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>Quanta Services, a major provider of infrastructure solutions for the utility, renewable energy, and technology sectors, delivered robust third-quarter results for 2024, underpinned by double-digit growth in key financial metrics.</li><li>Despite facing operational challenges such as storms that required significant deployment of resources, Quanta highlighted a strong performance with a record backlog and notable growth in revenues and earnings.</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>

Quanta Services, a major provider of infrastructure solutions for the utility, renewable energy, and technology sectors, delivered robust third-quarter results for 2024, underpinned by double-digit growth in key financial metrics.Despite facing operational challenges such as storms that required significant deployment of resources, Quanta highlighted a strong performance with a record backlog and notable growth in revenues and earnings.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.

Quanta Services Inc.: An Analysis Of Its Grid Modernization & Hardening Services & Other Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Quanta Services specializes in infrastructure solutions for utilities, communications, and energy industries</li><li>Positioned to benefit from infrastructure expansion and modernization tailwinds such as data center/AI buildout, grid modernization, renewables, and 5G transition</li><li>Strong focus on Electric Power Infrastructure Solutions and leading market share in North American transmission and distribution, with revenue mainly coming from US customers</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>

Quanta Services specializes in infrastructure solutions for utilities, communications, and energy industriesPositioned to benefit from infrastructure expansion and modernization tailwinds such as data center/AI buildout, grid modernization, renewables, and 5G transitionStrong focus on Electric Power Infrastructure Solutions and leading market share in North American transmission and distribution, with revenue mainly coming from US customersThis 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.

Quanta Services Inc (PWR) - Monday, May 20, 2024

<ul><li>Quanta Services showcased robust financial performance for the second quarter of 2024, delivering double-digit growth in revenue, adjusted EBITDA, and adjusted earnings per share.</li><li>The company reported significant strength in its backlog, achieving a record total of $31.3 billion accompanied by strong cash flow generation.</li><li>These results stem largely from ongoing demand for Quanta’s services, fueled by multiyear programs focused on developing renewable energy and power grid infrastructure in North America.</li></ul>

Quanta Services showcased robust financial performance for the second quarter of 2024, delivering double-digit growth in revenue, adjusted EBITDA, and adjusted earnings per share.The company reported significant strength in its backlog, achieving a record total of $31.3 billion accompanied by strong cash flow generation.These results stem largely from ongoing demand for Quanta’s services, fueled by multiyear programs focused on developing renewable energy and power grid infrastructure in North America.

Quanta Services: Enhanced Utility and Communication Infrastructure Services Driving Growth! - Major Drivers

<ul><li>Quanta Services, Inc. performed well in Q1 2024 with double-digit growth in revenue, adjusted EBITDA, adjusted earnings per share, and outstanding cash flow which reflects a solid start to the year.</li><li>Quanta's total backlog at the end of the quarter amounted to $29.9 billion which signifies the value of the collaborative client relationships and the future momentum expected in 2024.</li><li>One key driver of this positive momentum is the increase in power demand due to widespread adoption of new technologies like artificial intelligence and data centers, and an accelerated energy transition driven by federal and state policies.</li></ul>

Quanta Services, Inc. performed well in Q1 2024 with double-digit growth in revenue, adjusted EBITDA, adjusted earnings per share, and outstanding cash flow which reflects a solid start to the year.Quanta's total backlog at the end of the quarter amounted to $29.9 billion which signifies the value of the collaborative client relationships and the future momentum expected in 2024.One key driver of this positive momentum is the increase in power demand due to widespread adoption of new technologies like artificial intelligence and data centers, and an accelerated energy transition driven by federal and state policies.

Quanta Services: Will The Increased Demand For Data Centers Continue To Catalyze Top-Line Growth? - Major Drivers

<ul><li>Quanta Services, Inc., a provider of specialized contracting services, reported fourth-quarter and full-year results for 2023 reflecting double-digit growth in revenues and earnings, pointing to robust demand and solid execution.</li><li>Total year-end backlog was $30.1 billion, indicative of the company's enduring client relationships and momentum entering 2024.</li><li>Record revenue was achieved 6 out of the last 7 years along with 6 consecutive years of record-adjusted EBITDA and 7 years of continuous record-adjusted earnings per share, aided by Quanta's operational and financial platform backed by over 50,000 dedicated employees.</li></ul>

Quanta Services, Inc., a provider of specialized contracting services, reported fourth-quarter and full-year results for 2023 reflecting double-digit growth in revenues and earnings, pointing to robust demand and solid execution.Total year-end backlog was $30.1 billion, indicative of the company's enduring client relationships and momentum entering 2024.Record revenue was achieved 6 out of the last 7 years along with 6 consecutive years of record-adjusted EBITDA and 7 years of continuous record-adjusted earnings per share, aided by Quanta's operational and financial platform backed by over 50,000 dedicated employees.

Quanta Services: How Long Will The Renewable Growth Story Continue? - Financial Forecasts

United States

Quanta Services, Inc. provides specialized contracting services to electric utilities, telecommunication and cable television operators, and governmental entities.  The Company also installs transportation control and lighting systems and provides specialty electric power and communication services for industrial and commercial customers.  Quanta operates projects throughout North America.

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Quanta Services (PWR US)

Quanta Services Inc.: An Analysis Of Its Grid Modernization & Hardening Services & Other Major Drivers

Quanta Services, a major provider of infrastructure solutions for the utility, renewable energy, and technology sectors, delivered robust...

Baptista Research

Quanta Services Inc (PWR) - Monday, May 20, 2024

Positioned to benefit from infrastructure expansion and modernization tailwinds such as data center/AI buildout, grid modernization, renewables,...

Value Investors Club

Quanta Services: Enhanced Utility and Communication Infrastructure Services Driving Growth! - Major Drivers

Quanta Services showcased robust financial performance for the second quarter of 2024, delivering double-digit growth in revenue, adjusted EBITDA,...

Baptista Research

Quanta Services: Will The Increased Demand For Data Centers Continue To Catalyze Top-Line Growth? - Major Drivers

Quanta Services, Inc. performed well in Q1 2024 with double-digit growth in revenue, adjusted EBITDA, adjusted earnings per share, and outstanding...

Baptista Research

Quanta Services: How Long Will The Renewable Growth Story Continue? - Financial Forecasts

Quanta Services, Inc., a provider of specialized contracting services, reported fourth-quarter and full-year results for 2023 reflecting...

Baptista Research

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