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

Baptista Research

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>IQVIA's recent financial performance and strategic direction provide a nuanced picture of its current position within the life sciences sector.</li><li>In the first quarter of 2025, IQVIA reported strong financial results, achieving revenue growth at the high end of its expectations despite facing a challenging environment in Research & Development Solutions (R&DS).</li><li>The company recorded total revenue of $3.829 billion, marking a 2.5% increase on a reported basis and a 3.5% rise at constant currency.</li></ul>

IQVIA's recent financial performance and strategic direction provide a nuanced picture of its current position within the life sciences sector.In the first quarter of 2025, IQVIA reported strong financial results, achieving revenue growth at the high end of its expectations despite facing a challenging environment in Research & Development Solutions (R&DS).The company recorded total revenue of $3.829 billion, marking a 2.5% increase on a reported basis and a 3.5% rise at constant currency.

IQVIA Holdings Looking To Unlock Healthcare Innovation with High-Margin

<ul><li>IQVIA Holdings Inc. has reported its fourth-quarter and full-year 2024 earnings, showcasing a mixed but overall resilient financial performance in a challenging landscape.</li><li>Despite facing hindrances such as the Inflation Reduction Act impacts, geopolitical unrest, high interest rates, and inflation, the company has displayed significant achievements and noticeable resilience.</li><li>On the positive side, IQVIA has recorded a full-year revenue growth of 5.5% at constant currency excluding COVID-related declines, with adjusted diluted earnings per share rising by over 9%.</li></ul>

IQVIA Holdings Inc. has reported its fourth-quarter and full-year 2024 earnings, showcasing a mixed but overall resilient financial performance in a challenging landscape.Despite facing hindrances such as the Inflation Reduction Act impacts, geopolitical unrest, high interest rates, and inflation, the company has displayed significant achievements and noticeable resilience.On the positive side, IQVIA has recorded a full-year revenue growth of 5.5% at constant currency excluding COVID-related declines, with adjusted diluted earnings per share rising by over 9%.

IQVIA Holdings: Mergers & Acquisitions Strategy Is a Significant Needle Mover!

<ul><li>IQVIA Holdings Inc. delivered a robust performance in their Third Quarter 2024 Earnings Call, reflecting both growth and the business environments they navigate.</li><li>The company reported revenue above their guidance range, indicating a 6.5% growth rate when adjusting for foreign exchange impacts and excluding COVID-related work.</li><li>Adjusted diluted EPS also saw a 14% increase.</li></ul>

IQVIA Holdings Inc. delivered a robust performance in their Third Quarter 2024 Earnings Call, reflecting both growth and the business environments they navigate.The company reported revenue above their guidance range, indicating a 6.5% growth rate when adjusting for foreign exchange impacts and excluding COVID-related work.Adjusted diluted EPS also saw a 14% increase.

IQVIA Holdings Inc.: Expansion of Strategic Partnerships s A Critical Growth Catalyst! - Major Drivers

<ul><li>IQVIA's business fundamentals remain strong, achieving a 5% revenue growth rate and 8.6% growth in adjusted diluted earnings per share in the second quarter of 2024.</li><li>The company's revenue and earnings growth were driven by robust performances across their business segments, such as Technology & Analytics Solutions (TAS) and the Clinical segment.</li><li>In the TAS segment, IQVIA reported growth of about 3% in the first quarter and 4% in the second quarter, excluding COVID-19 and foreign exchange impacts.</li></ul>

IQVIA's business fundamentals remain strong, achieving a 5% revenue growth rate and 8.6% growth in adjusted diluted earnings per share in the second quarter of 2024.The company's revenue and earnings growth were driven by robust performances across their business segments, such as Technology & Analytics Solutions (TAS) and the Clinical segment.In the TAS segment, IQVIA reported growth of about 3% in the first quarter and 4% in the second quarter, excluding COVID-19 and foreign exchange impacts.

IQVIA Holdings: Increased confidence in Technology & Analytical Services (TAS) & Other Major Drivers

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

<ul><li>Back in 2016, IMS Health and Quintiles went through a merger of equals to form “QuintilesIMS” which was later renamed to be “IQVIA” in 2017.</li><li>"I" and “Q” stand for IMS Health and Quintiles respectively and "VIA" means "by way of”.</li><li>Since IMS and Quintiles both used to be separate public companies, let me discuss these two businesses separately at first before getting into the details of their post-merger status.</li></ul>

Back in 2016, IMS Health and Quintiles went through a merger of equals to form “QuintilesIMS” which was later renamed to be “IQVIA” in 2017."I" and “Q” stand for IMS Health and Quintiles respectively and "VIA" means "by way of”.Since IMS and Quintiles both used to be separate public companies, let me discuss these two businesses separately at first before getting into the details of their post-merger status.

United States

IQVIA Holdings Inc. focuses on technology solutions and contract research services. The Company offers a broad range of solutions which includes clinical development strategies, therapeutic expertise, predictive and prescriptive analytics, and patient retention services. IQVIA Holdings serves consumer health, biopharma, and medical technology industries globally.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Iqvia Holdings (IQV US)

IQVIA Holdings Looking To Unlock Healthcare Innovation with High-Margin

IQVIA's recent financial performance and strategic direction provide a nuanced picture of its current position within the life sciences sector. In...

Baptista Research

IQVIA Holdings: Mergers & Acquisitions Strategy Is a Significant Needle Mover!

IQVIA Holdings Inc. has reported its fourth-quarter and full-year 2024 earnings, showcasing a mixed but overall resilient financial performance in...

Baptista Research

IQVIA Holdings Inc.: Expansion of Strategic Partnerships s A Critical Growth Catalyst! - Major Drivers

IQVIA Holdings Inc. delivered a robust performance in their Third Quarter 2024 Earnings Call, reflecting both growth and the business environments...

Baptista Research

IQVIA Holdings: Increased confidence in Technology & Analytical Services (TAS) & Other Major Drivers

IQVIA's business fundamentals remain strong, achieving a 5% revenue growth rate and 8.6% growth in adjusted diluted earnings per share in the...

Baptista Research

IQVIA Deep Dive

Back in 2016, IMS Health and Quintiles went through a merger of equals to form “QuintilesIMS” which was later renamed to be “IQVIA” in 2017.

MBI Deep Dives

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)