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>ASGN Incorporated's first quarter 2025 financial results reflect a period of stabilization amid persistent macroeconomic uncertainties.</li><li>The company reported revenues of $968.3 million, marking a 7.7% decline year over-year, yet aligning with guidance expectations.</li><li>Adjusted EBITDA was $93.6 million with a margin of 9.7%, highlighting management's ability to maintain financial discipline under challenging circumstances.</li></ul>

ASGN Incorporated's first quarter 2025 financial results reflect a period of stabilization amid persistent macroeconomic uncertainties.The company reported revenues of $968.3 million, marking a 7.7% decline year over-year, yet aligning with guidance expectations.Adjusted EBITDA was $93.6 million with a margin of 9.7%, highlighting management's ability to maintain financial discipline under challenging circumstances.

ASGN Incorporated: Upping Its Game With Bold Acquisitions & Tech-Driven Expansion!

<ul><li>ASGN Incorporated's latest earnings report reveals a complex picture of the company’s performance and strategic initiatives for the fourth quarter and full year of 2024.</li><li>On the positive side, ASGN has shown a robust commitment to advancing its business towards higher-end IT consulting solutions, with IT consulting revenues now forming a notable portion of total revenues, increasing from 53% to 58% year-over-year.</li><li>This growth highlights the strategic shift toward a more specialized, high-margin service offering, particularly in areas like AI, cybersecurity, and data infrastructure.</li></ul>

ASGN Incorporated's latest earnings report reveals a complex picture of the company’s performance and strategic initiatives for the fourth quarter and full year of 2024.On the positive side, ASGN has shown a robust commitment to advancing its business towards higher-end IT consulting solutions, with IT consulting revenues now forming a notable portion of total revenues, increasing from 53% to 58% year-over-year.This growth highlights the strategic shift toward a more specialized, high-margin service offering, particularly in areas like AI, cybersecurity, and data infrastructure.

ASGN Inc.: Will The Strategic Acquisition Of TopBloc Be A Game Changer?

<ul><li>ASGN Incorporated reported its financial results for the third quarter of 2024, highlighting stable demand for its services with total revenues reaching $1.031 billion, aligning with the guidance provided earlier.</li><li>The company experienced an adjusted EBITDA margin of 11.3%, maintaining its transition toward high-value consulting services, particularly IT consulting, which constitutes almost 60% of ASGN's overall revenue.</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>

ASGN Incorporated reported its financial results for the third quarter of 2024, highlighting stable demand for its services with total revenues reaching $1.031 billion, aligning with the guidance provided earlier.The company experienced an adjusted EBITDA margin of 11.3%, maintaining its transition toward high-value consulting services, particularly IT consulting, which constitutes almost 60% of ASGN's overall revenue.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.

ASGN Incorporated: AI & Digital Transformation Propelling Our ‘Outperform’ Outlook! - Major Drivers

<ul><li>ASGN Incorporated has released its earnings for the second quarter of 2024, revealing a mixture of steady performance amid challenging macroeconomic conditions.</li><li>The company reported revenues of $1.035 billion, aligned with the management's guidance and demonstrating a cautious but steady demand environment similar to the previous quarter.</li><li>The adjusted EBITDA was $117.1 million, translating to a margin of 11.3%, which is at the higher end of expectations.</li></ul>

ASGN Incorporated has released its earnings for the second quarter of 2024, revealing a mixture of steady performance amid challenging macroeconomic conditions.The company reported revenues of $1.035 billion, aligned with the management's guidance and demonstrating a cautious but steady demand environment similar to the previous quarter.The adjusted EBITDA was $117.1 million, translating to a margin of 11.3%, which is at the higher end of expectations.

ASGN Incorporated: Expansion Into IT Sector Consulting & Other Major Drivers

<ul><li>ASGN Inc. delivered a robust set of results for the first quarter of 2024, demonstrating solid growth in certain areas despite challenges in others.</li><li>With revenue of $1.05 billion and an adjusted EBITDA of $10.3 million, both metrics approached the upper end of the company's guidance, underscoring management's effective operational execution and strategic foresight.</li><li>The company's diverse portfolio, balancing commercial and government segments, has provided a buffer against the cyclical nature of IT spending, particularly amid ongoing economic uncertainties.</li></ul>

ASGN Inc. delivered a robust set of results for the first quarter of 2024, demonstrating solid growth in certain areas despite challenges in others.With revenue of $1.05 billion and an adjusted EBITDA of $10.3 million, both metrics approached the upper end of the company's guidance, underscoring management's effective operational execution and strategic foresight.The company's diverse portfolio, balancing commercial and government segments, has provided a buffer against the cyclical nature of IT spending, particularly amid ongoing economic uncertainties.

ASGN Incorporated: AI and Cloud Data Structuring Project Demand Fueling Its Growth! - Major Drivers

United States

ASGN Incorporated provides talent management and consultancy solutions. The Company offers IT and professional services in the digital, healthcare technology, engineering, life sciences, and government sectors. ASGN serves customers in the United States.

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On Assignment (ASGN US)

ASGN Incorporated: Upping Its Game With Bold Acquisitions & Tech-Driven Expansion!

ASGN Incorporated's first quarter 2025 financial results reflect a period of stabilization amid persistent macroeconomic uncertainties. The...

Baptista Research

ASGN Inc.: Will The Strategic Acquisition Of TopBloc Be A Game Changer?

ASGN Incorporated's latest earnings report reveals a complex picture of the company’s performance and strategic initiatives for the fourth quarter...

Baptista Research

ASGN Incorporated: AI & Digital Transformation Propelling Our ‘Outperform’ Outlook! - Major Drivers

ASGN Incorporated reported its financial results for the third quarter of 2024, highlighting stable demand for its services with total revenues...

Baptista Research

ASGN Incorporated: Expansion Into IT Sector Consulting & Other Major Drivers

ASGN Incorporated has released its earnings for the second quarter of 2024, revealing a mixture of steady performance amid challenging...

Baptista Research

ASGN Incorporated: AI and Cloud Data Structuring Project Demand Fueling Its Growth! - Major Drivers

ASGN Inc. delivered a robust set of results for the first quarter of 2024, demonstrating solid growth in certain areas despite challenges in...

Baptista Research

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