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

Factset Research Systems Inc / Equity Bottom-Up

<ul><li>FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of economic uncertainties and industry-specific challenges.</li><li>The company reported 4.5% growth in organic Annual Subscription Value (ASV) year-over-year, supported by favorable developments in its wealth management segment and a 7% growth in the Asia-Pacific region.</li><li>FactSet's adjusted operating margin stood at 37.6%, and adjusted diluted earnings per share (EPS) reached $4.37.</li></ul>

FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of economic uncertainties and industry-specific challenges.The company reported 4.5% growth in organic Annual Subscription Value (ASV) year-over-year, supported by favorable developments in its wealth management segment and a 7% growth in the Asia-Pacific region.FactSet's adjusted operating margin stood at 37.6%, and adjusted diluted earnings per share (EPS) reached $4.37.

FactSet Research System: Its Monetization of Gen AI Products Could Be A Multi-Faceted Growth Opportunity? - Major Drivers

<ul><li>FactSet's fiscal Q4 2024 earnings presentation revealed a mixture of challenges and successes.</li><li>The company demonstrated growth with organic Annual Subscription Value (ASV) plus professional services increasing by 4.8% year-over-year, totaling $104 million, slightly above the midpoint of their guidance.</li><li>Total revenue rose to $2.2 billion, and adjusted EPS increased to $16.45, signifying a 12.3% growth over the fiscal year.</li></ul>

FactSet's fiscal Q4 2024 earnings presentation revealed a mixture of challenges and successes.The company demonstrated growth with organic Annual Subscription Value (ASV) plus professional services increasing by 4.8% year-over-year, totaling $104 million, slightly above the midpoint of their guidance.Total revenue rose to $2.2 billion, and adjusted EPS increased to $16.45, signifying a 12.3% growth over the fiscal year.

FactSet Research Systems Inc.: Dealing With Challenges Related To  Market Saturation and Competition in Enterprise-Level Service! - Major Drivers

<ul><li>FactSet, a global financial data and software company, recently disclosed its fourth quarter and full-year fiscal 2024 results.</li><li>The company reported an annual organic ASV plus professional services growth of $104 million or 4.8%, a figure aligning with its forecasts.</li><li>Its total annual revenue climbed to $2.2 billion while adjusted operating margin improved to 37.8%, and adjusted earnings per share (EPS) increased to $16.45, evidencing a 12.3% growth.</li></ul>

FactSet, a global financial data and software company, recently disclosed its fourth quarter and full-year fiscal 2024 results.The company reported an annual organic ASV plus professional services growth of $104 million or 4.8%, a figure aligning with its forecasts.Its total annual revenue climbed to $2.2 billion while adjusted operating margin improved to 37.8%, and adjusted earnings per share (EPS) increased to $16.45, evidencing a 12.3% growth.

FactSet Research Systems: How Is It Dealing With The Risk of Aligning With Evolving Data Demands & Other Challenges? - Major Drivers

<ul><li>FactSet's third-quarter fiscal year 2024 results reflect a mixed picture amidst a challenging market environment.</li><li>The quarterly performance highlighted organic Annual Subscription Value (ASV) and professional services growth of 5%, with adjusted diluted earnings per share (EPS) increasing to $4.37.</li><li>However, these advances were somewhat overshadowed by broader market pressures including tightened client budgets and extended decision-making processes, which have continued to impact the industry at large.</li></ul>

FactSet's third-quarter fiscal year 2024 results reflect a mixed picture amidst a challenging market environment.The quarterly performance highlighted organic Annual Subscription Value (ASV) and professional services growth of 5%, with adjusted diluted earnings per share (EPS) increasing to $4.37.However, these advances were somewhat overshadowed by broader market pressures including tightened client budgets and extended decision-making processes, which have continued to impact the industry at large.

FactSet Research Systems Inc.: Strengthening Presence in Private Markets For Competitive Differentiation! - Major Drivers

<ul><li>FactSet Research Systems Inc., a multinational financial data and software company, posted a mixed result for its second fiscal quarter of 2024.</li><li>Despite enduring difficult market conditions and an industry rife with uncertainties, FactSet revealed a year-over-year growth of 5.4% in organic ASV plus professional services.</li><li>The quarter-end showed over 8,000 clients with 75 net new logos added.</li></ul>

FactSet Research Systems Inc., a multinational financial data and software company, posted a mixed result for its second fiscal quarter of 2024.Despite enduring difficult market conditions and an industry rife with uncertainties, FactSet revealed a year-over-year growth of 5.4% in organic ASV plus professional services.The quarter-end showed over 8,000 clients with 75 net new logos added.

FactSet Research Systems Inc.: Substantial Pipeline & Competitive Displacements! - Major Drivers

United States

FactSet Research Systems Inc. supplies global economic and financial data to analysts, investment bankers, and other financial professionals.  The Company combines databases from multiple suppliers into a single online source of information and analytics, including fundamental data.

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Factset Research Systems Inc (FDS US)

FactSet Research System: Its Monetization of Gen AI Products Could Be A Multi-Faceted Growth Opportunity? - Major Drivers

FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of...

Baptista Research

FactSet Research Systems: How Is It Dealing With The Risk of Aligning With Evolving Data Demands & Other Challenges? - Major Drivers

FactSet, a global financial data and software company, recently disclosed its fourth quarter and full-year fiscal 2024 results. The company...

Baptista Research

FactSet Research Systems Inc.: Strengthening Presence in Private Markets For Competitive Differentiation! - Major Drivers

FactSet's third-quarter fiscal year 2024 results reflect a mixed picture amidst a challenging market environment. The quarterly performance...

Baptista Research

FactSet Research Systems Inc.: Substantial Pipeline & Competitive Displacements! - Major Drivers

FactSet Research Systems Inc., a multinational financial data and software company, posted a mixed result for its second fiscal quarter of...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

FactSet Research System: Its Monetization of Gen AI Products Could Be A Multi-Faceted Growth Opportunity? - Major Drivers

FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of...

Baptista Research

FactSet Research Systems Inc.: Dealing With Challenges Related To Market Saturation and Competition in Enterprise-Level Service! - Major Drivers

FactSet's fiscal Q4 2024 earnings presentation revealed a mixture of challenges and successes. The company demonstrated growth with organic Annual...

Baptista Research

FactSet Research Systems: How Is It Dealing With The Risk of Aligning With Evolving Data Demands & Other Challenges? - Major Drivers

FactSet, a global financial data and software company, recently disclosed its fourth quarter and full-year fiscal 2024 results. The company...

Baptista Research

FactSet Research Systems Inc.: Strengthening Presence in Private Markets For Competitive Differentiation! - Major Drivers

FactSet's third-quarter fiscal year 2024 results reflect a mixed picture amidst a challenging market environment. The quarterly performance...

Baptista Research

FactSet Research Systems Inc.: Substantial Pipeline & Competitive Displacements! - Major Drivers

FactSet Research Systems Inc., a multinational financial data and software company, posted a mixed result for its second fiscal quarter of...

Baptista Research