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>Fiserv delivered a positive result and managed an all-around beat in the last quarter.</li><li>With the continued success of their market-leading cloud-based operating system, Clover, and the unified commerce offering, Carat, Fiserv expects future growth acceleration.</li><li>Other growth areas include digital payments and digital banking, expansion in Latin America, and opportunities presented by the cloud-native core banking system, Finxact.</li></ul>

Fiserv delivered a positive result and managed an all-around beat in the last quarter.With the continued success of their market-leading cloud-based operating system, Clover, and the unified commerce offering, Carat, Fiserv expects future growth acceleration.Other growth areas include digital payments and digital banking, expansion in Latin America, and opportunities presented by the cloud-native core banking system, Finxact.

Fiserv Inc: Can The New AppMarket Offering For Financial Institutions Aid Revenue Growth? – Key Drivers

Equity Capital Markets

<ul><li>Fiserv is off to quite a strong start in the year with adjusted revenue growth and an increase in adjusted earnings per share resulting in an all-around beat.</li><li>Adjusted operating margin was up and organic revenue growth was higher than expected, demonstrating the company's ability to sustain accelerated growth.</li><li>Clover revenue growth stays strong and Fiserv continues to add merchants at quite a healthy pace.</li></ul>

Fiserv is off to quite a strong start in the year with adjusted revenue growth and an increase in adjusted earnings per share resulting in an all-around beat.Adjusted operating margin was up and organic revenue growth was higher than expected, demonstrating the company's ability to sustain accelerated growth.Clover revenue growth stays strong and Fiserv continues to add merchants at quite a healthy pace.

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Fiserv's delivered a 30% return since October of last year, when I laid out my full investment thesis.</li>
<li>Fiserv is laying the groundwork for long-term growth, says the company's market commentators.</li>
<li>The company continues to outmaneuver its direct competitors, according to analysts.</li>
</ul>


Fiserv's delivered a 30% return since October of last year, when I laid out my full investment thesis.
Fiserv is laying the groundwork for long-term growth, says the company's market commentators.
The company continues to outmaneuver its direct competitors, according to analysts.


Fiserv: Achieving Industry-Leading Returns Is Not As Hard As You Might Think

<ul><li>Fiserv had a decent 2022 and managed to surpass the revenue expectations of Wall Street in its last result.</li><li>The company’s better-than-expected growth against the challenging backdrop was a result of growth in organic revenue, improvement in operating margin, and adjusted earnings per share.</li><li>Fiserv also advanced its core banking cloud roadmap for its new and existing clients with the acquisition and integration of Finxact.</li></ul>

Fiserv had a decent 2022 and managed to surpass the revenue expectations of Wall Street in its last result.The company’s better-than-expected growth against the challenging backdrop was a result of growth in organic revenue, improvement in operating margin, and adjusted earnings per share.Fiserv also advanced its core banking cloud roadmap for its new and existing clients with the acquisition and integration of Finxact.

<ul>
<li>Fiserv's latest quarterly results were largely expected, and yet the market seemed to be caught off guard.</li>
<li>Fiserv remains well-positioned to outperform most of its peers and the broader equity market in 2023, according to the company's latest results.</li>
<li>Fiserv (<span class="ticker-hover-wrapper">NASDAQ:FISV</span>) is often seen as a slow-growth business with a significant share of legacy services and challenged profitability</li>
</ul>


Fiserv's latest quarterly results were largely expected, and yet the market seemed to be caught off guard.
Fiserv remains well-positioned to outperform most of its peers and the broader equity market in 2023, according to the company's latest results.
Fiserv (NASDAQ:FISV) is often seen as a slow-growth business with a significant share of legacy services and challenged profitability


Fiserv: Market Sentiment Is Catching Up After Recent Earnings

United States

Fiserv, Inc. provides fintech solutions. The Company provides a platform that enables businesses to accept payments, track performance, and drive sales. Fiserv serves corporate and public sector, merchants, banks, credit unions, and other financial institutions globally.

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Fiserv (FI US)

Fiserv Inc: Can The New AppMarket Offering For Financial Institutions Aid Revenue Growth? – Key Drivers

Fiserv delivered a positive result and managed an all-around beat in the last quarter. With the continued success of their market-leading...

Baptista Research

Fiserv Inc.: Major Deals with Walmart

Fiserv is off to quite a strong start in the year with adjusted revenue growth and an increase in adjusted earnings per share resulting in an...

Baptista Research

Fiserv: Achieving Industry-Leading Returns Is Not As Hard As You Might Think

Fiserv's delivered a 30% return since October of last year, when I laid out my full investment thesis. Fiserv is laying the groundwork for long...

Vladimir Dimitrov, CFA

Fiserv Inc.: Major Drivers

Fiserv had a decent 2022 and managed to surpass the revenue expectations of Wall Street in its last result. The company’s better-than-expected...

Baptista Research

Fiserv: Market Sentiment Is Catching Up After Recent Earnings

Fiserv remains well-positioned to outperform most of its peers and the broader equity market in 2023, according to the company's latest results.

Vladimir Dimitrov, CFA

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