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>Cardinal Health, Inc. (CAH) has shown a robust start to its fiscal year 2026, reflected in a solid financial performance for its first quarter.</li><li>The company reported a 22% revenue increase to $64 billion, primarily fueled by strong demand in its Pharmaceutical and Specialty Solutions segment.</li><li>This segment has seen a 23% revenue boost driven by brand and specialty pharmaceutical sales, as well as a 26% increase in segment profit.</li></ul>

Cardinal Health, Inc. (CAH) has shown a robust start to its fiscal year 2026, reflected in a solid financial performance for its first quarter.The company reported a 22% revenue increase to $64 billion, primarily fueled by strong demand in its Pharmaceutical and Specialty Solutions segment.This segment has seen a 23% revenue boost driven by brand and specialty pharmaceutical sales, as well as a 26% increase in segment profit.

Cardinal Health Is Investing Big in Nuclear & Theranostics — The Future of Precision Health!

<ul><li>Cardinal Health Inc. delivered robust financial results for the fourth quarter of fiscal year 2025, reflecting strong growth across its operating segments and strategic acquisitions that expanded its capabilities in specialty solutions.</li><li>Overall, the company reported a 19% increase in operating earnings for the quarter and a 15% increase for the full fiscal year, demonstrating effective execution against strategic priorities.</li><li>Positively, Cardinal Health’s Pharmaceutical and Specialty Solutions segment, the company's largest, showcased robust demand, contributing significantly to the financial results.</li></ul>

Cardinal Health Inc. delivered robust financial results for the fourth quarter of fiscal year 2025, reflecting strong growth across its operating segments and strategic acquisitions that expanded its capabilities in specialty solutions.Overall, the company reported a 19% increase in operating earnings for the quarter and a 15% increase for the full fiscal year, demonstrating effective execution against strategic priorities.Positively, Cardinal Health’s Pharmaceutical and Specialty Solutions segment, the company's largest, showcased robust demand, contributing significantly to the financial results.

Cardinal Health Doubles Down on At-Home Solutions – Inside Its $ Billion Bet on Healthcare’s Future!

<ul><li>Cardinal Health, Incorporated reported robust third-quarter fiscal year 2025 results, demonstrating resilience and growth across its business segments.</li><li>The company's performance was particularly driven by strong utilization trends and execution in its Pharmaceutical and Specialty Solutions segment, as well as growth from three other businesses grouped under "Other." The positive financial outcomes led Cardinal Health to raise its fiscal year 2025 EPS guidance.</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>

Cardinal Health, Incorporated reported robust third-quarter fiscal year 2025 results, demonstrating resilience and growth across its business segments.The company's performance was particularly driven by strong utilization trends and execution in its Pharmaceutical and Specialty Solutions segment, as well as growth from three other businesses grouped under "Other." The positive financial outcomes led Cardinal Health to raise its fiscal year 2025 EPS guidance.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.

Cardinal Health: Specialty Networks & MSO Additions Could Be A Key Needle Mover For Stock!

<ul><li>Cardinal Health, Inc.'s recent financial results offer a multifaceted view of the company's current position and future potential in the healthcare industry.</li><li>The company showcased strong performance in certain areas while facing challenges in others, leading to a complex investment outlook.</li><li>A significant highlight from the results was the robust performance of the Pharmaceutical and Specialty Solutions segment.</li></ul>

Cardinal Health, Inc.'s recent financial results offer a multifaceted view of the company's current position and future potential in the healthcare industry.The company showcased strong performance in certain areas while facing challenges in others, leading to a complex investment outlook.A significant highlight from the results was the robust performance of the Pharmaceutical and Specialty Solutions segment.

Cardinal Health: Expanding Specialty Services To Change The Game! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Cardinal Health is a wholesale drug and medical supplies distributor competing in the industry</li><li>The company is focusing on transitioning to higher-margin services for growth and profitability</li><li>Strong performance under CEO Jason Hollar with double-digit EPS growth, share repurchases, and three-year growth targets, despite challenges like generic price fluctuations</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Cardinal Health is a wholesale drug and medical supplies distributor competing in the industryThe company is focusing on transitioning to higher-margin services for growth and profitabilityStrong performance under CEO Jason Hollar with double-digit EPS growth, share repurchases, and three-year growth targets, despite challenges like generic price fluctuationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Cardinal Health Inc (CAH) - Monday, Oct 14, 2024

United States

Cardinal Health, Inc. provides complementary products and services to healthcare providers and manufacturers.  The Company's services include pharmaceutical distribution, health-care product manufacturing, distribution and consulting services, drug delivery systems development, pharmaceutical packaging, automated dispensing systems manufacturing, and retail pharmacy franchising.

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Cardinal Health (CAH US)

Cardinal Health Is Investing Big in Nuclear & Theranostics — The Future of Precision Health!

Cardinal Health, Inc. (CAH) has shown a robust start to its fiscal year 2026, reflected in a solid financial performance for its first...

Baptista Research

Cardinal Health Doubles Down on At-Home Solutions – Inside Its $ Billion Bet on Healthcare’s Future!

Cardinal Health Inc. delivered robust financial results for the fourth quarter of fiscal year 2025, reflecting strong growth across its operating...

Baptista Research

Cardinal Health: Specialty Networks & MSO Additions Could Be A Key Needle Mover For Stock!

Cardinal Health, Incorporated reported robust third-quarter fiscal year 2025 results, demonstrating resilience and growth across its business...

Baptista Research

Cardinal Health: Expanding Specialty Services To Change The Game! - Major Drivers

Cardinal Health, Inc.'s recent financial results offer a multifaceted view of the company's current position and future potential in the...

Baptista Research

Cardinal Health Inc (CAH) - Monday, Oct 14, 2024

Strong performance under CEO Jason Hollar with double-digit EPS growth, share repurchases, and three-year growth targets, despite challenges like...

Value Investors Club (VIC)

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