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

Factset Research Systems Inc / Equity Bottom-Up

<ul><li>FactSet Research Systems Inc. reported its first-quarter results for fiscal 2026, highlighting some key financial and operational metrics.</li><li>The company demonstrated positive momentum with strong growth in Annual Subscription Value (ASV), along with healthy operating margins.</li><li>However, there were some notable challenges across regions and firm types which provide a comprehensive view of the company's current situation.</li></ul>

FactSet Research Systems Inc. reported its first-quarter results for fiscal 2026, highlighting some key financial and operational metrics.The company demonstrated positive momentum with strong growth in Annual Subscription Value (ASV), along with healthy operating margins.However, there were some notable challenges across regions and firm types which provide a comprehensive view of the company's current situation.

FactSet Is Going All-In on AI — The Powerful Product Shift That’s Reshaping Client Renewals!

<ul><li>FactSet Research Systems delivered strong fourth quarter and full-year fiscal 2025 results, reflecting its continued resilience and capability to navigate shifting market conditions.</li><li>The firm reported a 5.4% revenue growth rate to $2.3 billion for the fiscal year, and highlighted a significant increase in organic Annual Subscription Value (ASV), with the fourth quarter seeing the largest ASV addition in its history at $81.8 million.</li><li>This ASV growth, especially notable at 5.7% sequentially, signals robust demand for FactSet's offerings, particularly in wealth and asset management sectors, driven by an increasing appetite for data solutions.</li></ul>

FactSet Research Systems delivered strong fourth quarter and full-year fiscal 2025 results, reflecting its continued resilience and capability to navigate shifting market conditions.The firm reported a 5.4% revenue growth rate to $2.3 billion for the fiscal year, and highlighted a significant increase in organic Annual Subscription Value (ASV), with the fourth quarter seeing the largest ASV addition in its history at $81.8 million.This ASV growth, especially notable at 5.7% sequentially, signals robust demand for FactSet's offerings, particularly in wealth and asset management sectors, driven by an increasing appetite for data solutions.

FactSet Research: Will Seamless Data Ecosystems Give It An Edge Against Refinitiv & Bloomberg?

<ul><li>FactSet's second-quarter 2025 results showcase mixed outcomes amid a challenging market environment.</li><li>The company reported a year-over-year organic Annual Subscription Value (ASV) growth of 4.1%, an adjusted operating margin of 37.3%, and adjusted diluted EPS of $4.28.</li><li>Positives encompass the robust performance in the Asia Pacific region, where organic ASV grew by 7%, driven by strong sales of data solutions across various client segments, and a resurgence in the wealth segment, evidenced by strategic wins such as the UBS contract for adviser desktops.</li></ul>

FactSet's second-quarter 2025 results showcase mixed outcomes amid a challenging market environment.The company reported a year-over-year organic Annual Subscription Value (ASV) growth of 4.1%, an adjusted operating margin of 37.3%, and adjusted diluted EPS of $4.28.Positives encompass the robust performance in the Asia Pacific region, where organic ASV grew by 7%, driven by strong sales of data solutions across various client segments, and a resurgence in the wealth segment, evidenced by strategic wins such as the UBS contract for adviser desktops.

FactSet Is Quietly Taking Over the Buy-Side—Here’s What Investors Need to Know!

<ul><li>FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of economic uncertainties and industry-specific challenges.</li><li>The company reported 4.5% growth in organic Annual Subscription Value (ASV) year-over-year, supported by favorable developments in its wealth management segment and a 7% growth in the Asia-Pacific region.</li><li>FactSet's adjusted operating margin stood at 37.6%, and adjusted diluted earnings per share (EPS) reached $4.37.</li></ul>

FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of economic uncertainties and industry-specific challenges.The company reported 4.5% growth in organic Annual Subscription Value (ASV) year-over-year, supported by favorable developments in its wealth management segment and a 7% growth in the Asia-Pacific region.FactSet's adjusted operating margin stood at 37.6%, and adjusted diluted earnings per share (EPS) reached $4.37.

FactSet Research System: Its Monetization of Gen AI Products Could Be A Multi-Faceted Growth Opportunity? - Major Drivers

<ul><li>FactSet's fiscal Q4 2024 earnings presentation revealed a mixture of challenges and successes.</li><li>The company demonstrated growth with organic Annual Subscription Value (ASV) plus professional services increasing by 4.8% year-over-year, totaling $104 million, slightly above the midpoint of their guidance.</li><li>Total revenue rose to $2.2 billion, and adjusted EPS increased to $16.45, signifying a 12.3% growth over the fiscal year.</li></ul>

FactSet's fiscal Q4 2024 earnings presentation revealed a mixture of challenges and successes.The company demonstrated growth with organic Annual Subscription Value (ASV) plus professional services increasing by 4.8% year-over-year, totaling $104 million, slightly above the midpoint of their guidance.Total revenue rose to $2.2 billion, and adjusted EPS increased to $16.45, signifying a 12.3% growth over the fiscal year.

FactSet Research Systems Inc.: Dealing With Challenges Related To  Market Saturation and Competition in Enterprise-Level Service! - Major Drivers

United States

FactSet Research Systems Inc. supplies global economic and financial data to analysts, investment bankers, and other financial professionals.  The Company combines databases from multiple suppliers into a single online source of information and analytics, including fundamental data.

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Factset Research Systems Inc (FDS US)

FactSet Is Going All-In on AI — The Powerful Product Shift That’s Reshaping Client Renewals!

FactSet Research Systems Inc. reported its first-quarter results for fiscal 2026, highlighting some key financial and operational metrics. The...

Baptista Research

FactSet Research: Will Seamless Data Ecosystems Give It An Edge Against Refinitiv & Bloomberg?

FactSet Research Systems delivered strong fourth quarter and full-year fiscal 2025 results, reflecting its continued resilience and capability to...

Baptista Research

FactSet Is Quietly Taking Over the Buy-Side—Here’s What Investors Need to Know!

FactSet's second-quarter 2025 results showcase mixed outcomes amid a challenging market environment. The company reported a year-over-year organic...

Baptista Research

FactSet Research System: Its Monetization of Gen AI Products Could Be A Multi-Faceted Growth Opportunity? - Major Drivers

FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

FactSet Is Going All-In on AI — The Powerful Product Shift That’s Reshaping Client Renewals!

FactSet Research Systems Inc. reported its first-quarter results for fiscal 2026, highlighting some key financial and operational metrics. The...

Baptista Research

FactSet Research: Will Seamless Data Ecosystems Give It An Edge Against Refinitiv & Bloomberg?

FactSet Research Systems delivered strong fourth quarter and full-year fiscal 2025 results, reflecting its continued resilience and capability to...

Baptista Research

FactSet Is Quietly Taking Over the Buy-Side—Here’s What Investors Need to Know!

FactSet's second-quarter 2025 results showcase mixed outcomes amid a challenging market environment. The company reported a year-over-year organic...

Baptista Research

FactSet Research System: Its Monetization of Gen AI Products Could Be A Multi-Faceted Growth Opportunity? - Major Drivers

FactSet delivered a mixed set of results for its first fiscal quarter of 2025, showcasing positives in operating performance amid a backdrop of...

Baptista Research

FactSet Research Systems Inc.: Dealing With Challenges Related To Market Saturation and Competition in Enterprise-Level Service! - Major Drivers

FactSet's fiscal Q4 2024 earnings presentation revealed a mixture of challenges and successes. The company demonstrated growth with organic Annual...

Baptista Research