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.

Credit

<ul><li>Despite geopolitical pressures, PepsiCo appears to be set for a relatively stable 2022 ahead which is expected to be driven by a decent performance in both, its convenient foods and beverages categories.</li><li>Based on our credit analysis, the company merits a Credit Evaluation Score of Aα with a stable outlook and as per our Financial Strength Indicator, its performance is 4.14/ 5.</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>

Despite geopolitical pressures, PepsiCo appears to be set for a relatively stable 2022 ahead which is expected to be driven by a decent performance in both, its convenient foods and beverages categories.Based on our credit analysis, the company merits a Credit Evaluation Score of Aα with a stable outlook and as per our Financial Strength Indicator, its performance is 4.14/ 5.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.

PepsiCo Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>PepsiCo had a decent fourth quarterly result and appears to be set for a relatively stable 2022 ahead backed by the decent performance of both, it’s convenient foods and beverages categories.</li><li>Moreover, PepsiCo is seeing growth in Rockstar both in areas where it's more developed, such as areas of the country, and in new areas, where the distribution system is making a difference.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

PepsiCo had a decent fourth quarterly result and appears to be set for a relatively stable 2022 ahead backed by the decent performance of both, it’s convenient foods and beverages categories.Moreover, PepsiCo is seeing growth in Rockstar both in areas where it's more developed, such as areas of the country, and in new areas, where the distribution system is making a difference.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

PepsiCo Inc.: Financial & Price Forecasts

<ul><li>PepsiCo is gradually becoming more and more competitive across both, snacks and beverage categories in most of the markets because of the heavy investments they have been making in brand building.</li><li>PepsiCo has clearly shifted focus from many non-essential brands and allocated more resources towards the right products.</li><li>Baptista Research looks to evaluate the different credit strengths and credit risks of PepsiCo as well as a line-by-line analysis of the financial statements of the company for the past four years.</li></ul>

PepsiCo is gradually becoming more and more competitive across both, snacks and beverage categories in most of the markets because of the heavy investments they have been making in brand building.PepsiCo has clearly shifted focus from many non-essential brands and allocated more resources towards the right products.Baptista Research looks to evaluate the different credit strengths and credit risks of PepsiCo as well as a line-by-line analysis of the financial statements of the company for the past four years.

PepsiCo Inc: Detailed Credit Analysis & Financial Strength Evaluation Report (01/2022)

Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul>
<li>Coca-Cola's share price continues to outperform, while it is still attractively priced relative to peers.</li>
<li>High free cash flow generation and industry leading profitability set the company apart, even from the other leaders in beverages.</li>
<li>Although the company's strong international exposure results in lower return on capital, it offers a major competitive advantage.</li>
</ul>


Coca-Cola's share price continues to outperform, while it is still attractively priced relative to peers.
High free cash flow generation and industry leading profitability set the company apart, even from the other leaders in beverages.
Although the company's strong international exposure results in lower return on capital, it offers a major competitive advantage.


Equity Capital Markets

<ul><li>PepsiCo and Coca-Cola have been the oldest rivals in the beverage business on whom one can find dozens of marketing case studies of how the two companies have fought each other tooth and nail in different geographies.</li><li>Today, we are looking to carry out a side-by-side comparison of the recent financial performance of both beverage giants and evaluate them from an investment standpoint.</li><li>In this report, we are looking to analyze the key qualitative factors that could influence the two companies’ stock price in the near future.</li></ul>

PepsiCo and Coca-Cola have been the oldest rivals in the beverage business on whom one can find dozens of marketing case studies of how the two companies have fought each other tooth and nail in different geographies.Today, we are looking to carry out a side-by-side comparison of the recent financial performance of both beverage giants and evaluate them from an investment standpoint.In this report, we are looking to analyze the key qualitative factors that could influence the two companies’ stock price in the near future.

PepsiCo vs. Coca-Cola - The Battle Of The Beverage Giants (12/2021)

United States

PepsiCo, Inc. operates worldwide beverage, snack and food businesses. The Company manufactures or uses contract manufacturers, markets and sells a variety of grain-based snacks, carbonated and non-carbonated beverages and foods in countries throughout the world.

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Pepsico Inc (PEP US)

PepsiCo Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Despite geopolitical pressures, PepsiCo appears to be set for a relatively stable 2022 ahead which is expected to be driven by a decent...

Baptista Research

PepsiCo Inc.: Financial & Price Forecasts

PepsiCo had a decent fourth quarterly result and appears to be set for a relatively stable 2022 ahead backed by the decent performance of both,...

Baptista Research

PepsiCo Inc: Detailed Credit Analysis & Financial Strength Evaluation Report (01/2022)

PepsiCo is gradually becoming more and more competitive across both, snacks and beverage categories in most of the markets because of the heavy...

Baptista Research

Coca-Cola: Still Holding The Crown

Coca-Cola's share price continues to outperform, while it is still attractively priced relative to peers. High free cash flow generation and...

Vladimir Dimitrov, CFA

PepsiCo vs. Coca-Cola - The Battle Of The Beverage Giants (12/2021)

PepsiCo and Coca-Cola have been the oldest rivals in the beverage business on whom one can find dozens of marketing case studies of how the two...

Baptista Research

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