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>Elevance Health recently reported its first-quarter results for the 2024 fiscal year, showcasing a blend of strategic accomplishments and agile responses to ongoing industry shifts.</li><li>The company announced earnings per share (EPS) on a GAAP basis of $9.59 and an adjusted diluted EPS of $10.64, indicating a robust growth of 12.5%.</li><li>This performance was underpinned by disciplined execution across Elevance Health's strategic initiatives in a dynamically evolving healthcare landscape.</li></ul>

Elevance Health recently reported its first-quarter results for the 2024 fiscal year, showcasing a blend of strategic accomplishments and agile responses to ongoing industry shifts.The company announced earnings per share (EPS) on a GAAP basis of $9.59 and an adjusted diluted EPS of $10.64, indicating a robust growth of 12.5%.This performance was underpinned by disciplined execution across Elevance Health's strategic initiatives in a dynamically evolving healthcare landscape.

Elevance Health Inc.:  How Is The Expansion of Value-Based Care Initiatives Panning Out? - Major Drivers

<ul><li>Elevance Health delivered mixed results for the previous quarter, with revenues well below analyst expectations, but managed an earnings beat.</li><li>However, the adjusted earnings per share demonstrated remarkable growth, reaching $8.99, marking a significant 20% increase compared to the same quarter in 2022.</li><li>Elevance Health has seen positive results in its Health Benefits division, specifically in the commercial risk business.</li></ul>

Elevance Health delivered mixed results for the previous quarter, with revenues well below analyst expectations, but managed an earnings beat.However, the adjusted earnings per share demonstrated remarkable growth, reaching $8.99, marking a significant 20% increase compared to the same quarter in 2022.Elevance Health has seen positive results in its Health Benefits division, specifically in the commercial risk business.

Elevance Health Inc.: The Future of Comprehensive Healthcare! - Major Drivers

<ul><li>Elevance Health managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>This strong result was driven by solid execution and progress in its mission to become a trusted health partner for life.</li><li>They achieved double-digit growth in GAAP and adjusted earnings per share, raising their adjusted earnings outlook for the year.</li></ul>

Elevance Health managed to exceed analyst expectations in terms of revenue as well as earnings.This strong result was driven by solid execution and progress in its mission to become a trusted health partner for life.They achieved double-digit growth in GAAP and adjusted earnings per share, raising their adjusted earnings outlook for the year.

Elevance Health Inc.: An Unstoppable Force Revolutionizing Healthcare? – Key Drivers

Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

<ul>
<li>Elevance Health, Inc. has been active in the M&amp;A market with the divestiture of its life disability business and a "new markets" acquisition.</li>
<li>However, evidence suggests that success is not guaranteed, according to the company.</li>
<li>The company's stock has been downgraded to a moderate buy.</li>
</ul>


Elevance Health, Inc. has been active in the M&amp;A market with the divestiture of its life disability business and a "new markets" acquisition.
However, evidence suggests that success is not guaranteed, according to the company.
The company's stock has been downgraded to a moderate buy.


Elevance Health: A Critical Update (Rating Downgrade)

Equity Capital Markets

Elevance Health  / Equity Capital Markets

<ul><li>Elevance Health's first quarter results were solid and the company delivered an all-around beat with a growth of around 15% compared to last year.</li><li>The company had 48.1 million medical members at the end of the first quarter.</li><li>Due to organic growth in Medicaid and Medicare Advantage, dual-eligible special needs plans, and group members, risk-based membership increased by roughly 1 million members year over year.</li></ul>

Elevance Health's first quarter results were solid and the company delivered an all-around beat with a growth of around 15% compared to last year.The company had 48.1 million medical members at the end of the first quarter.Due to organic growth in Medicaid and Medicare Advantage, dual-eligible special needs plans, and group members, risk-based membership increased by roughly 1 million members year over year.

United States

Elevance Health, Inc. operates as a health benefits company. The Company provides health, dental and vision, and pharmacy benefits, as well as life insurance, and life and disability insurance benefits. Elevance Health offers a broad spectrum of network-based managed care plans to large and small employer, individual, medicaid, and medicare markets.

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Elevance Health (ELV US)

Elevance Health Inc.: How Is The Expansion of Value-Based Care Initiatives Panning Out? - Major Drivers

Elevance Health recently reported its first-quarter results for the 2024 fiscal year, showcasing a blend of strategic accomplishments and agile...

Baptista Research

Elevance Health Inc.: The Future of Comprehensive Healthcare! - Major Drivers

Elevance Health delivered mixed results for the previous quarter, with revenues well below analyst expectations, but managed an earnings...

Baptista Research

Elevance Health Inc.: An Unstoppable Force Revolutionizing Healthcare? – Key Drivers

Elevance Health managed to exceed analyst expectations in terms of revenue as well as earnings. This strong result was driven by solid execution...

Baptista Research

Elevance Health: A Critical Update (Rating Downgrade)

Elevance Health, Inc. has been active in the M&A market with the divestiture of its life disability business and a "new markets" acquisition.

Pearl Gray Equity and Research

Elevance Health Inc.: Major Drivers

Elevance Health's first quarter results were solid and the company delivered an all-around beat with a growth of around 15% compared to last...

Baptista Research

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