Following Great Public Companies, Watchlist Investing

Watchlist Investing

Following Great Public Companies

Exploring timeless investing concepts in the search for great businesses.

Equity Bottom-Up

<ul><li>Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).</li><li>SHW is the dominant player in the architectural coatings industry.</li><li>The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.</li></ul>

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).SHW is the dominant player in the architectural coatings industry.The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.

85: Watchlist Update: Adding Sherwin-Williams

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.

<ul><li>Home Depot had a surprisingly good quarter unlike its rival, Lowe’s and delivered and all-around beat.</li><li>All of the merchandizing departments of Home Depot posted positive comps; hardware, paint, millwork, plumbing, and building materials were all above average.</li><li>Home Depot launched new capabilities on its B2B website to enhance the interconnected quoting and shopping business for its Pros.</li></ul>

Home Depot had a surprisingly good quarter unlike its rival, Lowe’s and delivered and all-around beat.All of the merchandizing departments of Home Depot posted positive comps; hardware, paint, millwork, plumbing, and building materials were all above average.Home Depot launched new capabilities on its B2B website to enhance the interconnected quoting and shopping business for its Pros.

Home Depot: B2B Platform Enhancements For Pros & Other Drivers

Thematic (Sector/Industry)

<ul><li>According to HD and LOW the home improvement market is $900 billion annually in North America.</li><li>One source put the US market, the primary market of each company, at $538 billion.</li><li>HD splits the $900 billion figure into two $450 billion categories for consumers and professionals, with professionals further broken down to show the $100 billion maintenance, repair, and operations (MRO) market.</li></ul>

According to HD and LOW the home improvement market is $900 billion annually in North America.One source put the US market, the primary market of each company, at $538 billion.HD splits the $900 billion figure into two $450 billion categories for consumers and professionals, with professionals further broken down to show the $100 billion maintenance, repair, and operations (MRO) market.

81: Watchlist Update: Adding Home Depot & Lowe's

Credit

<ul><li>Home Depot started off with the new fiscal year on a positive note.</li><li>Its U.S. stores had positive comps of 7%, and comp sales were up 2% from the same period last year.</li><li>Home Depot had a slower start to spring in many parts of the country but managed to cover up.</li></ul>

Home Depot started off with the new fiscal year on a positive note.Its U.S. stores had positive comps of 7%, and comp sales were up 2% from the same period last year.Home Depot had a slower start to spring in many parts of the country but managed to cover up.

<ul><li>Home Depot managed to achieve and surpass a humungous milestone of $150 billion in the form of revenues in 2021.</li><li>The pandemic has acted as a major catalyst for its growth as it took Home Depot as much as nine years to achieve $40 billion in revenue growth prior to 2019.</li><li>Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.</li></ul>

Home Depot managed to achieve and surpass a humungous milestone of $150 billion in the form of revenues in 2021.The pandemic has acted as a major catalyst for its growth as it took Home Depot as much as nine years to achieve $40 billion in revenue growth prior to 2019.Baptista Research looks to evaluate the different credit strengths and credit risks of the company as well as a line-by-line analysis of the financial statements of the company for the past four years.

The Home Depot Inc: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

The Home Depot, Inc. is a home improvement retailer that sells building materials and home improvement products. The Company sells a wide assortment of building materials, home improvement and lawn and garden products and provide a number of services. Home Depot operates throughout the U.S. (including Puerto Rico, the Virgin Islands and Guam), Canada, China, and Mexico.

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Home Depot Inc (HD US)

85: Watchlist Update: Adding Sherwin-Williams

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).

Watchlist Investing

Home Depot: B2B Platform Enhancements For Pros & Other Drivers

Home Depot had a surprisingly good quarter unlike its rival, Lowe’s and delivered and all-around beat. All of the merchandizing departments of...

Baptista Research

81: Watchlist Update: Adding Home Depot & Lowe's

According to HD and LOW the home improvement market is $900 billion annually in North America. One source put the US market, the primary market of...

Watchlist Investing

Home Depot Inc.: Market Position

Home Depot started off with the new fiscal year on a positive note. Its U.S. stores had positive comps of 7%, and comp sales were up 2% from the...

Baptista Research

The Home Depot Inc: Detailed Credit Analysis & Financial Strength Evaluation Report

Home Depot managed to achieve and surpass a humungous milestone of $150 billion in the form of revenues in 2021. The pandemic has acted as a major...

Baptista Research

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