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>Global Payments Inc. reported its first quarter 2024 financial results, which exceeded expectations amidst a challenging macroeconomic environment.</li><li>The company recorded a 7% adjusted net revenue growth and notable margin expansion.</li><li>The Merchant Solutions business posted several quarters of robust organic growth, buoyed by strong consumer trends and partnerships within vertical markets and point-of-sale sectors.</li></ul>

Global Payments Inc. reported its first quarter 2024 financial results, which exceeded expectations amidst a challenging macroeconomic environment.The company recorded a 7% adjusted net revenue growth and notable margin expansion.The Merchant Solutions business posted several quarters of robust organic growth, buoyed by strong consumer trends and partnerships within vertical markets and point-of-sale sectors.

Global Payments Inc.: Will The Healthy Booking Trends in Vertical Market Businesses Last? - Major Drivers

<ul><li>Global Payments reported a strong fourth quarter and full year performance in 2023, exceeding initial expectations.</li><li>Full year results showed high single-digit adjusted net revenue growth, and an increase of 12% in adjusted earnings per share.</li><li>This is despite divestitures of its Netspend Consumer business early in the year.</li></ul>

Global Payments reported a strong fourth quarter and full year performance in 2023, exceeding initial expectations.Full year results showed high single-digit adjusted net revenue growth, and an increase of 12% in adjusted earnings per share.This is despite divestitures of its Netspend Consumer business early in the year.

Global Payments Inc:  What Is The Strategic Portfolio Pruning That They Are Carrying Out? - Major Drivers

<ul><li>Global Payments announced a robust third-quarter results, exceeding expectations amid an unpredictable macroeconomic landscape and a stronger-than-anticipated dollar.</li><li>Despite a 700 basis point headwind from the divestiture of Netspend's consumer assets, the company expanded adjusted operating margins by 50 basis points.</li><li>With distinctive distribution channels and unrivaled local service and support, Global Payments remains enthusiastic about the global growth prospects of its POS business.</li></ul>

Global Payments announced a robust third-quarter results, exceeding expectations amid an unpredictable macroeconomic landscape and a stronger-than-anticipated dollar.Despite a 700 basis point headwind from the divestiture of Netspend's consumer assets, the company expanded adjusted operating margins by 50 basis points.With distinctive distribution channels and unrivaled local service and support, Global Payments remains enthusiastic about the global growth prospects of its POS business.

Global Payments Inc.: A New Omnichannel Solution To Transform Business Engagement! - Major Drivers

<ul><li>Despite the uncertain financial situation around the world, Global Payments managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>The company once again produced excellent organic growth in the Merchant Solutions business, driven by the continuous success of their companies that use technology.</li><li>This quarter, they again achieved significant revenues, outpacing the impressive results of the previous quarter.</li></ul>

Despite the uncertain financial situation around the world, Global Payments managed to exceed analyst expectations in terms of revenue as well as earnings.The company once again produced excellent organic growth in the Merchant Solutions business, driven by the continuous success of their companies that use technology.This quarter, they again achieved significant revenues, outpacing the impressive results of the previous quarter.

Global Payments Inc.: 3 Reasons Behind Consistent Growth in Merchant Solutions! - Financial Forecasts

Equity Capital Markets

<ul><li>Despite ongoing macro-uncertainties, Global Payments had a strong first quarter that surpassed Wall Street expectations.</li><li>After successfully completing these transactions, Global Payments concentrated on controlling the future business composition with Issuer Solutions, including B2B and Merchant Solutions.</li><li>In B2B, Global Payments also drive strong growth with corporations and financial institutions.</li></ul>

Despite ongoing macro-uncertainties, Global Payments had a strong first quarter that surpassed Wall Street expectations.After successfully completing these transactions, Global Payments concentrated on controlling the future business composition with Issuer Solutions, including B2B and Merchant Solutions.In B2B, Global Payments also drive strong growth with corporations and financial institutions.

Global Payments Inc.: Divestitures of Gaming Solutions and Netspend & Other Drivers

United States

Global Payments Inc. provides electronic transaction processing, information systems, and services.  The Company serves the financial, corporate, government, and merchant communities on a worldwide basis.  Global Payments provides funds transfer, merchant services, merchant accounting, Internet services, and other services.

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Global Payments (GPN US)

Global Payments Inc.: Will The Healthy Booking Trends in Vertical Market Businesses Last? - Major Drivers

Global Payments Inc. reported its first quarter 2024 financial results, which exceeded expectations amidst a challenging macroeconomic...

Baptista Research

Global Payments Inc: What Is The Strategic Portfolio Pruning That They Are Carrying Out? - Major Drivers

Global Payments reported a strong fourth quarter and full year performance in 2023, exceeding initial expectations. Full year results showed high...

Baptista Research

Global Payments Inc.: A New Omnichannel Solution To Transform Business Engagement! - Major Drivers

Global Payments announced a robust third-quarter results, exceeding expectations amid an unpredictable macroeconomic landscape and a...

Baptista Research

Global Payments Inc.: 3 Reasons Behind Consistent Growth in Merchant Solutions! - Financial Forecasts

Despite the uncertain financial situation around the world, Global Payments managed to exceed analyst expectations in terms of revenue as well as...

Baptista Research

Global Payments Inc.: Divestitures of Gaming Solutions and Netspend & Other Drivers

Despite ongoing macro-uncertainties, Global Payments had a strong first quarter that surpassed Wall Street expectations. After successfully...

Baptista Research

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