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>Tri Pointe Homes reported a robust first quarter for 2024, presenting compelling financial results that surpassed the upper limits of its own forecast in several key operational measures.</li><li>During this period, the company achieved home sales revenue of $918 million, marking a 20% increase from the prior year, with an average selling price (ASP) of $659,000 per home and a total of 1,393 homes delivered.</li><li>This result was bolstered by home sales gross margins arriving at 23%, lining up with the higher expectations set by the company due to reduced incentives.</li></ul>

Tri Pointe Homes reported a robust first quarter for 2024, presenting compelling financial results that surpassed the upper limits of its own forecast in several key operational measures.During this period, the company achieved home sales revenue of $918 million, marking a 20% increase from the prior year, with an average selling price (ASP) of $659,000 per home and a total of 1,393 homes delivered.This result was bolstered by home sales gross margins arriving at 23%, lining up with the higher expectations set by the company due to reduced incentives.

Tri Pointe Homes Inc.: Initiation of Coverage - What Is The Expected Impact Of The Optimization of Sales Strategies and Pricing Power? - Major Drivers

Tri Pointe Group

Tri Pointe Homes Inc.: Initiation of Coverage - What Is The Expected Impact Of The Optimization of Sales Strategies and Pricing Power? - Major Drivers