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

<ul><li>Ansys witnessed a strong ACV growth in the recent quarterly result and its performance was good.</li><li>Ground and automotive transportation sectors, defense, aerospace, semiconductor, and high-tech are the largest contributors to the unexpected results of the company in this quarter.</li><li>With the product lines of Ansys Lumerical and AnsysPIoS, various organizations can rely on the company for an end-to-end solution.</li></ul>

Ansys witnessed a strong ACV growth in the recent quarterly result and its performance was good.Ground and automotive transportation sectors, defense, aerospace, semiconductor, and high-tech are the largest contributors to the unexpected results of the company in this quarter.With the product lines of Ansys Lumerical and AnsysPIoS, various organizations can rely on the company for an end-to-end solution.

Ansys Inc.: Network Effects & Sources Of Competitive Advantage

<ul><li>Engineering and software provider, Ansys delivered another decent result with a 21% increase in the top-line, driven by sturdy performance in the semiconductor and high tech verticals.</li><li>The company has seen a strong growth in revenues over the past five years with a consistently high operating margin, often above the 40% threshold.</li><li>With the recent partnership of Ansys with software startup company Oculli, the company's innovation effort is also in top gear.</li></ul>

Engineering and software provider, Ansys delivered another decent result with a 21% increase in the top-line, driven by sturdy performance in the semiconductor and high tech verticals.The company has seen a strong growth in revenues over the past five years with a consistently high operating margin, often above the 40% threshold.With the recent partnership of Ansys with software startup company Oculli, the company's innovation effort is also in top gear.

Cadence Design Sys / Equity Capital Markets

<ul><li>In the new metaverse era, there is a definite scope for software companies that have the ability to bridge the gap between the digital and the real world.</li><li>This presents an excellent macro-economic scenario for computer aided design and simulation companies like Ansys and Cadence.</li><li>It will be interesting to compare their financial metrics side by side in order to figure out the fundamentally stronger stock.</li></ul>

In the new metaverse era, there is a definite scope for software companies that have the ability to bridge the gap between the digital and the real world.This presents an excellent macro-economic scenario for computer aided design and simulation companies like Ansys and Cadence.It will be interesting to compare their financial metrics side by side in order to figure out the fundamentally stronger stock.

Ansys vs. Cadence Design: Which Design Software Player Is A More Robust Investment? (12/2021)

<ul><li>Engineering software provider, Ansys delivered a decent result with a 21% increase in the top-line driven by a strong performance in the high tech and semiconductor verticals.</li><li>The company also saw its deferred revenues and backlog grow 2.2% to $899.5 million rendering a foreseeability to its future.</li><li>Apart from technology and semiconductors, the other sectors that are majorly driving this software provider are aerospace, defence, and automotives.</li></ul>

Engineering software provider, Ansys delivered a decent result with a 21% increase in the top-line driven by a strong performance in the high tech and semiconductor verticals.The company also saw its deferred revenues and backlog grow 2.2% to $899.5 million rendering a foreseeability to its future.Apart from technology and semiconductors, the other sectors that are majorly driving this software provider are aerospace, defence, and automotives.

<ul><li>Ansys has reached the target price from our last report as the company was comfortably able to beat its financial guidance across all its key metrics in the recent Q2 result.</li><li>Its total revenue for Q2 rose by nearly 16% in constant currency and a major green flag was the ACV (Average Contract Value) of $430.5 million increased year-over-year by a staggering 25% (and 23% in constant currency).</li><li>Given their strong result, we are optimistic about Ansys and and give it a ‘Hold’ rating with a revised target price.</li></ul>

Ansys has reached the target price from our last report as the company was comfortably able to beat its financial guidance across all its key metrics in the recent Q2 result.Its total revenue for Q2 rose by nearly 16% in constant currency and a major green flag was the ACV (Average Contract Value) of $430.5 million increased year-over-year by a staggering 25% (and 23% in constant currency).Given their strong result, we are optimistic about Ansys and and give it a ‘Hold’ rating with a revised target price.

United States

ANSYS, Inc. develops, markets, and supports software solutions for design analysis and optimization.  The Company's software accelerates product time to market, reduces production costs, improves engineering processes, and optimizes product quality and safety for a variety of manufactured products.  ANSYS's product family features open, flexible architecture for easy integration.

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Ansys Inc (ANSS US)

Ansys Inc.: Network Effects & Sources Of Competitive Advantage

Ansys witnessed a strong ACV growth in the recent quarterly result and its performance was good. Ground and automotive transportation sectors,...

Baptista Research

ANSYS Inc.: Financial & Price Forecasts

Engineering and software provider, Ansys delivered another decent result with a 21% increase in the top-line, driven by sturdy performance in the...

Baptista Research

Ansys vs. Cadence Design: Which Design Software Player Is A More Robust Investment? (12/2021)

In the new metaverse era, there is a definite scope for software companies that have the ability to bridge the gap between the digital and the...

Baptista Research

Ansys Inc. - Investment Thesis

Engineering software provider, Ansys delivered a decent result with a 21% increase in the top-line driven by a strong performance in the high tech...

Baptista Research

Ansys Inc. - Investment Thesis

Ansys has reached the target price from our last report as the company was comfortably able to beat its financial guidance across all its key...

Baptista Research

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