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>DXC Technology's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations of Wall Street.</li><li>However, efforts to optimize costs led to an increase in gross margin while the GBS segment continued its growth streak.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

DXC Technology's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations of Wall Street.However, efforts to optimize costs led to an increase in gross margin while the GBS segment continued its growth streak.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

DXC Technology Company: DXC Signal Private LTE and 5G And 3 Other Drivers Responsible For The Company’s Growth – Financial Forecasts

Equity Capital Markets

DXC Technology Co / Equity Capital Markets

<ul><li>DXC achieved a decent set of results with strong bookings resulting in $3.57 billion in revenues meeting Wall Street expectations.</li><li>Their organic revenue increased for the second consecutive quarter and the company delivered an earnings beat.</li><li>DXC continues to increase margins and stabilize revenue in GIS.</li></ul>

DXC achieved a decent set of results with strong bookings resulting in $3.57 billion in revenues meeting Wall Street expectations.Their organic revenue increased for the second consecutive quarter and the company delivered an earnings beat.DXC continues to increase margins and stabilize revenue in GIS.

<ul><li>This is our first report on DXC Technology, an emerging IT services player that helps organizations run their mission-critical systems while modernizing their architecture.</li><li>DXC has also been engaging actively in restructuring its operations and has sold off portfolio-shaped businesses that were distractions to the company's strategy.</li><li>Through its capital allocation program, DXC has delivered $900 million to its shareholders via its capital allocation program.</li></ul>

This is our first report on DXC Technology, an emerging IT services player that helps organizations run their mission-critical systems while modernizing their architecture.DXC has also been engaging actively in restructuring its operations and has sold off portfolio-shaped businesses that were distractions to the company's strategy.Through its capital allocation program, DXC has delivered $900 million to its shareholders via its capital allocation program.

DXC Technology Company: Initiation of Coverage – New Client Signings & Other Drivers

Credit

<ul><li>DXC Technology is a growing IT services company that assists organizations in running their mission-critical systems while modernizing their architecture.</li><li>DXC has also been engaging actively in restructuring its operations and has sold off portfolio-shaped businesses that were distractions to the company's strategy.</li><li>Capital allocation and debt are being managed well, and there has been an improvement in DXC Technology's free cash flow generation over time as well.</li></ul>

DXC Technology is a growing IT services company that assists organizations in running their mission-critical systems while modernizing their architecture.DXC has also been engaging actively in restructuring its operations and has sold off portfolio-shaped businesses that were distractions to the company's strategy.Capital allocation and debt are being managed well, and there has been an improvement in DXC Technology's free cash flow generation over time as well.

DXC Technology Company: Detailed Credit Analysis & Financial Strength Evaluation Report

Fundamental Short Selling Research

Eric Fernandez, CFA

TwoRiversAnalytics

<ul>
<li>Sales declines, margin compression, cuts in SG&amp;A and cuts in guidance and estimates feature in our Declining Businesses model. </li>
<li>Declining business shorts tend to be lower beta, have longer time horizons, and tend to produce steadier (although slower) short returns.</li>
<li>Today we are flagging PRA Grp, Herbalife, DISH, DXC Tech, Corsair Gaming, Ubiquiti .</li>
</ul>


Sales declines, margin compression, cuts in SG&amp;A and cuts in guidance and estimates feature in our Declining Businesses model. 
Declining business shorts tend to be lower beta, have longer time horizons, and tend to produce steadier (although slower) short returns.
Today we are flagging PRA Grp, Herbalife, DISH, DXC Tech, Corsair Gaming, Ubiquiti .


Declining Business Short Candidates: PRA Grp, Herbalife, DISH, DXC Tech, Corsair Gaming, Ubiquiti

United States

DXC Technology Company provides information technology services. The Company offers analytics, applications, business process, cloud and workload, consulting, and security services and solutions. DXC Technology serves customers worldwide.

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DXC Technology Co (DXC US)

DXC Technology Company: DXC Signal Private LTE and 5G And 3 Other Drivers Responsible For The Company’s Growth – Financial Forecasts

DXC Technology's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations...

Baptista Research

DXC Technology: Key Drivers

DXC achieved a decent set of results with strong bookings resulting in $3.57 billion in revenues meeting Wall Street expectations. Their organic...

Baptista Research

DXC Technology Company: Initiation of Coverage – New Client Signings & Other Drivers

This is our first report on DXC Technology, an emerging IT services player that helps organizations run their mission-critical systems while...

Baptista Research

DXC Technology Company: Detailed Credit Analysis & Financial Strength Evaluation Report

DXC Technology is a growing IT services company that assists organizations in running their mission-critical systems while modernizing their...

Baptista Research

Declining Business Short Candidates: PRA Grp, Herbalife, DISH, DXC Tech, Corsair Gaming, Ubiquiti

Declining business shorts pursue profit by following negative business momentum. Today we are flagging PRA Grp, Herbalife, DISH, DXC Tech,...

Eric Fernandez, CFA

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