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>CVS Health Corporation's financial performance for the third quarter of 2025 reflects a blend of success and challenges across its diversified business segments.</li><li>The company reported solid results, with an adjusted operating income of $3.5 billion and adjusted earnings per share (EPS) of $1.60, surpassing expectations for the third consecutive quarter.</li><li>The full-year adjusted EPS guidance was increased to a range of $6.55 to $6.65, indicating confidence in their ongoing strategies.</li></ul>

CVS Health Corporation's financial performance for the third quarter of 2025 reflects a blend of success and challenges across its diversified business segments.The company reported solid results, with an adjusted operating income of $3.5 billion and adjusted earnings per share (EPS) of $1.60, surpassing expectations for the third consecutive quarter.The full-year adjusted EPS guidance was increased to a range of $6.55 to $6.65, indicating confidence in their ongoing strategies.

CVS Health: Can Its New PBM Strategy Finally Cut America’s Drug Costs?

<ul><li>CVS Health has delivered a solid performance in the second quarter of 2025, reflecting the company’s strategic positioning and diversified business model.</li><li>The adjusted operating income for the quarter was $3.8 billion, with adjusted earnings per share (EPS) of $1.81.</li><li>The company has increased its full-year adjusted EPS guidance to a range of $6.30 to $6.40, up from the previous range of $6.00 to $6.20.</li></ul>

CVS Health has delivered a solid performance in the second quarter of 2025, reflecting the company’s strategic positioning and diversified business model.The adjusted operating income for the quarter was $3.8 billion, with adjusted earnings per share (EPS) of $1.81.The company has increased its full-year adjusted EPS guidance to a range of $6.30 to $6.40, up from the previous range of $6.00 to $6.20.

CVS Health: Disrupting Retail Pharmacy With Game-Changing CostVantage Pricing Model!

<ul><li>CVS Health reported a strong start to the year, with first quarter revenue of approximately $95 billion, a 7% increase compared to the previous year.</li><li>The company's adjusted earnings per share (EPS) reached $2.25, supported by improved performance across all segments.</li><li>CVS Health adjusted its full-year 2025 guidance upwards to an EPS range of $6 to $6.20, an increase from the initial forecast of $5.75 to $6.</li></ul>

CVS Health reported a strong start to the year, with first quarter revenue of approximately $95 billion, a 7% increase compared to the previous year.The company's adjusted earnings per share (EPS) reached $2.25, supported by improved performance across all segments.CVS Health adjusted its full-year 2025 guidance upwards to an EPS range of $6 to $6.20, an increase from the initial forecast of $5.75 to $6.

CVS Health Powers Into Medicare & Medicaid with Aggressive Aetna Expansion Strategy; What Lies Ahead?

<ul><li>CVS Health investors saw a significant turnaround as the company delivered better-than-expected quarterly earnings, fueling a sharp 14.8% rise in stock price—the largest one-day gain since 2008.</li><li>This surge follows a tumultuous 2024 when the stock fell over 40% due to challenges across its core businesses, including rising medical costs in its insurance segment, regulatory scrutiny on its pharmacy-benefit manager, and financial pressures on its retail pharmacy chain.</li><li>However, with a new CEO at the helm, the company is focused on restoring investor confidence and executing a strategic recovery plan.</li></ul>

CVS Health investors saw a significant turnaround as the company delivered better-than-expected quarterly earnings, fueling a sharp 14.8% rise in stock price—the largest one-day gain since 2008.This surge follows a tumultuous 2024 when the stock fell over 40% due to challenges across its core businesses, including rising medical costs in its insurance segment, regulatory scrutiny on its pharmacy-benefit manager, and financial pressures on its retail pharmacy chain.However, with a new CEO at the helm, the company is focused on restoring investor confidence and executing a strategic recovery plan.

CVS Health: $97.7 Billion Revenue and a New CEO – Can It Overcome Industry Challenges?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>CVS is experiencing declining performance in its Pharmacy &amp; Consumer Wellness operations</li><li>Author believes CVS's situation is similar to using bad grapes to make wine and that the segment is essentially terminal</li><li>Author suggests potential 30%+ downside for CVS and recommends pair trades like going long on CI and short on CVS, as well as noting activist investor Glenview Capital's 1% stake in CVS</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>

CVS is experiencing declining performance in its Pharmacy &amp; Consumer Wellness operationsAuthor believes CVS's situation is similar to using bad grapes to make wine and that the segment is essentially terminalAuthor suggests potential 30%+ downside for CVS and recommends pair trades like going long on CI and short on CVS, as well as noting activist investor Glenview Capital's 1% stake in CVSThis 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.

Cvs Health Corp (CVS) - Thursday, Oct 3, 2024

United States

CVS Health Corporation is an integrated pharmacy health care provider. The Company's offerings include pharmacy benefit management services; mail order, retail and specialty pharmacy; disease management programs; and retail clinics. The company operates drugstores throughout the U.S., the District of Columbia, and Puerto Rico.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Cvs Health Corp (CVS US)

CVS Health: Can Its New PBM Strategy Finally Cut America’s Drug Costs?

CVS Health Corporation's financial performance for the third quarter of 2025 reflects a blend of success and challenges across its diversified...

Baptista Research

CVS Health: Disrupting Retail Pharmacy With Game-Changing CostVantage Pricing Model!

CVS Health has delivered a solid performance in the second quarter of 2025, reflecting the company’s strategic positioning and diversified...

Baptista Research

CVS Health Powers Into Medicare & Medicaid with Aggressive Aetna Expansion Strategy; What Lies Ahead?

CVS Health reported a strong start to the year, with first quarter revenue of approximately $95 billion, a 7% increase compared to the previous...

Baptista Research

CVS Health: $97.7 Billion Revenue and a New CEO – Can It Overcome Industry Challenges?

CVS Health investors saw a significant turnaround as the company delivered better-than-expected quarterly earnings, fueling a sharp 14.8% rise in...

Baptista Research

Cvs Health Corp (CVS) - Thursday, Oct 3, 2024

Author suggests potential 30%+ downside for CVS and recommends pair trades like going long on CI and short on CVS, as well as noting activist...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)