Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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

CCC Intelligent Solutions Hold / Equity Bottom-Up

<ul><li>CCC Intelligent Solutions has delivered strong results for Q4 2023, with its total revenue reaching $229 million, representing a 12% year-over-year increase, exceeding the company's initial guidance range.</li><li>However, it is important to note that this strong performance can be attributed to a growing interest in advanced digital solutions across Property & Casualty (P&C) insurance, as well as the trust vested in CCC by its clients to deliver these innovations.</li><li>This demand, combined with an accelerating retirement rate of experienced workers in the sector, presents both opportunities and challenges for CCC. Retiring workers will most likely result in a smaller, less experienced workforce, which could put pressure on the company to bridge the skill gap.</li></ul>

CCC Intelligent Solutions has delivered strong results for Q4 2023, with its total revenue reaching $229 million, representing a 12% year-over-year increase, exceeding the company's initial guidance range.However, it is important to note that this strong performance can be attributed to a growing interest in advanced digital solutions across Property & Casualty (P&C) insurance, as well as the trust vested in CCC by its clients to deliver these innovations.This demand, combined with an accelerating retirement rate of experienced workers in the sector, presents both opportunities and challenges for CCC. Retiring workers will most likely result in a smaller, less experienced workforce, which could put pressure on the company to bridge the skill gap.

CCC Intelligent Solutions Holdings: Digitization Strategy & Improvements In Overall Business Model! - Major Drivers