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>Accenture's Q2 financials reflect its ability to prosper amidst economic uncertainties due to the deep trust its clients place in it, its aptitude in handling complex core work and its strategic global positioning.</li><li>The firm's Q2 earnings indicate a persistence of momentum.</li><li>They executed a significantly large number of sizable deals which elevated their positioning to capture more growth in the future, as spending continues to rise.</li></ul>

Accenture's Q2 financials reflect its ability to prosper amidst economic uncertainties due to the deep trust its clients place in it, its aptitude in handling complex core work and its strategic global positioning.The firm's Q2 earnings indicate a persistence of momentum.They executed a significantly large number of sizable deals which elevated their positioning to capture more growth in the future, as spending continues to rise.

Accenture plc: Focused M&A & GenAI Momentum Propelling Their Growth! - Major Drivers

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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<ul><li>Accenture’s Q2FY24 results stood below street expectations on all financial and operational fronts.</li><li>Revenue for the quarter stood at $15.8 Bn, flat in local currency YoY and a decline of 0.1% in US$ terms.</li><li>It registered GAAP EPS of $2.63 for the quarter while adjusted EPS stood at $2.77, reporting 10% YoY growth.</li><li>The company’s new bookings stood at $21.6 Bn, which was its second-highest ever. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Accenture’s Q2FY24 results stood below street expectations on all financial and operational fronts.Revenue for the quarter stood at $15.8 Bn, flat in local currency YoY and a decline of 0.1% in US$ terms.It registered GAAP EPS of $2.63 for the quarter while adjusted EPS stood at $2.77, reporting 10% YoY growth.The company’s new bookings stood at $21.6 Bn, which was its second-highest ever. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Accenture - Uncertainty Persists; Long-Term Demand Continues Strong

<ul><li>Accenture plc managed to exceed analyst expectations in terms of revenue as well as earnings, with bookings reaching $18.4 billion, reflecting a 12% growth in local currency.</li><li>Despite challenges in discretionary spending and slower decision-making, Accenture's Q1 revenues stood at $16.2 billion, marking a 1% growth in local currency and a continuation of market share expansion.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Accenture plc managed to exceed analyst expectations in terms of revenue as well as earnings, with bookings reaching $18.4 billion, reflecting a 12% growth in local currency.Despite challenges in discretionary spending and slower decision-making, Accenture's Q1 revenues stood at $16.2 billion, marking a 1% growth in local currency and a continuation of market share expansion.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Accenture plc: Can Its Acquisitions Help In Transforming Global Market Dynamics? - Major Drivers

<ul><li>Accenture plc delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but above-par earnings.</li><li>Accenture now boasts a roster of 300 Diamond clients, underscoring its extensive capabilities and the trust these clients place in its services.</li><li>The company is poised to leverage opportunities in cloud migration, modern ERP, data and AI, and the emerging Gen AI space.</li></ul>

Accenture plc delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but above-par earnings.Accenture now boasts a roster of 300 Diamond clients, underscoring its extensive capabilities and the trust these clients place in its services.The company is poised to leverage opportunities in cloud migration, modern ERP, data and AI, and the emerging Gen AI space.

Accenture plc: Can The Latest Investments In AI

<ul><li>Accenture reported strong Q4FY23 results, below street expectations on all financial and operational terms. Revenue for the quarter stood at $15.98 Bn, registering a growth of 3.6% YoY.</li><li>It registered GAAP EPS of $2.15 for the quarter while adjusted EPS stood at $2.71 reporting 9% YoY growth.</li><li>The company bagged new bookings at the $16.6 Bn, up 1% YoY. Managed Services book/bill was at 1.05x. Q4FY23 bookings are lower than the typical seasonal strength in Q4. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Accenture reported strong Q4FY23 results, below street expectations on all financial and operational terms. Revenue for the quarter stood at $15.98 Bn, registering a growth of 3.6% YoY.It registered GAAP EPS of $2.15 for the quarter while adjusted EPS stood at $2.71 reporting 9% YoY growth.The company bagged new bookings at the $16.6 Bn, up 1% YoY. Managed Services book/bill was at 1.05x. Q4FY23 bookings are lower than the typical seasonal strength in Q4. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Accenture - Skeptical Outlook For FY24; FY 25 May See a Strong Recovery

Ireland

Accenture PLC provides management and technology consulting services and solutions.  The Company delivers a range of specialized capabilities and solutions to clients across all industries on a worldwide basis.  Accenture's network of businesses provides consulting, technology, outsourcing, and alliances.

Accenture Plc Cl A (ACN US)

Accenture plc: Focused M&A & GenAI Momentum Propelling Their Growth! - Major Drivers

Accenture's Q2 financials reflect its ability to prosper amidst economic uncertainties due to the deep trust its clients place in it, its aptitude...

Baptista Research

Accenture - Uncertainty Persists; Long-Term Demand Continues Strong

Accenture’s Q2FY24 results stood below street expectations on all financial and operational fronts. Revenue for the quarter stood at $15.8 Bn, flat...

Axis Direct

Accenture plc: Can Its Acquisitions Help In Transforming Global Market Dynamics? - Major Drivers

Accenture plc managed to exceed analyst expectations in terms of revenue as well as earnings, with bookings reaching $18.4 billion, reflecting a...

Baptista Research

Accenture plc: Can The Latest Investments In AI

Accenture plc delivered a mixed set of results in its most recent results, with revenues falling short of Wall Street expectations but above-par...

Baptista Research

Accenture - Skeptical Outlook For FY24; FY 25 May See a Strong Recovery

Accenture reported strong Q4FY23 results, below street expectations on all financial and operational terms. Revenue for the quarter stood at $15.98...

Axis Direct