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>Corpay reported its first quarter of fiscal 2025, presenting a mixed yet promising picture for investors.</li><li>The company generated revenue of $1.6 billion, reflecting an 8% increase, and achieved cash earnings per share (EPS) of $4.51, up 10%.</li><li>When adjusted for constant macroeconomic conditions, cash EPS rose by 18%.</li></ul>

Corpay reported its first quarter of fiscal 2025, presenting a mixed yet promising picture for investors.The company generated revenue of $1.6 billion, reflecting an 8% increase, and achieved cash earnings per share (EPS) of $4.51, up 10%.When adjusted for constant macroeconomic conditions, cash EPS rose by 18%.

Corpay Is Cracking the Enterprise Market with Mega Account Win: Here’s What’s Driving Its Growth!

<ul><li>Corpay's fourth quarter and full-year 2024 performance presents a mixed picture with several strategic insights for potential investors.</li><li>From a positive perspective, the company's revenue grew by 10% year-over-year in Q4, reaching $1.34 billion, and its cash earnings per share (EPS) increased significantly by 21%.</li><li>The growth of organic revenue by 12% in Q4, attributed largely to a 26% increase in its corporate payments line, marks a notable strength.</li></ul>

Corpay's fourth quarter and full-year 2024 performance presents a mixed picture with several strategic insights for potential investors.From a positive perspective, the company's revenue grew by 10% year-over-year in Q4, reaching $1.34 billion, and its cash earnings per share (EPS) increased significantly by 21%.The growth of organic revenue by 12% in Q4, attributed largely to a 26% increase in its corporate payments line, marks a notable strength.

Corpay Enjoying The Corporate Payments Boom—Will New Products Drive the Next Growth Wave?

<ul><li>Corpay recently announced its financial results for the third quarter of 2024, which were generally in line with company expectations.</li><li>The firm reported quarterly revenue of $1.29 billion, a milestone as it marks the first time Corpay exceeded $1 billion in a quarter.</li><li>This figure represents a 7% increase when excluding Russia operations.</li></ul>

Corpay recently announced its financial results for the third quarter of 2024, which were generally in line with company expectations.The firm reported quarterly revenue of $1.29 billion, a milestone as it marks the first time Corpay exceeded $1 billion in a quarter.This figure represents a 7% increase when excluding Russia operations.

Corpay: Will Its Expansion in Corporate Payments Bring A Shift In The Competitive Dynamics? - Major Drivers

<ul><li>The latest earnings for Corpay outlined a comprehensive narrative of the company’s financial performance for the second quarter of 2024, its progress in addressing challenges, and strategic actions aimed at shaping its business landscape.</li><li>Starting with financials, Corpay reported that its Q2 2024 revenue stood at $976 million, marking a 7% increase, excluding the impact from the Russian market.</li><li>The adjusted cash EPS was announced to be at $4.55, up by 14%, also excluding Russia.</li></ul>

The latest earnings for Corpay outlined a comprehensive narrative of the company’s financial performance for the second quarter of 2024, its progress in addressing challenges, and strategic actions aimed at shaping its business landscape.Starting with financials, Corpay reported that its Q2 2024 revenue stood at $976 million, marking a 7% increase, excluding the impact from the Russian market.The adjusted cash EPS was announced to be at $4.55, up by 14%, also excluding Russia.

Corpay Inc.: Product Innovation & Market Fit As A Key Growth Catalyst! - Major Drivers

<ul>
<li>Corpay's first quarter of 2024 showcased a balanced reflection of the company's market dynamics and internal strategic adjustments, leading into the fiscal year.</li>
<li>Noteworthy from the comprehensive discussion on Corpay's strategies and financial status are several areas of performance and forward-looking strategies that could influence an investment stance.</li>
<li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li>
</ul>


Corpay's first quarter of 2024 showcased a balanced reflection of the company's market dynamics and internal strategic adjustments, leading into the fiscal year.
Noteworthy from the comprehensive discussion on Corpay's strategies and financial status are several areas of performance and forward-looking strategies that could influence an investment stance.
Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.


Corpay Inc.: How Will They Survive The North American Vehicle Business Challenges?  - Major Drivers

United States

Corpay, Inc. operates as a business payments company. The Company offers global payment, currency risk management, and invoice automation solutions which help businesses to control, simplify, and secure payment for vehicle related expenses, general payables, tolls, insurance, and lodging expenses. Corpay serves customers worldwide.

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Corpay (CPAY US)

Corpay Is Cracking the Enterprise Market with Mega Account Win: Here’s What’s Driving Its Growth!

Corpay reported its first quarter of fiscal 2025, presenting a mixed yet promising picture for investors. The company generated revenue of $1.6...

Baptista Research

Corpay Enjoying The Corporate Payments Boom—Will New Products Drive the Next Growth Wave?

Corpay's fourth quarter and full-year 2024 performance presents a mixed picture with several strategic insights for potential investors. From a...

Baptista Research

Corpay: Will Its Expansion in Corporate Payments Bring A Shift In The Competitive Dynamics? - Major Drivers

Corpay recently announced its financial results for the third quarter of 2024, which were generally in line with company expectations. The firm...

Baptista Research

Corpay Inc.: Product Innovation & Market Fit As A Key Growth Catalyst! - Major Drivers

The latest earnings for Corpay outlined a comprehensive narrative of the company’s financial performance for the second quarter of 2024, its...

Baptista Research

Corpay Inc.: How Will They Survive The North American Vehicle Business Challenges? - Major Drivers

Corpay's first quarter of 2024 showcased a balanced reflection of the company's market dynamics and internal strategic adjustments, leading into...

Baptista Research

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