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>In Q1 2024, eBay recorded robust performance, even amid the challenges posed by the global economy.</li><li>With gross merchandise volume close to flat at $18.6 billion and revenue growth exceeding 2% at $2.56 billion, eBay showcased its strong operational resilience.</li><li>Non-GAAP operating margin stood at 30.3%, and non-GAAP earnings per share rose 13% to $1.25.</li></ul>

In Q1 2024, eBay recorded robust performance, even amid the challenges posed by the global economy.With gross merchandise volume close to flat at $18.6 billion and revenue growth exceeding 2% at $2.56 billion, eBay showcased its strong operational resilience.Non-GAAP operating margin stood at 30.3%, and non-GAAP earnings per share rose 13% to $1.25.

eBay Inc.: These Are The 6 Pivotal Factors Influencing Their Performance In 2024 & Beyond! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce</li><li>Offers anti-inflationary savings and eliminates fraud risks</li><li>Seen as undervalued with high growth potential compared to Amazon</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>

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerceOffers anti-inflationary savings and eliminates fraud risksSeen as undervalued with high growth potential compared to AmazonThis 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.

<ul><li>eBay's Fourth Quarter 2023 results demonstrated an approximate organic GMV (gross merchandise volume) growth breakdown of roughly 1% for the full year, despite discretionary spending pressure across major markets.</li><li>This resilience was due to an improvement in this metric during each quarter of 2023.</li><li>Focus category GMV indicated a promising upward trend, with growth close to 4%, significantly outpacing the other areas of eBay’s business by around 7 points.</li></ul>

eBay's Fourth Quarter 2023 results demonstrated an approximate organic GMV (gross merchandise volume) growth breakdown of roughly 1% for the full year, despite discretionary spending pressure across major markets.This resilience was due to an improvement in this metric during each quarter of 2023.Focus category GMV indicated a promising upward trend, with growth close to 4%, significantly outpacing the other areas of eBay’s business by around 7 points.

eBay Inc: Increasing Investment in AI & Product Enhancement Is A True Game Changer! - Major Drivers

<ul><li>eBay reported decent financial results with on-par revenues and above-par earnings, showcasing resilience amid global challenges.</li><li>The company achieved a gross merchandise volume of approximately $18 billion, with revenue growth of 4% to $2.5 billion.</li><li>Advertising business revenue grew by 24%, reaching $366 million, with Promoted Listings Standard and Promoted Listings Advanced driving growth through strategic optimizations and innovations.</li></ul>

eBay reported decent financial results with on-par revenues and above-par earnings, showcasing resilience amid global challenges.The company achieved a gross merchandise volume of approximately $18 billion, with revenue growth of 4% to $2.5 billion.Advertising business revenue grew by 24%, reaching $366 million, with Promoted Listings Standard and Promoted Listings Advanced driving growth through strategic optimizations and innovations.

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Private Capital Markets

<ul>
<li>Qoo10 has been quietly growing its share of the Japanese e-commerce market. </li>
<li>Despite relentless competition from the big 3, Qoo10 has managed to increase members from 10 million in 2018 to 23 million through event marketing and close attention to customer demands.</li>
<li>While cosmetics and fashion are the current focus, Qoo10 is also strengthening other categories like food, stationery and electronics.</li>
</ul>


Qoo10 has been quietly growing its share of the Japanese e-commerce market. 
Despite relentless competition from the big 3, Qoo10 has managed to increase members from 10 million in 2018 to 23 million through event marketing and close attention to customer demands.
While cosmetics and fashion are the current focus, Qoo10 is also strengthening other categories like food, stationery and electronics.


Ebay's Qoo10 More than Doubles Users to 23 Million in 5 Years

United States

eBay Inc. operates an online trading community.  The Company's service is used by buyers and sellers for the exchange of products and services such as coins, collectibles, computers, memorabilia, stamps and toys, as well as concert and sporting tickets.  eBay also offers, through a subsidiary, secure online payment services.

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Ebay Inc (EBAY US)

eBay Inc.: These Are The 6 Pivotal Factors Influencing Their Performance In 2024 & Beyond! - Major Drivers

In Q1 2024, eBay recorded robust performance, even amid the challenges posed by the global economy. With gross merchandise volume close to flat at...

Baptista Research

Ebay Inc (EBAY) - Monday, Jan 22, 2024

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce. Offers anti-inflationary savings and eliminates fraud risks

Value Investors Club

eBay Inc: Increasing Investment in AI & Product Enhancement Is A True Game Changer! - Major Drivers

eBay's Fourth Quarter 2023 results demonstrated an approximate organic GMV (gross merchandise volume) growth breakdown of roughly 1% for the full...

Baptista Research

eBay Inc.: Major Drivers

eBay reported decent financial results with on-par revenues and above-par earnings, showcasing resilience amid global challenges. The company...

Baptista Research

Ebay's Qoo10 More than Doubles Users to 23 Million in 5 Years

Ebay's Qoo10 quietly expands in Japanese e-commerce market, doubling members in 5 years through event marketing and customer focus. Now expanding...

Michael Causton

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

eBay Inc.: These Are The 6 Pivotal Factors Influencing Their Performance In 2024 & Beyond! - Major Drivers

In Q1 2024, eBay recorded robust performance, even amid the challenges posed by the global economy. With gross merchandise volume close to flat at...

Baptista Research

Ebay Inc (EBAY) - Monday, Jan 22, 2024

eBay has the potential to become a trillion-dollar AI powerhouse in e-commerce. Offers anti-inflationary savings and eliminates fraud risks

Value Investors Club

eBay Inc: Increasing Investment in AI & Product Enhancement Is A True Game Changer! - Major Drivers

eBay's Fourth Quarter 2023 results demonstrated an approximate organic GMV (gross merchandise volume) growth breakdown of roughly 1% for the full...

Baptista Research

eBay Inc.: Major Drivers

eBay reported decent financial results with on-par revenues and above-par earnings, showcasing resilience amid global challenges. The company...

Baptista Research

Ebay's Qoo10 More than Doubles Users to 23 Million in 5 Years

Ebay's ​Qoo10 quietly expands in Japanese e-commerce market, doubling members in 5 years through event marketing and customer focus. Now expanding...

Michael Causton

Ebay's Qoo10 quietly expands in Japanese e-commerce market, doubling members in 5 years through event marketing and customer focus. Now expanding...