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>PayPal Holdings Inc. has demonstrated a sound performance in the first quarter of 2025, indicating positive momentum in its strategic execution and financial outcomes.</li><li>The company’s ongoing transformation from a traditional payments processor to a comprehensive commerce platform appears to be progressing effectively.</li><li>This is underscored by the company’s fifth consecutive quarter of profitable growth, highlighted by an 8% growth in transaction margin dollars when adjusted for leap year considerations.</li></ul>

PayPal Holdings Inc. has demonstrated a sound performance in the first quarter of 2025, indicating positive momentum in its strategic execution and financial outcomes.The company’s ongoing transformation from a traditional payments processor to a comprehensive commerce platform appears to be progressing effectively.This is underscored by the company’s fifth consecutive quarter of profitable growth, highlighted by an 8% growth in transaction margin dollars when adjusted for leap year considerations.

PayPal Holdings: Product & Geographic Diversification To Upsurge Global Transaction Footprint Amid Competition & Geopolitical Changes!

<ul><li>PayPal delivered robust operating and financial results for the full year and fourth quarter of 2024, marked by strategic initiatives aimed at transformation and growth.</li><li>The company's efforts to enhance its branded checkout, person-to-person (P2P) payments, and Venmo monetization showed positive impacts on its financial metrics.</li><li>One of PayPal's significant achievements in 2024 was its ability to drive year-long growth in transaction margin dollars, aided by innovations in branded checkout and a focus on pricing-to-value.</li></ul>

PayPal delivered robust operating and financial results for the full year and fourth quarter of 2024, marked by strategic initiatives aimed at transformation and growth.The company's efforts to enhance its branded checkout, person-to-person (P2P) payments, and Venmo monetization showed positive impacts on its financial metrics.One of PayPal's significant achievements in 2024 was its ability to drive year-long growth in transaction margin dollars, aided by innovations in branded checkout and a focus on pricing-to-value.

PayPal Holdings: The Braintree Breakout – How This Unit Is Quietly Gaining Ground!

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

<ul>
<li>Elliott Management has bought a $2B stake in PayPal and seeks cost cutting measures.</li>
<li>PayPal has started to take action through cost cutting, a new buyback, new organizational measures, and increased focus on revenue strategy.</li>
<li>The wild card that would get us more bullish is Elliott forcing a merger with Pinterest, which would yield a readymade Dan Schulman replacement in Bill Ready.</li>
</ul>


Elliott Management has bought a $2B stake in PayPal and seeks cost cutting measures.
PayPal has started to take action through cost cutting, a new buyback, new organizational measures, and increased focus on revenue strategy.
The wild card that would get us more bullish is Elliott forcing a merger with Pinterest, which would yield a readymade Dan Schulman replacement in Bill Ready.


PayPal: Elliott Sees Opportunity, So Do We

<ul><li>PayPal's Third Quarter 2024 Earnings Summary reveals a period of robust activity, transformation, and strategic realignment under the new leadership of CEO Alex Chriss and CFO Jamie Miller.</li><li>The financial results and operational updates discussed in the earnings call reflect both positive advancements and areas where PayPal continues to face challenges.PayPal reported a total payment volume of $423 billion, representing a 9% year-over-year growth, and revenue of $7.8 billion, which grew 6% on a currency-neutral basis.</li><li>Non-GAAP earnings per share increased by 22%, indicative of strong profitability.</li></ul>

PayPal's Third Quarter 2024 Earnings Summary reveals a period of robust activity, transformation, and strategic realignment under the new leadership of CEO Alex Chriss and CFO Jamie Miller.The financial results and operational updates discussed in the earnings call reflect both positive advancements and areas where PayPal continues to face challenges.PayPal reported a total payment volume of $423 billion, representing a 9% year-over-year growth, and revenue of $7.8 billion, which grew 6% on a currency-neutral basis.Non-GAAP earnings per share increased by 22%, indicative of strong profitability.

PayPal Holdings:  Expansion and Monetization of Braintree and Venmo Services As A Potential Game Changer? - Major Drivers

<ul><li>PayPal Holdings, Inc. delivered a commendable performance in the second quarter of 2024, showcasing growth across various metrics, amidst ongoing strategic transformation efforts.</li><li>The company reported an 11% increase in total payment volume, totaling $417 billion, and a 9% rise in revenue on a currency-neutral basis.</li><li>Additionally, transaction margin dollars grew by 8%, indicating the strongest performance since 2021.</li></ul>

PayPal Holdings, Inc. delivered a commendable performance in the second quarter of 2024, showcasing growth across various metrics, amidst ongoing strategic transformation efforts.The company reported an 11% increase in total payment volume, totaling $417 billion, and a 9% rise in revenue on a currency-neutral basis.Additionally, transaction margin dollars grew by 8%, indicating the strongest performance since 2021.

PayPal Holdings Inc.: Focus on Profitable Growth and Efficiency Driving Our Optimism! - Major Drivers

United States

PayPal Holdings, Inc. operates as a technology platform company that enables digital and mobile payments on behalf of consumers and merchants. The Company offers online payment solutions. PayPal Holdings serves customers worldwide.

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Paypal Holdings (PYPL US)

PayPal Holdings: Product & Geographic Diversification To Upsurge Global Transaction Footprint Amid Competition & Geopolitical Changes!

PayPal Holdings Inc. has demonstrated a sound performance in the first quarter of 2025, indicating positive momentum in its strategic execution...

Baptista Research

PayPal Holdings: The Braintree Breakout – How This Unit Is Quietly Gaining Ground!

PayPal delivered robust operating and financial results for the full year and fourth quarter of 2024, marked by strategic initiatives aimed at...

Baptista Research

PayPal: Elliott Sees Opportunity, So Do We

We think Elliott's stake in PayPal and management's 4 pronged plan announced on last week's earnings has put the floor in on PYPL. Trading at an...

Aaron Gabin

PayPal Holdings: Expansion and Monetization of Braintree and Venmo Services As A Potential Game Changer? - Major Drivers

PayPal's Third Quarter 2024 Earnings Summary reveals a period of robust activity, transformation, and strategic realignment under the new...

Baptista Research

PayPal Holdings Inc.: Focus on Profitable Growth and Efficiency Driving Our Optimism! - Major Drivers

PayPal Holdings, Inc. delivered a commendable performance in the second quarter of 2024, showcasing growth across various metrics, amidst ongoing...

Baptista Research

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