trajectory.</li><li>The company reported an 11% increase in revenue, coupled with an EBITDA margin of 10.5%, and substantial free cash flow generation.</li><li>Additionally, CACI secured new contracts valued at over $3.3 billion during the quarter, exemplifying a healthy 1.6x book-to-bill ratio.</li></ul>

CACI International Inc., a prominent provider of professional services and IT solutions to government entities, has shown a robust start to fiscal 2025 with its first quarter results indicating a commendable performance trajectory.The company reported an 11% increase in revenue, coupled with an EBITDA margin of 10.5%, and substantial free cash flow generation.Additionally, CACI secured new contracts valued at over $3.3 billion during the quarter, exemplifying a healthy 1.6x book-to-bill ratio.

CACI International Inc: The Tale Of Expansion of National Security Reach with Applied Insight Acquisition! - Major Drivers

<ul><li>CACI International Inc. reported a solid financial performance for the fiscal year 2024, characterized by significant revenue growth and strong earnings.</li><li>The company's revenue increased by 14% year-over-year, surpassing their revised guidance.</li><li>This improvement was driven by a 20% growth in the fourth quarter alone, highlighting a robust end to the year.</li></ul>

CACI International Inc. reported a solid financial performance for the fiscal year 2024, characterized by significant revenue growth and strong earnings.The company's revenue increased by 14% year-over-year, surpassing their revised guidance.This improvement was driven by a 20% growth in the fourth quarter alone, highlighting a robust end to the year.

CACI International: 4 Major Growth Drivers & 4 Biggest Challenges In Its Path! - Financial Forecasts

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>CACI's stock price has decreased by approximately 4%</li><li>The company has a strong presence in government services and defense sectors</li><li>CACI is considered an undervalued investment opportunity with potential for significant growth in the 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>

CACI's stock price has decreased by approximately 4%The company has a strong presence in government services and defense sectorsCACI is considered an undervalued investment opportunity with potential for significant growth in the 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.

Caci Intl Inc  -Cl A (CACI) - Wednesday, Apr 24, 2024

<ul><li>CACI International, Inc. reported impressive third-quarter fiscal 2024 results, with performance that exceeded expectations on several fronts.</li><li>The company reported an 11% increase in revenue from both expertise and technology programs, contributing evenly to this growth.</li><li>This operationally efficient quarter was highlighted by an EBITDA margin of 11.3%, which showed significant expansion from the previous year and aligned with the company's projections of stronger margins in the second half of the fiscal year.</li></ul>

CACI International, Inc. reported impressive third-quarter fiscal 2024 results, with performance that exceeded expectations on several fronts.The company reported an 11% increase in revenue from both expertise and technology programs, contributing evenly to this growth.This operationally efficient quarter was highlighted by an EBITDA margin of 11.3%, which showed significant expansion from the previous year and aligned with the company's projections of stronger margins in the second half of the fiscal year.

CACI International Inc: Focus on Key Project Ramps and Program Deliveries! - Major Drivers

<ul><li>This is our first report on information solutions and services provider, CACI International.</li><li>The Q1 2024 results from CACI International indicate a strong performance.</li><li>Additionally, free cash flow exceeded expectations, and the company executed a $150 million share repurchase program.</li></ul>

This is our first report on information solutions and services provider, CACI International.The Q1 2024 results from CACI International indicate a strong performance.Additionally, free cash flow exceeded expectations, and the company executed a $150 million share repurchase program.

CACI International: Initiation of Coverage - Tech Takeover: How CACI's Smart Shift to AI is Revolutionizing Government Services! - Major Drivers

United States

CACI International Inc. provides information technology products and services. The Company delivers client solutions for systems integration, information assurance and security, reengineering, logistics and engineering support, electronic commerce, and other solutions.  CACI serves government and commercial markets primarily in North America and Western Europe.

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Caci International (CACI US)

CACI International Inc: The Tale Of Expansion of National Security Reach with Applied Insight Acquisition! - Major Drivers

CACI International Inc., a prominent provider of professional services and IT solutions to government entities, has shown a robust start to fiscal...

Baptista Research

CACI International: 4 Major Growth Drivers & 4 Biggest Challenges In Its Path! - Financial Forecasts

CACI International Inc. reported a solid financial performance for the fiscal year 2024, characterized by significant revenue growth and strong...

Baptista Research

Caci Intl Inc -Cl A (CACI) - Wednesday, Apr 24, 2024

CACI's stock price has decreased by approximately 4%. The company has a strong presence in government services and defense sectors

Value Investors Club

CACI International Inc: Focus on Key Project Ramps and Program Deliveries! - Major Drivers

CACI International, Inc. reported impressive third-quarter fiscal 2024 results, with performance that exceeded expectations on several fronts. The...

Baptista Research

CACI International: Initiation of Coverage - Tech Takeover: How CACI's Smart Shift to AI is Revolutionizing Government Services! - Major Drivers

This is our first report on information solutions and services provider, CACI International. The Q1 2024 results from CACI International indicate...

Baptista Research

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