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>Workday, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, attaining an 18% surge in subscription revenue, a notable 22% growth in the 12-month backlog, and a commendable non-GAAP operating margin of 25%.</li><li>The company's business momentum was evident at the Workday Rising event in September, where groundbreaking AI innovations were introduced, accompanied by significant product and partnership revelations.</li><li>With a significant 28,000 in-person and online attendees, the event underscored the substantial impact Workday is making in the industry.</li></ul>

Workday, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, attaining an 18% surge in subscription revenue, a notable 22% growth in the 12-month backlog, and a commendable non-GAAP operating margin of 25%.The company's business momentum was evident at the Workday Rising event in September, where groundbreaking AI innovations were introduced, accompanied by significant product and partnership revelations.With a significant 28,000 in-person and online attendees, the event underscored the substantial impact Workday is making in the industry.

Workday Inc.: Helping Organizations Move to a Skills-Based Approach With Accenture! - Major Drivers

Workday Inc Class A

Workday Inc.: Helping Organizations Move to a Skills-Based Approach With Accenture! - Major Drivers