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>Vail Resorts reported its financial performance for the first quarter of fiscal 2025, indicating some mixed results in business performance across its various locations.</li><li>The company's Resort Reported EBITDA remained relatively flat compared to the previous year, supported by growth in North American summer business, yet it was negatively impacted by significant challenges in its Australian operations.</li><li>The Australian resorts faced record-low snowfall conditions, which, combined with cost inflation and various one-time expenses, led to a significant $9 million decline in Resort Reported EBITDA.</li></ul>

Vail Resorts reported its financial performance for the first quarter of fiscal 2025, indicating some mixed results in business performance across its various locations.The company's Resort Reported EBITDA remained relatively flat compared to the previous year, supported by growth in North American summer business, yet it was negatively impacted by significant challenges in its Australian operations.The Australian resorts faced record-low snowfall conditions, which, combined with cost inflation and various one-time expenses, led to a significant $9 million decline in Resort Reported EBITDA.

Vail Resorts Inc.: These Are The 5 Biggest Challenges It Faces In 2025 & Beyond! - Major Drivers

<ul><li>Vail Resorts Inc. released its fiscal 2024 year-end financial results, presenting a mixed picture of strengths and challenges.</li><li>The company's performance was shaped by several macro factors and internal strategic initiatives that potential investors should closely consider.</li><li>Positives from the results include the company's stability and resilience, primarily driven by its advance commitment strategy, which continues to perform robustly despite adverse external conditions.</li></ul>

Vail Resorts Inc. released its fiscal 2024 year-end financial results, presenting a mixed picture of strengths and challenges.The company's performance was shaped by several macro factors and internal strategic initiatives that potential investors should closely consider.Positives from the results include the company's stability and resilience, primarily driven by its advance commitment strategy, which continues to perform robustly despite adverse external conditions.

Vail Resorts Inc: The Tale Of The Transformation Occurring Through  Operational Efficiency! - Major Drivers

<ul><li>Vail Resorts recently presented its fiscal third quarter 2024 results, marked by mixed financial performance amid challenging weather conditions across its North American resorts during the majority of the 2023-2024 ski season.</li><li>Despite these challenges, the company achieved growth in net revenue and reported EBITDA to record levels for the quarter, as it continued to benefit from its advanced commitment products, operational effectiveness, and increased ancillary spending per visitor in its ski schools, dining, and rental services.</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>

Vail Resorts recently presented its fiscal third quarter 2024 results, marked by mixed financial performance amid challenging weather conditions across its North American resorts during the majority of the 2023-2024 ski season.Despite these challenges, the company achieved growth in net revenue and reported EBITDA to record levels for the quarter, as it continued to benefit from its advanced commitment products, operational effectiveness, and increased ancillary spending per visitor in its ski schools, dining, and rental services.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.

Vail Resorts Inc.: Diversified Geographic Footprint Expansion & Other Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Vail Resorts has underperformed benchmarks in the past but is now poised for a turnaround</li><li>The company has expanded its portfolio to 41 strategically located destinations and increased EBITDA and revenue by over 50% since 2018</li><li>Despite increased leverage from acquisitions, the management team has effectively managed disruptions to the business and presents an attractive investment opportunity with potential for growth</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>

Vail Resorts has underperformed benchmarks in the past but is now poised for a turnaroundThe company has expanded its portfolio to 41 strategically located destinations and increased EBITDA and revenue by over 50% since 2018Despite increased leverage from acquisitions, the management team has effectively managed disruptions to the business and presents an attractive investment opportunity with potential for growthThis 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.

Vail Resorts Inc (MTN) - Tuesday, Feb 13, 2024

<ul><li>This is our first report on Vail Resorts.</li><li>The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a business model demonstrating resilience despite unfavorable conditions across its North American resorts.</li><li>There was approximately 42% lower snowfall across their Western North American resorts compared to the same period in the previous year.</li></ul>

This is our first report on Vail Resorts.The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a business model demonstrating resilience despite unfavorable conditions across its North American resorts.There was approximately 42% lower snowfall across their Western North American resorts compared to the same period in the previous year.

Vail Resorts: Initiation Of Coverage - Its Dynamic Pricing Strategy & High Customer Loyalty Are Potential Game Changers! - Major Drivers

United States

Vail Resorts, Inc. operates resorts in Colorado.  The Company's resorts include Vail Mountain, a ski mountain complex, and Beaver Creek Resort, a family oriented mountain resort.  Vail Resorts also operates Breckenridge Mountain, a destination resort with apres-ski activities, and Keystone Resort, a year-round family vacation destination.

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Vail Resorts (MTN US)

Vail Resorts Inc.: These Are The 5 Biggest Challenges It Faces In 2025 & Beyond! - Major Drivers

Vail Resorts reported its financial performance for the first quarter of fiscal 2025, indicating some mixed results in business performance across...

Baptista Research

Vail Resorts Inc: The Tale Of The Transformation Occurring Through Operational Efficiency! - Major Drivers

Vail Resorts Inc. released its fiscal 2024 year-end financial results, presenting a mixed picture of strengths and challenges. The company's...

Baptista Research

Vail Resorts Inc.: Diversified Geographic Footprint Expansion & Other Major Drivers

Vail Resorts recently presented its fiscal third quarter 2024 results, marked by mixed financial performance amid challenging weather conditions...

Baptista Research

Vail Resorts Inc (MTN) - Tuesday, Feb 13, 2024

The company has expanded its portfolio to 41 strategically located destinations and increased EBITDA and revenue by over 50% since 2018

Value Investors Club

Vail Resorts: Initiation Of Coverage - Its Dynamic Pricing Strategy & High Customer Loyalty Are Potential Game Changers! - Major Drivers

This is our first report on Vail Resorts. The company' fiscal 2024 second quarter results, presented during their recent earnings call, reflect a...

Baptista Research

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