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>MSCI's third quarter 2024 earnings highlighted several strengths and challenges faced by the company, showcasing a robust business model and critical role in global investing.</li><li>MSCI's total revenue grew by 16%, with a notable 46% increase in free cash flow and a 12% rise in adjusted earnings per share.</li><li>The company also repurchased $199 million worth of shares, demonstrating confidence in its financial health and future prospects.</li></ul>

MSCI's third quarter 2024 earnings highlighted several strengths and challenges faced by the company, showcasing a robust business model and critical role in global investing.MSCI's total revenue grew by 16%, with a notable 46% increase in free cash flow and a 12% rise in adjusted earnings per share.The company also repurchased $199 million worth of shares, demonstrating confidence in its financial health and future prospects.

MSCI Inc.: Enhancing Fixed Income and Multi-Asset Class Analytics To Catapult Their Growth! - Major Drivers

<ul><li>In the second quarter of 2024, MSCI exhibited robust financial performance, capitalizing on its diverse portfolio and strong market position.</li><li>The company reported an impressive 12% growth in adjusted earnings per share and a 10% growth in organic revenue.</li><li>Notably, asset-based fee revenue surged by 18%, driven by record Assets Under Management (AUM) in Exchange-Traded Funds (ETFs) and non-listed products linked to MSCI indices.</li></ul>

In the second quarter of 2024, MSCI exhibited robust financial performance, capitalizing on its diverse portfolio and strong market position.The company reported an impressive 12% growth in adjusted earnings per share and a 10% growth in organic revenue.Notably, asset-based fee revenue surged by 18%, driven by record Assets Under Management (AUM) in Exchange-Traded Funds (ETFs) and non-listed products linked to MSCI indices.

MSCI Inc.: Strengthening Index Subscription Services & Leveraging Private Asset Classes To Catalyze Growth! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Book highlights CEOs who led companies to long-term success, including Henry Fernandez of MSCI</li><li>MSCI has strong competitive advantage in financial indexes and analytics industry</li><li>Despite recent stock price decline, MSCI remains a top-tier investment opportunity with potential for double-digit cashflow growth</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Book highlights CEOs who led companies to long-term success, including Henry Fernandez of MSCIMSCI has strong competitive advantage in financial indexes and analytics industryDespite recent stock price decline, MSCI remains a top-tier investment opportunity with potential for double-digit cashflow growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>MSCI Inc.'s financial results for Q1 2024 reflect strong performance under challenging market conditions.</li><li>The company achieved organic revenue growth of 10%, adjusted earnings per share growth of 12%, and free cash flow growth of 14%.</li><li>Asset-Based Fee (ABF) revenue saw an impressive 13% increase, driven by record assets under management (AUM) in both listed and non-listed products linked to MSCI indices.</li></ul>

MSCI Inc.'s financial results for Q1 2024 reflect strong performance under challenging market conditions.The company achieved organic revenue growth of 10%, adjusted earnings per share growth of 12%, and free cash flow growth of 14%.Asset-Based Fee (ABF) revenue saw an impressive 13% increase, driven by record assets under management (AUM) in both listed and non-listed products linked to MSCI indices.

MSCI Inc.: Expanding Index Options and Volatility Indices & 5 Major Drivers

<ul><li>MSCI, a global provider of benchmark indices enjoyed robust operating metrics for its fourth quarter of 2023, showcasing strong financial performance despite global headwinds.</li><li>The company reported nearly 30% growth in adjusted earnings per share, a considerable 15% surge in organic revenue, and a 24% increase in free cash flow growth.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

MSCI, a global provider of benchmark indices enjoyed robust operating metrics for its fourth quarter of 2023, showcasing strong financial performance despite global headwinds.The company reported nearly 30% growth in adjusted earnings per share, a considerable 15% surge in organic revenue, and a 24% increase in free cash flow growth.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

MSCI Inc.: Expansion Into Private Capital Solutions & 5 Key Drivers

United States

MSCI Inc. provides investment decision support tools to investment institutions worldwide. The Company produces indices and risk and return portfolio analytics for use in managing investment portfolios.

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MSCI Inc (MSCI US)

MSCI Inc.: Enhancing Fixed Income and Multi-Asset Class Analytics To Catapult Their Growth! - Major Drivers

MSCI's third quarter 2024 earnings highlighted several strengths and challenges faced by the company, showcasing a robust business model and...

Baptista Research

MSCI Inc.: Strengthening Index Subscription Services & Leveraging Private Asset Classes To Catalyze Growth! - Major Drivers

In the second quarter of 2024, MSCI exhibited robust financial performance, capitalizing on its diverse portfolio and strong market position. The...

Baptista Research

Msci (MSCI) - Thursday, Apr 25, 2024

Despite recent stock price decline, MSCI remains a top-tier investment opportunity with potential for double-digit cashflow growth

Value Investors Club

MSCI Inc.: Expanding Index Options and Volatility Indices & 5 Major Drivers

MSCI Inc.'s financial results for Q1 2024 reflect strong performance under challenging market conditions. The company achieved organic revenue...

Baptista Research

MSCI Inc.: Expansion Into Private Capital Solutions & 5 Key Drivers

MSCI, a global provider of benchmark indices enjoyed robust operating metrics for its fourth quarter of 2023, showcasing strong financial...

Baptista Research

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