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

<ul>
<li>LGI Homes showcased a mixed financial performance in the first quarter of 2024, signaling both promising aspects and areas of concern that merit close investor attention.</li>
<li>The company reported a revenue of $390.9 million, driven primarily by the delivery of 1,083 homes at an average selling price (ASP) of approximately $360,897.</li>
<li>Despite a decline of 19.8% in revenue year-over-year, largely due to a decreased closing volume of 20.7%, LGI Homes managed to slightly offset this with a modest ASP increase of 1.2%.</li>
</ul>


LGI Homes showcased a mixed financial performance in the first quarter of 2024, signaling both promising aspects and areas of concern that merit close investor attention.
The company reported a revenue of $390.9 million, driven primarily by the delivery of 1,083 homes at an average selling price (ASP) of approximately $360,897.
Despite a decline of 19.8% in revenue year-over-year, largely due to a decreased closing volume of 20.7%, LGI Homes managed to slightly offset this with a modest ASP increase of 1.2%.


LGI Homes: Is Its Pricing Strategy To Offset Rising Costs Enough To Reduce Our Pessimism?

Lgi Homes Inc

LGI Homes: Is Its Pricing Strategy To Offset Rising Costs Enough To Reduce Our Pessimism?