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>Paylocity Holding Corporation posted impressive Q2 of fiscal ’24 earnings with a growth of 20% in total revenue, underpinned by positive customer peception of its new solutions such as Advanced Scheduling, Learning Management, Rewards and Recognition, and Employee Voice.</li><li>The 21st consecutive quarter for Paylocity to be recognized as a leading HCM provider by G2’s Winter 2023 Grid Reports, alongside its stake strengthening in the sector with the acquisition of Trace, puts the company in a strong position going forward.</li><li>Despite the resounding positives, it is critical to note that the company saw moderations in employment levels which presented hurdles to the results and impacted the fiscal ’24 guidance.</li></ul>

Paylocity Holding Corporation posted impressive Q2 of fiscal ’24 earnings with a growth of 20% in total revenue, underpinned by positive customer peception of its new solutions such as Advanced Scheduling, Learning Management, Rewards and Recognition, and Employee Voice.The 21st consecutive quarter for Paylocity to be recognized as a leading HCM provider by G2’s Winter 2023 Grid Reports, alongside its stake strengthening in the sector with the acquisition of Trace, puts the company in a strong position going forward.Despite the resounding positives, it is critical to note that the company saw moderations in employment levels which presented hurdles to the results and impacted the fiscal ’24 guidance.

Paylocity Holding Corporation: These 4 Pivotal Factors Are Influencing Its Future Performance! - Major Drivers