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>The Cigna Group has presented its first-quarter results for 2024, demonstrating financial strength and strategic advancements across its diverse business segments.</li><li>The financial outcomes reveal a sound start to the year, with increased revenue and adjusted earnings per share, alongside an uplift in the full year 2024 earnings guidance.</li><li>However, these positive aspects are accompanied by areas of setbacks and challenges suggesting that while Cigna is on a promising trajectory, there are complexities that might affect its future performance.</li></ul>

The Cigna Group has presented its first-quarter results for 2024, demonstrating financial strength and strategic advancements across its diverse business segments.The financial outcomes reveal a sound start to the year, with increased revenue and adjusted earnings per share, alongside an uplift in the full year 2024 earnings guidance.However, these positive aspects are accompanied by areas of setbacks and challenges suggesting that while Cigna is on a promising trajectory, there are complexities that might affect its future performance.

Cigna Corporation: Is Their Investment in VillageMD Yielding The Expected Results? - Major Drivers

<ul><li>The Cigna Group surpassed Wall Street's revenue and earnings expectations, maintaining the momentum for a sustained year in 2023.</li><li>The company's health services and benefits platforms continue to demonstrate strength, aligning with its mission to grow and serve effectively.</li><li>They reported a total revenue of $49 billion and adjusted earnings per share of $6.77.</li></ul>

The Cigna Group surpassed Wall Street's revenue and earnings expectations, maintaining the momentum for a sustained year in 2023.The company's health services and benefits platforms continue to demonstrate strength, aligning with its mission to grow and serve effectively.They reported a total revenue of $49 billion and adjusted earnings per share of $6.77.

The Cigna Group: Enhancing Their Virtual Care With The Acquisition Of Bright.md Technology Platform! - Major Drivers

<ul><li>The Cigna Group exceeded analyst expectations in revenue and earnings, fueled by ongoing growth across its varied portfolio of companies.</li><li>Cigna produced total revenues of $48.6 billion, adjusted earnings per share of $6.13, and cash flow from operations of $2.5 billion in the quarter.</li><li>Another strong quarter was experienced by the company's market-leading pharmacy, care, and benefits portfolio at Evernorth Health Services.</li></ul>

The Cigna Group exceeded analyst expectations in revenue and earnings, fueled by ongoing growth across its varied portfolio of companies.Cigna produced total revenues of $48.6 billion, adjusted earnings per share of $6.13, and cash flow from operations of $2.5 billion in the quarter.Another strong quarter was experienced by the company's market-leading pharmacy, care, and benefits portfolio at Evernorth Health Services.

The Cigna Group: How Innovation & Affordability Are Driving Impressive Growth! - Major Drivers

<ul><li>The last quarter was an all-around beat for Cigna with revenues and earnings well above Wall Street expectations.</li><li>Evernorth, including pharmacy benefit services, Specialty Pharmacy, and Evernorth Care, retained, expanded, and won new relationships.</li><li>Cigna Healthcare's health benefits platform achieved revenue and customer growth, with solid performance across U.S. commercial, U.S. government, and international health businesses.</li></ul>

The last quarter was an all-around beat for Cigna with revenues and earnings well above Wall Street expectations.Evernorth, including pharmacy benefit services, Specialty Pharmacy, and Evernorth Care, retained, expanded, and won new relationships.Cigna Healthcare's health benefits platform achieved revenue and customer growth, with solid performance across U.S. commercial, U.S. government, and international health businesses.

The Cigna Group: Focus on Affordability and Pricing Drives Medical Cost Performance – Key Drivers

<ul><li>Cigna Corporation delivered a mixed performance in the last quarter with below-par revenues but an earnings beat.</li><li>Through a mix of dividends and share repurchases, Cigna returned $9 billion to shareholders.</li><li>Furthermore, in Evernorth Care Services, Cigna enhanced and expanded its care management and care delivery skills portfolio.</li></ul>

Cigna Corporation delivered a mixed performance in the last quarter with below-par revenues but an earnings beat.Through a mix of dividends and share repurchases, Cigna returned $9 billion to shareholders.Furthermore, in Evernorth Care Services, Cigna enhanced and expanded its care management and care delivery skills portfolio.

Cigna Corporation: Proceed With Caution On This Health Services Giant – Key Drivers

United States

The Cigna Group operates as an insurance company. The Company offers life, accident, disability, supplemental, medicare, and dental insurance products and services. The Cigna Group serves individuals, families, and businesses worldwide.

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Cigna Group (CI US)

Cigna Corporation: Is Their Investment in VillageMD Yielding The Expected Results? - Major Drivers

The Cigna Group has presented its first-quarter results for 2024, demonstrating financial strength and strategic advancements across its diverse...

Baptista Research

The Cigna Group: Enhancing Their Virtual Care With The Acquisition Of Bright.md Technology Platform! - Major Drivers

The Cigna Group surpassed Wall Street's revenue and earnings expectations, maintaining the momentum for a sustained year in 2023. The company's...

Baptista Research

The Cigna Group: How Innovation & Affordability Are Driving Impressive Growth! - Major Drivers

The Cigna Group exceeded analyst expectations in revenue and earnings, fueled by ongoing growth across its varied portfolio of companies. Cigna...

Baptista Research

The Cigna Group: Focus on Affordability and Pricing Drives Medical Cost Performance – Key Drivers

The last quarter was an all-around beat for Cigna with revenues and earnings well above Wall Street expectations. Evernorth, including pharmacy...

Baptista Research

Cigna Corporation: Proceed With Caution On This Health Services Giant – Key Drivers

Cigna Corporation delivered a mixed performance in the last quarter with below-par revenues but an earnings beat. Through a mix of dividends and...

Baptista Research

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