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>Equifax's results were a major disappointment as the company failed to meet Wall Street's revenue and earnings expectations.</li><li>In Q3, Equifax reported revenue of $1.32 billion, representing a 6% increase on a reported basis.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Equifax's results were a major disappointment as the company failed to meet Wall Street's revenue and earnings expectations.In Q3, Equifax reported revenue of $1.32 billion, representing a 6% increase on a reported basis.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Equifax Inc.: Unlocking the Power of Cloud Transformation! - Major Drivers

<ul><li>Equifax delivered a mixed result in the recent quarter, with revenues below market expectations but managed to surpass the analyst consensus regarding earnings.</li><li>Last quarter, the company faced a challenge, particularly in the mortgage and hiring markets.</li><li>While the U.S. mortgage market weakened, they delivered adjusted EPS and EBITDA margins above guidance.</li></ul>

Equifax delivered a mixed result in the recent quarter, with revenues below market expectations but managed to surpass the analyst consensus regarding earnings.Last quarter, the company faced a challenge, particularly in the mortgage and hiring markets.While the U.S. mortgage market weakened, they delivered adjusted EPS and EBITDA margins above guidance.

Equifax Inc: 4 Key Takeaways From The Recent Performance - Financial Forecasts

Equity Capital Markets

<ul><li>Equifax produced another all-around beat, growing non-mortgage revenue by 10% in constant currency as it met its Equifax 2025 strategic targets and the $200 million spending plan.</li><li>Equifax's non-mortgage businesses, which accounted for roughly 80% of overall revenue in the quarter, performed well.</li><li>Workforce Solutions once again delivered an excellent quarter, with non-mortgage revenue growth up 11% and total revenue down 8%.</li></ul>

Equifax produced another all-around beat, growing non-mortgage revenue by 10% in constant currency as it met its Equifax 2025 strategic targets and the $200 million spending plan.Equifax's non-mortgage businesses, which accounted for roughly 80% of overall revenue in the quarter, performed well.Workforce Solutions once again delivered an excellent quarter, with non-mortgage revenue growth up 11% and total revenue down 8%.

Equifax Inc.: Leveraging The New Mortgage 36 Solution to Boost Its NPI – Key Drivers

Credit

<ul><li>Equifax is one of the largest consumer credit reporting companies in the U.S.</li><li>It has strong financial fundamentals which are helping it thrive in the turbulent business environment that includes an unprecedented decline in the mortgage market.</li><li>Their global non-mortgage businesses has been performing well and is fueled by Workforce Solutions' remarkable performance.</li></ul>

Equifax is one of the largest consumer credit reporting companies in the U.S.It has strong financial fundamentals which are helping it thrive in the turbulent business environment that includes an unprecedented decline in the mortgage market.Their global non-mortgage businesses has been performing well and is fueled by Workforce Solutions' remarkable performance.

Equifax Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

<ul><li>This is our first report on the multinational consumer credit reporting player, Equifax.</li><li>Their global non-mortgage businesses performed exceptionally well, with constant currency revenue growth of 12% and constant organic currency revenue growth of 10%.</li><li>Equifax further announced the acquisition of the Food Industry Credit Bureau.</li></ul>

This is our first report on the multinational consumer credit reporting player, Equifax.Their global non-mortgage businesses performed exceptionally well, with constant currency revenue growth of 12% and constant organic currency revenue growth of 10%.Equifax further announced the acquisition of the Food Industry Credit Bureau.

Equifax Inc.: Initiation of Coverage – Business Strategy & Key Drivers

United States

Equifax Inc. brings buyers and sellers together through its information management, transaction processing, direct marketing, and customer relationship management businesses. The company serves the financial services, retail, credit card, telecommunications/utilities, transportation, information technology and healthcare industries and government.

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Equifax Inc (EFX US)

Equifax Inc.: Unlocking the Power of Cloud Transformation! - Major Drivers

Equifax's results were a major disappointment as the company failed to meet Wall Street's revenue and earnings expectations. In Q3, Equifax...

Baptista Research

Equifax Inc: 4 Key Takeaways From The Recent Performance - Financial Forecasts

Equifax delivered a mixed result in the recent quarter, with revenues below market expectations but managed to surpass the analyst consensus...

Baptista Research

Equifax Inc.: Leveraging The New Mortgage 36 Solution to Boost Its NPI – Key Drivers

Equifax produced another all-around beat, growing non-mortgage revenue by 10% in constant currency as it met its Equifax 2025 strategic targets...

Baptista Research

Equifax Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Equifax is one of the largest consumer credit reporting companies in the U.S. It has strong financial fundamentals which are helping it thrive in...

Baptista Research

Equifax Inc.: Initiation of Coverage – Business Strategy & Key Drivers

This is our first report on the multinational consumer credit reporting player, Equifax. Their global non-mortgage businesses performed...

Baptista Research

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