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'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

<ul><li>FactSet Research Systems delivered a positive result and managed an all-around beat in the quarter, achieving a 7.1% year-over-year growth in organic ASV plus professional services.</li><li>To navigate these challenges, FactSet's management announced the implementation of a cost-reduction program in the second quarter of FY '24.</li><li>This, along with other AI initiatives, underscores FactSet's dedication to improving client efficiency and sustaining growth across its diverse product offerings.</li></ul>

FactSet Research Systems delivered a positive result and managed an all-around beat in the quarter, achieving a 7.1% year-over-year growth in organic ASV plus professional services.To navigate these challenges, FactSet's management announced the implementation of a cost-reduction program in the second quarter of FY '24.This, along with other AI initiatives, underscores FactSet's dedication to improving client efficiency and sustaining growth across its diverse product offerings.

FactSet Research Systems Inc.: Conquering Challenges With AI – The Future of Financial Analysis Revealed! - Major Drivers

<ul><li>FactSet Research Systems Inc. delivered a mixed result in the quarter, with revenues above market expectations but failed to surpass the analyst consensus regarding earnings.</li><li>The success in 2023 stemmed from the growth of enterprise offerings, leading to significant strategic wins across various workflows.</li><li>Besides that, their content refinery, extensive data offerings, and innovations in user experience, including conversational interfaces and generative AI, position FactSet Research Systems for continued growth.</li></ul>

FactSet Research Systems Inc. delivered a mixed result in the quarter, with revenues above market expectations but failed to surpass the analyst consensus regarding earnings.The success in 2023 stemmed from the growth of enterprise offerings, leading to significant strategic wins across various workflows.Besides that, their content refinery, extensive data offerings, and innovations in user experience, including conversational interfaces and generative AI, position FactSet Research Systems for continued growth.

FactSet Research Systems Inc.: Are The Latest AI Investments Expected To Catalyze Revenue Growth? - Major Drivers

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>S&amp;P DJI Global Indices on Friday announced the changes to the S&amp;P500, S&amp;P Midcap 400, and S&amp;P 600 to be implement at the close on 17 December. </li>
<li>There were no surprises and the whole exercise is one of rearranging the deckchairs. Stocks move up an index, or down an index, but nothing moves out of the three.</li>
<li>The proprietary S&amp;P data suggests little opportunity, but empirical data suggests otherwise, and as in most cases, the interesting trades are the smaller ones.</li>
</ul>


S&amp;P DJI Global Indices on Friday announced the changes to the S&amp;P500, S&amp;P Midcap 400, and S&amp;P 600 to be implement at the close on 17 December. 
There were no surprises and the whole exercise is one of rearranging the deckchairs. Stocks move up an index, or down an index, but nothing moves out of the three.
The proprietary S&amp;P data suggests little opportunity, but empirical data suggests otherwise, and as in most cases, the interesting trades are the smaller ones.


S&P500 Rebalance for December 2021 - Rearranging the Deckchairs

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 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

FactSet Research Systems Inc.: Conquering Challenges With AI – The Future of Financial Analysis Revealed! - Major Drivers

FactSet Research Systems delivered a positive result and managed an all-around beat in the quarter, achieving a 7.1% year-over-year growth in...

Baptista Research

FactSet Research Systems Inc.: Are The Latest AI Investments Expected To Catalyze Revenue Growth? - Major Drivers

FactSet Research Systems Inc. delivered a mixed result in the quarter, with revenues above market expectations but failed to surpass the analyst...

Baptista Research

S&P500 Rebalance for December 2021 - Rearranging the Deckchairs

The S&P announced its changes to the S&P500, S&P Midcap 400, and S&P Small 600 Indices. All names moving in and out of these indices are coming...

Travis Lundy

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