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>This is our first report on Sherwin-Williams, one of the largest distributors of paints and coatings in the U.S.</li><li>The company had a stellar third quarter, with high teen sales growth leading to the first $6 billion sales quarter and significant sequential and year-over-year gross margin improvement which resulted in an all-around beat.</li><li>In contrast to China's and Europe's persistent weakness, demand is still robust in the pro-architectural and North American industrial end sectors.</li></ul>

This is our first report on Sherwin-Williams, one of the largest distributors of paints and coatings in the U.S.The company had a stellar third quarter, with high teen sales growth leading to the first $6 billion sales quarter and significant sequential and year-over-year gross margin improvement which resulted in an all-around beat.In contrast to China's and Europe's persistent weakness, demand is still robust in the pro-architectural and North American industrial end sectors.

The Sherwin-Williams Company: Initiation of Coverage – Recent Acquisitions & Key Drivers

Following Great Public Companies, Watchlist Investing

Watchlist Investing

Following Great Public Companies

Exploring timeless investing concepts in the search for great businesses.

<ul><li>Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).</li><li>SHW is the dominant player in the architectural coatings industry.</li><li>The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.</li></ul>

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).SHW is the dominant player in the architectural coatings industry.The scientific-sounding industry classification translates into paint for the interior and exterior of buildings.

85: Watchlist Update: Adding Sherwin-Williams

<ul><li>I’m currently working on the September issue of Watchlist Deep Dives, which features Sherwin-Williams.</li><li>My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.</li><li>I was surprised to see that Ernst &amp; Young had served as SHW’s auditor since 1908.</li></ul>

I’m currently working on the September issue of Watchlist Deep Dives, which features Sherwin-Williams.My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.I was surprised to see that Ernst &amp; Young had served as SHW’s auditor since 1908.

83: Initial Thoughts On Sherwin-Williams (SHW)

Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

Invesco QQQ Trust Series 1 / Equity Bottom-Up

<ul><li>It really has been road bump after road bump for the market lately. Omicron late last year. Then, Federal Reserve changed their mind about interest rates to fight inflation</li><li>After a steep sell-off, particularly in growth stocks, some strong earnings reports and great economic data (eg, high GDP growth) started to bring the market to life</li><li>So, this new volatility caused by Russia-Ukraine tensions offers another opportunity to grab some value stocks!</li></ul>

It really has been road bump after road bump for the market lately. Omicron late last year. Then, Federal Reserve changed their mind about interest rates to fight inflationAfter a steep sell-off, particularly in growth stocks, some strong earnings reports and great economic data (eg, high GDP growth) started to bring the market to lifeSo, this new volatility caused by Russia-Ukraine tensions offers another opportunity to grab some value stocks!

United States

The Sherwin-Williams Company manufactures, distributes, and sells paints, coatings, and related products.  The Company's products are sold to professional, industrial, commercial, and retail customers primarily in North and South America. Sherwin Williams also has additional operations in the Caribbean region, Europe and Asia.

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Sherwin Williams Co (SHW US)

The Sherwin-Williams Company: Initiation of Coverage – Recent Acquisitions & Key Drivers

This is our first report on Sherwin-Williams, one of the largest distributors of paints and coatings in the U.S. The company had a stellar third...

Baptista Research

85: Watchlist Update: Adding Sherwin-Williams

Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).

Watchlist Investing

83: Initial Thoughts On Sherwin-Williams (SHW)

My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.

Watchlist Investing

Model Portfolio For Any Economic Cycle

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

Cappuccino Finance

Top Picks for Value Stocks - Feb 2022

It really has been road bump after road bump for the market lately. Omicron late last year. Then, Federal Reserve changed their mind about interest...

Cappuccino Finance

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