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

Crowdstrike Holdings  / Equity Capital Markets

<ul><li>Cybersecurity is considered one of the hottest sub-sectors within the technology domain with SaaS-based companies having valuations going through the roof.</li><li>Both companies have seen a phenomenal price rise over the years with the increasing revenue growth and popularity of their offerings.</li><li>We also provide the financial forecasts of both companies and carry out a comparative discounted cash flow (DCF) valuation in order to determine which of the two players could generate higher returns in the years to come, based on our estimates.</li></ul>

Cybersecurity is considered one of the hottest sub-sectors within the technology domain with SaaS-based companies having valuations going through the roof.Both companies have seen a phenomenal price rise over the years with the increasing revenue growth and popularity of their offerings.We also provide the financial forecasts of both companies and carry out a comparative discounted cash flow (DCF) valuation in order to determine which of the two players could generate higher returns in the years to come, based on our estimates.

Palo Alto Networks vs. CrowdStrike - Which Cybersecurity Major Is The Better Performer? 02/22

US Tech Company Research, MT Capital

MT Capital

US Tech Company Research

I demystify the world's most interesting tech companies, providing in-depth, no-nonsense, un-biased analysis on the most interesting Tech Companies available for investment today. I am a Mechanical Engineer by education, Software Engineer by trade and a self-trained Financial Analyst.

Equity Bottom-Up

<ul>
<li>The rise of the internet, though astounding and world-changing, has resulted in the growth of impending tail risks, phenomena where unchecked vulnerability and fragility may result in the harm of corporations and individuals alike</li>
<li>Crowdstrike provides technology that primarily protects an Enterprise’s Endpoints, with additional modules aimed at shielding Companies’ Cloud Workloads</li>
<li>The main area of Cybersecurity that one should familiarize themselves with in order to gain a heightened understanding of Crowdstrike’s operations is Endpoint Security</li>
</ul>


The rise of the internet, though astounding and world-changing, has resulted in the growth of impending tail risks, phenomena where unchecked vulnerability and fragility may result in the harm of corporations and individuals alike
Crowdstrike provides technology that primarily protects an Enterprise’s Endpoints, with additional modules aimed at shielding Companies’ Cloud Workloads
The main area of Cybersecurity that one should familiarize themselves with in order to gain a heightened understanding of Crowdstrike’s operations is Endpoint Security


<ul><li>Like most other high-growth stocks, CrowdStrike has also taken a beating on account of high inflation and rising interest rates which are generally negative catalysts for the company.</li><li>In Q3, the company experienced broad-based strength in numerous business areas and across SMBs, mid-market, and large organizations.</li><li>Their Q4 expectations in terms of year-over-year revenue growth rate are between 53% to 56%, with subscription revenue being the primary driver of growth.</li></ul>

Like most other high-growth stocks, CrowdStrike has also taken a beating on account of high inflation and rising interest rates which are generally negative catalysts for the company.In Q3, the company experienced broad-based strength in numerous business areas and across SMBs, mid-market, and large organizations.Their Q4 expectations in terms of year-over-year revenue growth rate are between 53% to 56%, with subscription revenue being the primary driver of growth.

Crowdstrike Holdings Inc. - Investment Thesis

TMT & Consumer Independent Equity Research Analyst, Obex Capital Research

Aaron Gabin

TMT & Consumer Independent Equity Research Analyst

TMT & Consumer Independent Equity Research

Obex Capital Research

“Obex” is Latin for Barriers to Entry. Obex Capital Management’s investment philosophy is driven by an intense focus on which business model’s Barriers to Entry are able to withstand the ever increasing competitive disruption in the TMT and Consumer Sectors.

<ul>
<li>Crowdstrike printed another strong quarter, continues to beat and raise despite overblown competitive concerns.</li>
<li>Revenue growth (+64%), Margin expansion (+520bps) and FCF generation (32% FCF margins) shows best in class rule of 40 SaaS metric.</li>
<li>Humio continues to show great traction, achieved 6 month signup target in 6 weeks.</li>
</ul>


Crowdstrike printed another strong quarter, continues to beat and raise despite overblown competitive concerns.
Revenue growth (+64%), Margin expansion (+520bps) and FCF generation (32% FCF margins) shows best in class rule of 40 SaaS metric.
Humio continues to show great traction, achieved 6 month signup target in 6 weeks.


Crowdstrike FY3Q22: Platform, Not Endpoint

<ul><li>This is our first report on CrowdStrike Holdings which has been one of the greatest tech stories in the past year.</li><li>The company is a California-based mission-critical software-as-a-service (SaaS) player which was among the first cloud-native SaaS endpoint security platforms providing cloud workload and endpoint security, cyberattack response services and threat intelligence.</li><li>Its cybersecurity, cloud security and threat intelligence solutions cater to the particularly fast-growing ransomware market.</li></ul>

This is our first report on CrowdStrike Holdings which has been one of the greatest tech stories in the past year.The company is a California-based mission-critical software-as-a-service (SaaS) player which was among the first cloud-native SaaS endpoint security platforms providing cloud workload and endpoint security, cyberattack response services and threat intelligence.Its cybersecurity, cloud security and threat intelligence solutions cater to the particularly fast-growing ransomware market.

United States

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. The Company offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and leading threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide.

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Crowdstrike Holdings (CRWD US)

Palo Alto Networks vs. CrowdStrike - Which Cybersecurity Major Is The Better Performer? 02/22

Cybersecurity is considered one of the hottest sub-sectors within the technology domain with SaaS-based companies having valuations going through...

Baptista Research

Crowdstrike ($CRWD) In-Depth Analysis

Crowdstrike provides technology that primarily protects an Enterprise’s Endpoints, with additional modules aimed at shielding Companies’ Cloud...

MT Capital

Crowdstrike Holdings Inc. - Investment Thesis

Like most other high-growth stocks, CrowdStrike has also taken a beating on account of high inflation and rising interest rates which are...

Baptista Research

Crowdstrike FY3Q22: Platform, Not Endpoint

Another strong beat and raise despite overblown competitive concerns. Revenue growth (+64%), Margin expansion (+520bps) and FCF generation (32% FCF...

Aaron Gabin

Crowdstrike Holdings Inc. - Investment Thesis

This is our first report on CrowdStrike Holdings which has been one of the greatest tech stories in the past year. The company is a...

Baptista Research

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