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>The Cooper Companies, Inc., a global medical device company, started its fiscal year 2025 with a notable performance, achieving record Q1 revenues and earnings.</li><li>The company reported consolidated revenues of $965 million, which were up 4% year-over-year, and organic growth of 5%.</li><li>The financial performance was bolstered by a robust showing from both its business segments: CooperVision, which had a revenue increase of 4% (6% organically), and CooperSurgical, seeing a 3% uptick (2% organically).</li></ul>

The Cooper Companies, Inc., a global medical device company, started its fiscal year 2025 with a notable performance, achieving record Q1 revenues and earnings.The company reported consolidated revenues of $965 million, which were up 4% year-over-year, and organic growth of 5%.The financial performance was bolstered by a robust showing from both its business segments: CooperVision, which had a revenue increase of 4% (6% organically), and CooperSurgical, seeing a 3% uptick (2% organically).

The Cooper Companies: Strategic M&A & Innovation Indicating Firm Future Prospects In Surgical Healthcare Markets!

<ul><li>Cooper Companies reported a record revenue year for fiscal 2024, achieving $3.9 billion primarily driven by strong performances from its two main divisions, CooperVision and CooperSurgical.</li><li>Each division marked record revenues, with CooperVision contributing $676 million in Q4, a 9% increase, largely due to its silicone hydrogel lenses like MyDay, Biofinity, and clariti.</li><li>The division continues to hold a strong market position, especially in torics, multifocals, and myopia management despite a soft end to the quarter for the contact lens market.</li></ul>

Cooper Companies reported a record revenue year for fiscal 2024, achieving $3.9 billion primarily driven by strong performances from its two main divisions, CooperVision and CooperSurgical.Each division marked record revenues, with CooperVision contributing $676 million in Q4, a 9% increase, largely due to its silicone hydrogel lenses like MyDay, Biofinity, and clariti.The division continues to hold a strong market position, especially in torics, multifocals, and myopia management despite a soft end to the quarter for the contact lens market.

The Cooper Companies: Expansion of MyDay Capacity As A Vital Factor Driving Growth! - Major Drivers

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

Thematic (Sector/Industry)

<ul>
<li>The IVF industry is booming, driven by couples having children later in life as well as infertility problems.</li>
<li>There should be plenty of opportunities for IVF clinic operators, including for Jinxin Fertility which may benefit if the Chinese government introduces subsidies for IVF procedures. But the acquisitive nature of many IVF-related companies has caused their returns on equity and earnings per share growth to be weak.</li>
<li>One stock that trades at a low multiple with fat profit margins is Organon, though be aware of its ongoing patent cliffs, which may be the reason it was spun off in the first place.</li>
</ul>


The IVF industry is booming, driven by couples having children later in life as well as infertility problems.
There should be plenty of opportunities for IVF clinic operators, including for Jinxin Fertility which may benefit if the Chinese government introduces subsidies for IVF procedures. But the acquisitive nature of many IVF-related companies has caused their returns on equity and earnings per share growth to be weak.
One stock that trades at a low multiple with fat profit margins is Organon, though be aware of its ongoing patent cliffs, which may be the reason it was spun off in the first place.


<ul><li>Cooper Companies' latest earnings for the third quarter of 2024 showcased the company reaching significant financial milestones while elaborating on strategic achievements and future outlooks.</li><li>The major highlight was CooperCompanies achieving its first-ever billion-dollar revenue quarter, with both divisions reporting record revenues.</li><li>Additionally, the company boasted about margin improvements which supported double-digit earnings growth and record non-GAAP quarterly earnings.</li></ul>

Cooper Companies' latest earnings for the third quarter of 2024 showcased the company reaching significant financial milestones while elaborating on strategic achievements and future outlooks.The major highlight was CooperCompanies achieving its first-ever billion-dollar revenue quarter, with both divisions reporting record revenues.Additionally, the company boasted about margin improvements which supported double-digit earnings growth and record non-GAAP quarterly earnings.

The Cooper Companies Inc.: Focus on Myopia Management & Market Education & Other Major Drivers

<ul><li>Analyzing the latest results of The Cooper Companies, the narrative presents a compelling mixed view of the company's trajectory with several interesting developments and challenges reporting out of its second quarter of 2024.</li><li>The Cooper Companies operates through two segments, CooperVision and CooperSurgical, both of which are critical in assessing the company's overall health and prospective growth.</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>

Analyzing the latest results of The Cooper Companies, the narrative presents a compelling mixed view of the company's trajectory with several interesting developments and challenges reporting out of its second quarter of 2024.The Cooper Companies operates through two segments, CooperVision and CooperSurgical, both of which are critical in assessing the company's overall health and prospective growth.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.

The Cooper Companies Inc.: How They Are Carrying Out The Expansion and Management of MiSight and Other Specialty Products! - Major Drivers

United States

The Cooper Companies, Inc. through its subsidiaries, develops, manufactures, and markets specialty healthcare products. The Company's products include contact lenses for the vision care market and diagnostic products, surgical instruments, and accessories for gynecologists and obstetricians.

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Cooper Cos / (COO UN)

The Cooper Companies: Strategic M&A & Innovation Indicating Firm Future Prospects In Surgical Healthcare Markets!

The Cooper Companies, Inc., a global medical device company, started its fiscal year 2025 with a notable performance, achieving record Q1 revenues...

Baptista Research

The Cooper Companies: Expansion of MyDay Capacity As A Vital Factor Driving Growth! - Major Drivers

Cooper Companies reported a record revenue year for fiscal 2024, achieving $3.9 billion primarily driven by strong performances from its two main...

Baptista Research

IVF: Secular Growth for Decades to Come.

The IVF industry is booming, driven by couples having children later in life as well as infertility problems. There should be plenty of...

Asian Century Stocks

The Cooper Companies Inc.: Focus on Myopia Management & Market Education & Other Major Drivers

Cooper Companies' latest earnings for the third quarter of 2024 showcased the company reaching significant financial milestones while elaborating...

Baptista Research

The Cooper Companies Inc.: How They Are Carrying Out The Expansion and Management of MiSight and Other Specialty Products! - Major Drivers

Analyzing the latest results of The Cooper Companies, the narrative presents a compelling mixed view of the company's trajectory with several...

Baptista Research

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