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>ADT's third-quarter 2025 financial performance indicates a steady trajectory with both positive and negative elements impacting its outlook.</li><li>The company's financial highlights reveal a 4% increase in total revenue to $1.3 billion and a 3% growth in adjusted EBITDA to $676 million.</li><li>Additionally, the adjusted earnings per diluted share rose by 15% year-over-year to $0.23, reflecting robust cash flow generation amounting to $709 million year-to-date.</li></ul>

ADT's third-quarter 2025 financial performance indicates a steady trajectory with both positive and negative elements impacting its outlook.The company's financial highlights reveal a 4% increase in total revenue to $1.3 billion and a 3% growth in adjusted EBITDA to $676 million.Additionally, the adjusted earnings per diluted share rose by 15% year-over-year to $0.23, reflecting robust cash flow generation amounting to $709 million year-to-date.

ADT Rises as a Smart-Security Juggernaut With Powerful Tech Upgrades & Market-Shifting Strategy!

<ul><li>ADT Inc. reported robust financial results for the second quarter of 2025, reflecting its strategic focus on sustainable growth and customer retention.</li><li>The company recorded a record recurring monthly revenue (RMR) of $363 million, marking a 2% increase year-over-year.</li><li>Total revenue grew 7% to $1.3 billion, driven by strong performance in monitoring and services revenue, which also saw a 2% rise.</li></ul>

ADT Inc. reported robust financial results for the second quarter of 2025, reflecting its strategic focus on sustainable growth and customer retention.The company recorded a record recurring monthly revenue (RMR) of $363 million, marking a 2% increase year-over-year.Total revenue grew 7% to $1.3 billion, driven by strong performance in monitoring and services revenue, which also saw a 2% rise.

ADT: Reinventing Home Security with Trusted Neighbor & Fingerprint Smart Locks!

<ul><li>ADT, a leader in providing security, automation, and smart home solutions, reported its first quarter 2025 financial results showcasing both strengths and areas of caution for potential investors.</li><li>The company's results were consistent with expectations, highlighting the resilience of ADT's business model amidst macroeconomic uncertainties.</li><li>On the positive side, ADT reported record recurring monthly revenue (RMR) of $360 million, up 2% year-over-year, driven by strong demand for its innovative offerings and excellent customer retention with gross attrition at 12.6%.</li></ul>

ADT, a leader in providing security, automation, and smart home solutions, reported its first quarter 2025 financial results showcasing both strengths and areas of caution for potential investors.The company's results were consistent with expectations, highlighting the resilience of ADT's business model amidst macroeconomic uncertainties.On the positive side, ADT reported record recurring monthly revenue (RMR) of $360 million, up 2% year-over-year, driven by strong demand for its innovative offerings and excellent customer retention with gross attrition at 12.6%.

ADT Inc.: Here Are The Top 7 Influences on Its Performance for 2025 & the Future!

<ul><li>ADT Inc. has reported strong financial performance for the fourth quarter and full year of 2024, showing growth in both their top and bottom lines aligned with corporate goals.</li><li>The company's total revenue for the year reached $4.9 billion, marking a 5% year-over-year increase.</li><li>In terms of profitability, ADT achieved an adjusted net income of $685 million, translating to $0.75 per diluted share, which represents a 25% increase.</li></ul>

ADT Inc. has reported strong financial performance for the fourth quarter and full year of 2024, showing growth in both their top and bottom lines aligned with corporate goals.The company's total revenue for the year reached $4.9 billion, marking a 5% year-over-year increase.In terms of profitability, ADT achieved an adjusted net income of $685 million, translating to $0.75 per diluted share, which represents a 25% increase.

ADT Inc.: Here Are The Hidden Growth Engines That Could Help Them Outperform In 2025!

<ul><li>ADT's third-quarter 2024 financial results reflect a balanced approach to growth and profitability, suggesting a company that remains committed to enhancing shareholder value while investing in strategic initiatives to stay competitive.</li><li>The company reported a 5% increase in total revenue and a 6% increase in adjusted EBITDA, indicating effective cost management and a focus on core operational efficiencies.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

ADT's third-quarter 2024 financial results reflect a balanced approach to growth and profitability, suggesting a company that remains committed to enhancing shareholder value while investing in strategic initiatives to stay competitive.The company reported a 5% increase in total revenue and a 6% increase in adjusted EBITDA, indicating effective cost management and a focus on core operational efficiencies.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

ADT Inc.: Leveraging Strategic Partnerships & Technological Integration But Will It Be A Game Changer? - Major Drivers

United States

ADT Inc. provides commercial security systems and services. The Company offers home and business automation solutions which includes temperature, burglary, flood, fire and smoke, and medical alert monitoring, as well as security cameras, remote access, and wireless home security systems. ADT serves customers in the United States.

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ADT (ADT US)

ADT Rises as a Smart-Security Juggernaut With Powerful Tech Upgrades & Market-Shifting Strategy!

ADT's third-quarter 2025 financial performance indicates a steady trajectory with both positive and negative elements impacting its outlook. The...

Baptista Research

ADT: Reinventing Home Security with Trusted Neighbor & Fingerprint Smart Locks!

ADT Inc. reported robust financial results for the second quarter of 2025, reflecting its strategic focus on sustainable growth and customer...

Baptista Research

ADT Inc.: Here Are The Top 7 Influences on Its Performance for 2025 & the Future!

ADT, a leader in providing security, automation, and smart home solutions, reported its first quarter 2025 financial results showcasing both...

Baptista Research

ADT Inc.: Here Are The Hidden Growth Engines That Could Help Them Outperform In 2025!

ADT Inc. has reported strong financial performance for the fourth quarter and full year of 2024, showing growth in both their top and bottom lines...

Baptista Research

ADT Inc.: Leveraging Strategic Partnerships & Technological Integration But Will It Be A Game Changer? - Major Drivers

ADT's third-quarter 2024 financial results reflect a balanced approach to growth and profitability, suggesting a company that remains committed to...

Baptista Research

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