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>Sealed Air Company recently held its third quarter earnings call for 2024, highlighting several strategic changes and the financial outlook for the firm.</li><li>The company is advancing its restructuring efforts by reorganizing into two distinct verticals: Food and Protective.</li><li>This reorganization is intended to better align the company's operations with market demands and customer needs, as well as to enhance shareholder value.</li></ul>

Sealed Air Company recently held its third quarter earnings call for 2024, highlighting several strategic changes and the financial outlook for the firm.The company is advancing its restructuring efforts by reorganizing into two distinct verticals: Food and Protective.This reorganization is intended to better align the company's operations with market demands and customer needs, as well as to enhance shareholder value.

Sealed Air Corporation: An Analysis Of Verticalization & Operational Focus & Other Major Drivers

<ul><li>Sealed Air's Q2 2024 earnings presentation provided detailed insights into the company's financial health and strategic direction under the leadership of the newly appointed CEO, Patrick Kivits.</li><li>This period also marked a reshuffling in the executive roles with Dustin Semach stepping up as President and CFO.</li><li>Sealed Air reported a quarter with mixed results, highlighting successes in its Food segment and ongoing challenges in the Protective segment.</li></ul>

Sealed Air's Q2 2024 earnings presentation provided detailed insights into the company's financial health and strategic direction under the leadership of the newly appointed CEO, Patrick Kivits.This period also marked a reshuffling in the executive roles with Dustin Semach stepping up as President and CFO.Sealed Air reported a quarter with mixed results, highlighting successes in its Food segment and ongoing challenges in the Protective segment.

Sealed Air Corporation: Enhanced Commercial Execution in Protective Packaging Driving Our Optimism! - Major Drivers

<ul><li>Sealed Air Corporation has disclosed its financial outcomes for the first quarter of 2024, presenting mixed results amid shifting market conditions and ongoing strategic adjustments.</li><li>Revenue for the quarter reached $1.33 billion with an adjusted EBITDA of $278 million, indicating robust performance despite the challenging dynamics, particularly in the Protective segment.</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>

Sealed Air Corporation has disclosed its financial outcomes for the first quarter of 2024, presenting mixed results amid shifting market conditions and ongoing strategic adjustments.Revenue for the quarter reached $1.33 billion with an adjusted EBITDA of $278 million, indicating robust performance despite the challenging dynamics, particularly in the Protective segment.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.

Sealed Air Corporation: Increasing Automation & Partnership Collaborations Driving Top-Line Growth? - Major Drivers

<ul><li>Sealed Air Corporation, in its Q4 2023 earnings, reported sales of $1.4 billion and an adjusted EBITDA of $274 million.</li><li>The results align with the company’s projection, reflecting the ongoing challenges from fluctuating protein cycles and downtrading in the food division as well as a reassured seasonal pickup in the protective segment.</li><li>For the fiscal year of 2023, Sealed Air posted sales of $5.5 billion, slightly over the midpoint of its guidance, along with an adjusted EBITDA of $1.1 billion.</li></ul>

Sealed Air Corporation, in its Q4 2023 earnings, reported sales of $1.4 billion and an adjusted EBITDA of $274 million.The results align with the company’s projection, reflecting the ongoing challenges from fluctuating protein cycles and downtrading in the food division as well as a reassured seasonal pickup in the protective segment.For the fiscal year of 2023, Sealed Air posted sales of $5.5 billion, slightly over the midpoint of its guidance, along with an adjusted EBITDA of $1.1 billion.

Sealed Air Corporation: Initiation Of Coverage - What Is Its Core Business Strategy? - Major Drivers

Investigative Investment Research, Bleecker Street Capital

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Investigative Investment Research

Bleecker Street Capital

Bleecker Street Capital is a short-biased investment firm.

<ul><li>Sealed Air (SEE) is a disaster in motion: its entire business is facing extinction as customers move away from the thin-film plastics the company makes.</li><li>Sealed Air’s e-Commerce business has collapsed as Amazon has moved away from the single-use plastics, formerly ever present in its packaging. </li><li>California just passed two recycling and labeling bills that we think will make Sealed Air’s products unlikely to be used in the State and possibly in the US as a whole.</li></ul>

Sealed Air (SEE) is a disaster in motion: its entire business is facing extinction as customers move away from the thin-film plastics the company makes.Sealed Air’s e-Commerce business has collapsed as Amazon has moved away from the single-use plastics, formerly ever present in its packaging. California just passed two recycling and labeling bills that we think will make Sealed Air’s products unlikely to be used in the State and possibly in the US as a whole.

Sealed Air (SEE): A Melting Ice Cube Hiding In Plain Sight

United States

Sealed Air Corporation manufactures packaging and performance-based materials and equipment systems that serve food, industrial, medical, and consumer applications.

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Sealed Air Corp (SEE US)

Sealed Air Corporation: An Analysis Of Verticalization & Operational Focus & Other Major Drivers

Sealed Air Company recently held its third quarter earnings call for 2024, highlighting several strategic changes and the financial outlook for...

Baptista Research

Sealed Air Corporation: Enhanced Commercial Execution in Protective Packaging Driving Our Optimism! - Major Drivers

Sealed Air's Q2 2024 earnings presentation provided detailed insights into the company's financial health and strategic direction under the...

Baptista Research

Sealed Air Corporation: Increasing Automation & Partnership Collaborations Driving Top-Line Growth? - Major Drivers

Sealed Air Corporation has disclosed its financial outcomes for the first quarter of 2024, presenting mixed results amid shifting market...

Baptista Research

Sealed Air Corporation: Initiation Of Coverage - What Is Its Core Business Strategy? - Major Drivers

Sealed Air Corporation, in its Q4 2023 earnings, reported sales of $1.4 billion and an adjusted EBITDA of $274 million. The results align with the...

Baptista Research

Sealed Air (SEE): A Melting Ice Cube Hiding In Plain Sight

Sealed Air (SEE) is a disaster in motion: its entire business is facing extinction as customers move away from the thin-film plastics the company...

Bleecker Street Research

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