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 Capital Markets

Accenture Plc Cl A / Equity Capital Markets

<ul><li>Accenture continued its acquisition-led growth strategy in the last quarter and delivered another all-around beat, increasing operating margin while making significant investments in related businesses.</li><li>Engineering and industrial digitization are still in high demand and experienced strong double-digit growth in Q1.</li><li>Furthermore, they are assisting Celanese to undergo a digital transformation that will boost their manufacturing production resilience, productivity, and plant operations predictability.</li></ul>

Accenture continued its acquisition-led growth strategy in the last quarter and delivered another all-around beat, increasing operating margin while making significant investments in related businesses.Engineering and industrial digitization are still in high demand and experienced strong double-digit growth in Q1.Furthermore, they are assisting Celanese to undergo a digital transformation that will boost their manufacturing production resilience, productivity, and plant operations predictability.

Accenture plc: Acquisition of FiftyFive5 & Other Drivers

<ul><li>Accenture delivered a good performance in its last result surpassing Wall Street expectations in terms of revenues as well as earnings.</li><li>The company’s revenues grew in local currency which was driven by double-digit growth across all industries, services, and markets.</li><li>The cloud business of Accenture performed well, with Cloud First being one of the big drivers of growth.</li></ul>

Accenture delivered a good performance in its last result surpassing Wall Street expectations in terms of revenues as well as earnings.The company’s revenues grew in local currency which was driven by double-digit growth across all industries, services, and markets.The cloud business of Accenture performed well, with Cloud First being one of the big drivers of growth.

Accenture plc: Acquisition of MacGregor Partners & Other Drivers

Equity Bottom-Up

<ul><li>In its last result, Accenture delivered robust overall results, reflecting strong double-digit revenue growth across all areas of its business and ongoing operating margin expansion due to its ongoing large-scale investments in its company.</li><li>Accenture continued with its acquisition-led growth approach and agreed to acquire The Stable.</li><li>In a nutshell, Accenture is in a unique position to support both its clients' growth objectives and cost-saving initiatives.</li></ul>

In its last result, Accenture delivered robust overall results, reflecting strong double-digit revenue growth across all areas of its business and ongoing operating margin expansion due to its ongoing large-scale investments in its company.Accenture continued with its acquisition-led growth approach and agreed to acquire The Stable.In a nutshell, Accenture is in a unique position to support both its clients' growth objectives and cost-saving initiatives.

Accenture Plc: Continued Bolt-On Acquisitions Strategy & Other Drivers

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

<ul>
<li>EPAM is an IT Services firm that does high end software development for Fortune 2000 customers.</li>
<li>One of the great under the radar compounders of all time. Feb 2012 IPO-Feb 2022: ~27% revenue, earnings, FCF CAGR, 45% equity CAGR.</li>
<li>Core engineering talent historically in Ukraine, Belarus, and Russia, this is the overhang. We think great management team can navigate relocation and return to growth.</li>
</ul>


EPAM is an IT Services firm that does high end software development for Fortune 2000 customers.
One of the great under the radar compounders of all time. Feb 2012 IPO-Feb 2022: ~27% revenue, earnings, FCF CAGR, 45% equity CAGR.
Core engineering talent historically in Ukraine, Belarus, and Russia, this is the overhang. We think great management team can navigate relocation and return to growth.


<ul><li>Accenture has continued its trajectory of steady yet solid revenue growth with show double-digit revenue growth in all business areas in the recent result.</li><li>The company’s gradual growth over the years has demonstrated the market relevance of their offerings and capabilities in delivering value to their clients.</li><li>As a result of the pandemic, the company’s consulting, specifically digital transformation services have been in high demand.</li></ul>

Accenture has continued its trajectory of steady yet solid revenue growth with show double-digit revenue growth in all business areas in the recent result.The company’s gradual growth over the years has demonstrated the market relevance of their offerings and capabilities in delivering value to their clients.As a result of the pandemic, the company’s consulting, specifically digital transformation services have been in high demand.

Accenture plc.: Financial & Price Forecasts

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.

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Accenture Plc Cl A (ACN US)

Accenture plc: Acquisition of FiftyFive5 & Other Drivers

Accenture continued its acquisition-led growth strategy in the last quarter and delivered another all-around beat, increasing operating margin...

Baptista Research

Accenture plc: Acquisition of MacGregor Partners & Other Drivers

Accenture delivered a good performance in its last result surpassing Wall Street expectations in terms of revenues as well as earnings. The...

Baptista Research

Accenture Plc: Continued Bolt-On Acquisitions Strategy & Other Drivers

In its last result, Accenture delivered robust overall results, reflecting strong double-digit revenue growth across all areas of its business and...

Baptista Research

Long Idea: EPAM Systems

EPAM System is one of the great compounders of the past 10 years, with an exceptional management team that will successfully relocate engineering...

Aaron Gabin

Accenture plc.: Financial & Price Forecasts

Accenture has continued its trajectory of steady yet solid revenue growth with show double-digit revenue growth in all business areas in the...

Baptista Research

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