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>3M Company recently reported its third-quarter earnings, showcasing a strong performance amidst a generally soft macroeconomic environment.</li><li>The company achieved an organic sales growth of 3.2%, marking the fourth consecutive quarter of positive organic growth across its three business groups.</li><li>This growth was driven by the successful implementation of 3M's eXcellence operating model, which helped increase operating margins by 170 basis points.</li></ul>

3M Company recently reported its third-quarter earnings, showcasing a strong performance amidst a generally soft macroeconomic environment.The company achieved an organic sales growth of 3.2%, marking the fourth consecutive quarter of positive organic growth across its three business groups.This growth was driven by the successful implementation of 3M's eXcellence operating model, which helped increase operating margins by 170 basis points.

3M Company: How R&D-Driven Product Innovation & Economies of Scope Across Diverse End Markets Are Changing The Game!

<ul><li>3M is weighing a significant portfolio shake-up, with Bloomberg reporting that the industrials conglomerate is exploring the sale of billions of dollars in assets from its Safety & Industrial segment.</li><li>Working with Goldman Sachs, 3M is reviewing which lower-growth industrial units to potentially divest as it pivots toward leaner operations and higher-growth end markets.</li><li>The industrials business—responsible for $11 billion in 2024 revenue—houses units like aftermarket automotive, adhesives, tapes, and personal safety equipment.</li></ul>

3M is weighing a significant portfolio shake-up, with Bloomberg reporting that the industrials conglomerate is exploring the sale of billions of dollars in assets from its Safety & Industrial segment.Working with Goldman Sachs, 3M is reviewing which lower-growth industrial units to potentially divest as it pivots toward leaner operations and higher-growth end markets.The industrials business—responsible for $11 billion in 2024 revenue—houses units like aftermarket automotive, adhesives, tapes, and personal safety equipment.

3M's Big Breakup? Why The Conglomerate Might Sell Off Billions In Industrial Assets!

<ul><li>3M Company’s recent earnings presentation highlighted a mixed performance across different metrics, reflecting both strides in operational efficiency and challenges from macroeconomic factors.</li><li>With an adjusted earnings per share of $2.16, up 12% year-over-year and surpassing expectations, 3M reported a solid quarter.</li><li>Organic sales growth of 1.5% showed a third consecutive quarter of growth across all business groups, demonstrating some resilience despite external challenges.</li></ul>

3M Company’s recent earnings presentation highlighted a mixed performance across different metrics, reflecting both strides in operational efficiency and challenges from macroeconomic factors.With an adjusted earnings per share of $2.16, up 12% year-over-year and surpassing expectations, 3M reported a solid quarter.Organic sales growth of 1.5% showed a third consecutive quarter of growth across all business groups, demonstrating some resilience despite external challenges.

3M’s Power Moves Against Tariffs & FX Shocks: What Is Its Survival Strategy!

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.</li>
<li>In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
The index is reviewed quarterly. The next review will be in June 2024 and the evaluation date for the rankings for the constituent selection process is 6th June 2024.
In this insight, we take a look at the Potential ADDs and Potential DELs for the June 2024 index rebal event and the intra-review ADDs/DELETEs.


Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

<ul><li>3M Company reported its first-quarter 2025 results that marked a solid beginning to the year, though tempered by macroeconomic uncertainties.</li><li>The company achieved adjusted earnings per share (EPS) of $1.88, a 10% increase from the previous year and surpassing market expectations.</li><li>Organic sales growth was reported at 1.5% with positive contributions from all business groups, while the operating margins improved by 220 basis points year-over-year due to productivity enhancements and stringent cost controls.</li></ul>

3M Company reported its first-quarter 2025 results that marked a solid beginning to the year, though tempered by macroeconomic uncertainties.The company achieved adjusted earnings per share (EPS) of $1.88, a 10% increase from the previous year and surpassing market expectations.Organic sales growth was reported at 1.5% with positive contributions from all business groups, while the operating margins improved by 220 basis points year-over-year due to productivity enhancements and stringent cost controls.

3M Company: How Its Strength In Industrial Business & Operational Cadence Is Taking The Company Forward!

United States

3M Co. conducts operations in electronics, telecommunications, industrial, consumer and office, health care, safety, and other markets.  The Company's businesses share technologies, manufacturing operations, brands, marketing channels, and other resources.  3M serves customers in countries located around the world.

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3M Co (MMM US)

3M Company: How R&D-Driven Product Innovation & Economies of Scope Across Diverse End Markets Are Changing The Game!

3M Company recently reported its third-quarter earnings, showcasing a strong performance amidst a generally soft macroeconomic environment. The...

Baptista Research

3M's Big Breakup? Why The Conglomerate Might Sell Off Billions In Industrial Assets!

3M is weighing a significant portfolio shake-up, with Bloomberg reporting that the industrials conglomerate is exploring the sale of billions of...

Baptista Research

3M’s Power Moves Against Tariffs & FX Shocks: What Is Its Survival Strategy!

3M Company’s recent earnings presentation highlighted a mixed performance across different metrics, reflecting both strides in operational...

Baptista Research

Quiddity Leaderboard S&P 500 Jun 24 Rebal: Many Intra-Review Changes Possible Due to M&A, Spin-Offs

The SP500 will to see up to 4 intra-review changes before the June 2024 rebal. 3 near certain. The interesting ones? Two SP600 deletions due to...

Travis Lundy

3M Company: How Its Strength In Industrial Business & Operational Cadence Is Taking The Company Forward!

3M Company reported its first-quarter 2025 results that marked a solid beginning to the year, though tempered by macroeconomic uncertainties. The...

Baptista Research

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52-week Range

Market Cap (USDm)

P/E

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