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

Thermo Fisher Scientific Inc / Equity Bottom-Up

<ul><li>Thermo Fisher Scientific Inc. recently disclosed their financial results for the second quarter of 2024, which provide a mixed picture, illustrating both strengths and weaknesses in their performance.</li><li>Starting with the positives, Thermo Fisher experienced a solid revenue posting of $10.54 billion for the quarter, alongside an adjusted operating income of $2.35 billion.</li><li>The adjusted operating margin also saw a notable increase to 22.3%, reflecting a refined operational efficiency.</li></ul>

Thermo Fisher Scientific Inc. recently disclosed their financial results for the second quarter of 2024, which provide a mixed picture, illustrating both strengths and weaknesses in their performance.Starting with the positives, Thermo Fisher experienced a solid revenue posting of $10.54 billion for the quarter, alongside an adjusted operating income of $2.35 billion.The adjusted operating margin also saw a notable increase to 22.3%, reflecting a refined operational efficiency.

Thermo Fisher Scientific Inc.: What Is The Framework Behind Their Market Positioning and Competitive Differentiation? - Major Drivers

<ul><li>Thermo Fisher Scientific posted a strong start to the year, with the first-quarter revenue reaching $10.34 billion and an increase of 2% year-over-year in adjusted EPS, to $5.11 per share.</li><li>The robust financial performance was primarily driven by strong operational discipline, superior commercial execution, and its effective growth strategy.</li><li>The company managed to beat their expectations which is reflected in the raised guidance, setting the stage for strong performance in 2024.</li></ul>

Thermo Fisher Scientific posted a strong start to the year, with the first-quarter revenue reaching $10.34 billion and an increase of 2% year-over-year in adjusted EPS, to $5.11 per share.The robust financial performance was primarily driven by strong operational discipline, superior commercial execution, and its effective growth strategy.The company managed to beat their expectations which is reflected in the raised guidance, setting the stage for strong performance in 2024.

Thermo Fisher Scientific: What Is Their Long-Term Growth Strategy Towards Market Share Expansion? - Major Drivers

<ul><li>Thermo Fisher Scientific was able to engage in strong execution and display solid operational discipline in 2023.</li><li>For that year, the company reported a revenue of $42.9 billion, an adjusted operating income of $9.81 billion and adjusted earnings per share of $21.55.</li><li>Thermo Fisher Scientific attributes these achievements to its efforts of delivering differentiated short-term performance while also strengthening its long-term competitive position.</li></ul>

Thermo Fisher Scientific was able to engage in strong execution and display solid operational discipline in 2023.For that year, the company reported a revenue of $42.9 billion, an adjusted operating income of $9.81 billion and adjusted earnings per share of $21.55.Thermo Fisher Scientific attributes these achievements to its efforts of delivering differentiated short-term performance while also strengthening its long-term competitive position.

Thermo Fisher Scientific: 6 Major Factors Driving Its Growth In 2024! - Financial Forecasts

<ul><li>Thermo Fisher Scientific delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall Street.</li><li>The company has been enhancing its commercial intensity in the quarter to assist its customers through the environment and seize more opportunities.</li><li>During the quarter, Thermo Fisher delivered good core business growth driven by its transplant diagnostic, immunodiagnostics, and microbiology businesses.</li></ul>

Thermo Fisher Scientific delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall Street.The company has been enhancing its commercial intensity in the quarter to assist its customers through the environment and seize more opportunities.During the quarter, Thermo Fisher delivered good core business growth driven by its transplant diagnostic, immunodiagnostics, and microbiology businesses.

Thermo Fisher Scientific Inc.: Can The Acquisition of CorEvitas Be A Game Changer? – Key Drivers

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>With multiple mutations, Omicron may require modifications in the existing vaccines. With fast mover advantage and superior efficacy, <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a> seems to be a clear winner of the situation.</li>
<li>Moderna’s current expectation to deliver 2–3 billion doses in 2022 is likely to be revised upwards with the fast spread of Omicron vaccine and full approval of booster doses.</li>
<li>Moderna shares have reasonable valuation compared to its peers. Higher visibility into 2022 and beyond will lead to re-rating opportunity.</li>
</ul>


With multiple mutations, Omicron may require modifications in the existing vaccines. With fast mover advantage and superior efficacy, Moderna Inc (MRNA US) seems to be a clear winner of the situation.
Moderna’s current expectation to deliver 2–3 billion doses in 2022 is likely to be revised upwards with the fast spread of Omicron vaccine and full approval of booster doses.
Moderna shares have reasonable valuation compared to its peers. Higher visibility into 2022 and beyond will lead to re-rating opportunity.


Moderna (MRNA US): To Cash in on Omicron Fear

United States

Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals. The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.

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Thermo Fisher Scientific (TMO UN)

Thermo Fisher Scientific Inc.: What Is The Framework Behind Their Market Positioning and Competitive Differentiation? - Major Drivers

Thermo Fisher Scientific Inc. recently disclosed their financial results for the second quarter of 2024, which provide a mixed picture,...

Baptista Research

Thermo Fisher Scientific: 6 Major Factors Driving Its Growth In 2024! - Financial Forecasts

Thermo Fisher Scientific was able to engage in strong execution and display solid operational discipline in 2023. For that year, the company...

Baptista Research

Thermo Fisher Scientific Inc.: Can The Acquisition of CorEvitas Be A Game Changer? – Key Drivers

Thermo Fisher Scientific delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall...

Baptista Research

Moderna (MRNA US): To Cash in on Omicron Fear

Moderna is set to fly high on the continuous increasing demand for its Covid vaccine and rich pipeline beyond Covid. Emerging Omicron variant is...

Tina Banerjee

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Thermo Fisher Scientific Inc.: What Is The Framework Behind Their Market Positioning and Competitive Differentiation? - Major Drivers

Thermo Fisher Scientific Inc. recently disclosed their financial results for the second quarter of 2024, which provide a mixed picture,...

Baptista Research

Thermo Fisher Scientific: What Is Their Long-Term Growth Strategy Towards Market Share Expansion? - Major Drivers

Thermo Fisher Scientific posted a strong start to the year, with the first-quarter revenue reaching $10.34 billion and an increase of 2%...

Baptista Research

Thermo Fisher Scientific: 6 Major Factors Driving Its Growth In 2024! - Financial Forecasts

Thermo Fisher Scientific was able to engage in strong execution and display solid operational discipline in 2023. For that year, the company...

Baptista Research

Thermo Fisher Scientific Inc.: Can The Acquisition of CorEvitas Be A Game Changer? – Key Drivers

Thermo Fisher Scientific delivered a disappointing set of results as the company was unable to meet the revenue and earnings expectations of Wall...

Baptista Research

Moderna (MRNA US): To Cash in on Omicron Fear

Moderna is set to fly high on the continuous increasing demand for its Covid vaccine and rich pipeline beyond Covid. Emerging Omicron variant is...

Tina Banerjee