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>Assurant, Inc. reported its financial results for the full year and fourth quarter of 2025, with notable growth across its core segments Global Lifestyle and Global Housing, and introduced a strategic move into the Home Warranty market.</li><li>For the full year 2025, the company delivered double-digit growth with adjusted EBITDA increasing by 11% (excluding catastrophes) and adjusted earnings per share (EPS) rising by 12% on the same basis.</li><li>Including catastrophe impacts, growth rates were higher at 16% and 19%, respectively, demonstrating business resilience.</li></ul>

Assurant, Inc. reported its financial results for the full year and fourth quarter of 2025, with notable growth across its core segments Global Lifestyle and Global Housing, and introduced a strategic move into the Home Warranty market.For the full year 2025, the company delivered double-digit growth with adjusted EBITDA increasing by 11% (excluding catastrophes) and adjusted earnings per share (EPS) rising by 12% on the same basis.Including catastrophe impacts, growth rates were higher at 16% and 19%, respectively, demonstrating business resilience.

Assurant: What’s Driving Its Global Lifestyle Surge And Why It Matters Now!

<ul><li>Assurant Inc. presented a strong set of results for the third quarter of 2025, showcasing double-digit earnings growth across both its Global Housing and Global Lifestyle segments.</li><li>The company's diversified portfolio and B2B2C business model were highlighted as key contributors to Assurant's performance, supporting robust cash generation and balanced capital allocation.</li><li>The management team expressed confidence in their operations, pointing to 13% adjusted EBITDA growth and 15% adjusted EPS growth, both figures excluding reportable catastrophes, for the first nine months of the year.</li></ul>

Assurant Inc. presented a strong set of results for the third quarter of 2025, showcasing double-digit earnings growth across both its Global Housing and Global Lifestyle segments.The company's diversified portfolio and B2B2C business model were highlighted as key contributors to Assurant's performance, supporting robust cash generation and balanced capital allocation.The management team expressed confidence in their operations, pointing to 13% adjusted EBITDA growth and 15% adjusted EPS growth, both figures excluding reportable catastrophes, for the first nine months of the year.

Assurant Inc. Is Building a Reverse-Logistics Powerhouse—How Big Can This AI-Driven Device Circularity Bet Get?

<ul><li>Assurant, Inc. is doubling down on its technology edge.</li><li>In October 2025, the specialty insurer announced the acquisition of OptoFidelity’s mobile device testing solutions portfolio — a strategic move that could significantly enhance its Connected Living business.</li><li>OptoFidelity, a Finland-based leader in optical metrology and automation systems, has deployed over 9,000 test systems globally for carriers and manufacturers since 2005.</li></ul>

Assurant, Inc. is doubling down on its technology edge.In October 2025, the specialty insurer announced the acquisition of OptoFidelity’s mobile device testing solutions portfolio — a strategic move that could significantly enhance its Connected Living business.OptoFidelity, a Finland-based leader in optical metrology and automation systems, has deployed over 9,000 test systems globally for carriers and manufacturers since 2005.

Assurant’s Boldest Tech Move Yet: Why The OptoFidelity Acquisition Could Be A Game-Changer!

<ul><li>Assurant delivered a strong performance in the second quarter of 2025, showing significant growth across various segments.</li><li>Excluding the effects of reported catastrophes, the company achieved double-digit growth in both adjusted EBITDA and earnings per share (EPS).</li><li>This growth was largely driven by robust performances in the Global Housing and Global Lifestyle sectors, which have continued to exceed expectations.</li></ul>

Assurant delivered a strong performance in the second quarter of 2025, showing significant growth across various segments.Excluding the effects of reported catastrophes, the company achieved double-digit growth in both adjusted EBITDA and earnings per share (EPS).This growth was largely driven by robust performances in the Global Housing and Global Lifestyle sectors, which have continued to exceed expectations.

Assurant Inc.: Connected Living Expansion

<ul><li>Assurant Inc. initiated 2025 with formidable growth across its core financial metrics, particularly in Global Housing and Global Lifestyle segments.</li><li>The company reported a 14% increase in adjusted EBITDA and a 16% rise in adjusted earnings per share, excluding catastrophes.</li><li>This performance underscores the robust capital position and diversified model of Assurant.</li></ul>

Assurant Inc. initiated 2025 with formidable growth across its core financial metrics, particularly in Global Housing and Global Lifestyle segments.The company reported a 14% increase in adjusted EBITDA and a 16% rise in adjusted earnings per share, excluding catastrophes.This performance underscores the robust capital position and diversified model of Assurant.

Assurant Inc.: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

United States

Assurant, Inc. provides specialized insurance and insurance-related products. The Company offers individual and small employer group health insurance, group dental insurance, pre-funded funeral insurance, group disability and life insurance, creditor-placed homeowners insurance, manufactured housing homeowners insurance, debt protection administration, credit insurance, and warranties.

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Assurant Inc (AIZ US)

Assurant: What’s Driving Its Global Lifestyle Surge And Why It Matters Now!

Assurant, Inc. reported its financial results for the full year and fourth quarter of 2025, with notable growth across its core segments Global...

Baptista Research

Assurant Inc. Is Building a Reverse-Logistics Powerhouse—How Big Can This AI-Driven Device Circularity Bet Get?

Assurant Inc. presented a strong set of results for the third quarter of 2025, showcasing double-digit earnings growth across both its Global...

Baptista Research

Assurant’s Boldest Tech Move Yet: Why The OptoFidelity Acquisition Could Be A Game-Changer!

Assurant, Inc. is doubling down on its technology edge. In October 2025, the specialty insurer announced the acquisition of OptoFidelity’s mobile...

Baptista Research

Assurant Inc.: Connected Living Expansion

Assurant delivered a strong performance in the second quarter of 2025, showing significant growth across various segments. Excluding the effects...

Baptista Research

Assurant Inc.: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!

Assurant Inc. initiated 2025 with formidable growth across its core financial metrics, particularly in Global Housing and Global Lifestyle...

Baptista Research

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