External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Dun & Bradstreet Holdings  / Equity Bottom-Up

<ul><li>DNB is a speculative merger arbitrage opportunity with limited downside risk and significant upside potential</li><li>Recent news of the company exploring options for a potential sale has increased investor interest</li><li>Strong business performance and the possibility of a bid at 12x EBITDA or higher make DNB a valuable acquisition target with attractive multiples and a solid floor</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>

DNB is a speculative merger arbitrage opportunity with limited downside risk and significant upside potentialRecent news of the company exploring options for a potential sale has increased investor interestStrong business performance and the possibility of a bid at 12x EBITDA or higher make DNB a valuable acquisition target with attractive multiples and a solid floorThis 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.

DUN & BRADSTREET HOLDNGS INC (DNB) - Friday, Aug 23, 2024

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.

<ul>
<li>Dun &amp; Bradstreet, navigating through a dynamic business landscape, continues to demonstrate strategic acumen and operational effectiveness, as evidenced in their Third Quarter 2024 Earnings Call.</li>
<li>Despite the complexities introduced by a volatile economic environment and ongoing organizational shifts, the company notably achieved a balance of growth and efficiency, underscored by a mix of achievements and challenges.</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>


Dun &amp; Bradstreet, navigating through a dynamic business landscape, continues to demonstrate strategic acumen and operational effectiveness, as evidenced in their Third Quarter 2024 Earnings Call.
Despite the complexities introduced by a volatile economic environment and ongoing organizational shifts, the company notably achieved a balance of growth and efficiency, underscored by a mix of achievements and challenges.
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.


Dun & Bradstreet Holdings Inc.: An Analysis Of Its Financial Strategy & Capital Allocation..

<ul>
<li>Dun &amp; Bradstreet's recent financial results from the second quarter of 2024 illustrate a mixed performance, with notable strengths in several areas and some weaknesses that may raise concerns among investors considering the broader economic environment.</li>
<li>The company reported a 4.3% growth in organic revenue, marking the fourth consecutive quarter of mid-single digit growth, which showcases a consistent revenue trajectory.</li>
<li>This was complemented by a 6% increase in EBITDA, resulting in a 60 basis point margin expansion.</li>
</ul>


Dun &amp; Bradstreet's recent financial results from the second quarter of 2024 illustrate a mixed performance, with notable strengths in several areas and some weaknesses that may raise concerns among investors considering the broader economic environment.
The company reported a 4.3% growth in organic revenue, marking the fourth consecutive quarter of mid-single digit growth, which showcases a consistent revenue trajectory.
This was complemented by a 6% increase in EBITDA, resulting in a 60 basis point margin expansion.


Dun & Bradstreet Holdings: Expanding GenAI Capabilities and Strategic Partnerships!

<ul>
<li>Dun &amp; Bradstreet's exploration of potential sale stems from numerous strategic motivations typically involved in such decisions, including efforts to maximize shareholder value, capitalize on market opportunities, or strategic repositioning for future growth.</li>
<li>In certain instances, companies may explore sales if they believe a buyer could offer more resources, technology, or market presence that could significantly amplify the existing operations or drive deeper market penetration than could be achieved independently.</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>


Dun &amp; Bradstreet's exploration of potential sale stems from numerous strategic motivations typically involved in such decisions, including efforts to maximize shareholder value, capitalize on market opportunities, or strategic repositioning for future growth.
In certain instances, companies may explore sales if they believe a buyer could offer more resources, technology, or market presence that could significantly amplify the existing operations or drive deeper market penetration than could be achieved independently.
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.


Dun & Bradstreet Exploring A Sale But Why? What Valuation Can It Attract?

Fundamental Short Selling Research

Eric Fernandez, CFA

TwoRiversAnalytics

Forensic Accounting

<ul>
<li>This model seeks short-sale candidates among companies that use aggressive accounting and/or exhibit deteriorating quality of earnings.  </li>
<li>They are typically highly idiosyncratic shorts and require thoughtful analyses of upcoming catalysts.  When the company’s issues become well-known, there is often multiple compression as well as a rerating.</li>
<li>These shorts can have high or low betas, valuations based on artificial earnings and exhibit good short responses to subsequently disappointing earnings.</li>
</ul>


This model seeks short-sale candidates among companies that use aggressive accounting and/or exhibit deteriorating quality of earnings.  
They are typically highly idiosyncratic shorts and require thoughtful analyses of upcoming catalysts.  When the company’s issues become well-known, there is often multiple compression as well as a rerating.
These shorts can have high or low betas, valuations based on artificial earnings and exhibit good short responses to subsequently disappointing earnings.


Earnings Quality Short Candidates: Gogo, Progress Software, Envista, Dun & Bradstreet

United States

Dun & Bradstreet Holdings, Inc. provides data and analytics solutions. The Company delivers workflows to inform commercial credit decisions and other related services. Dun & Bradstreet Holdings serves customers worldwide.

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Dun & Bradstreet Holdings (DNB US)

DUN & BRADSTREET HOLDNGS INC (DNB) - Friday, Aug 23, 2024

Strong business performance and the possibility of a bid at 12x EBITDA or higher make DNB a valuable acquisition target with attractive multiples...

Value Investors Club

Dun & Bradstreet Holdings Inc.: An Analysis Of Its Financial Strategy & Capital Allocation..

Dun & Bradstreet, navigating through a dynamic business landscape, continues to demonstrate strategic acumen and operational effectiveness

Baptista Research

Dun & Bradstreet Holdings: Expanding GenAI Capabilities and Strategic Partnerships!

The company reported a 4.3% growth in organic revenue, marking the fourth consecutive quarter of mid-single digit growth, which showcases a...

Baptista Research

Dun & Bradstreet Exploring A Sale But Why? What Valuation Can It Attract?

Dun & Bradstreet's exploration of potential sale stems from numerous strategic motivations typically involved in such decisions, including efforts...

Baptista Research

Earnings Quality Short Candidates: Gogo, Progress Software, Envista, Dun & Bradstreet

Earnings Quality shorts lead to idiosyncratic alpha. Today, we show our model rankings and highlight Gogo, Progress Software, Envista, Dun &...

Eric Fernandez, CFA

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