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>Frontdoor, Inc. reported strong financial and operational results for the first quarter of 2025, amidst a challenging macroeconomic environment.</li><li>The company demonstrated notable growth with a 13% increase in revenue to $426 million, driven by organic growth and the integration of the 2-10 Home Buyers Warranty acquisition.</li><li>Net income also rose by 9% to $37 million, while adjusted EBITDA saw a substantial growth of 41%, reaching $100 million.</li></ul>

Frontdoor, Inc. reported strong financial and operational results for the first quarter of 2025, amidst a challenging macroeconomic environment.The company demonstrated notable growth with a 13% increase in revenue to $426 million, driven by organic growth and the integration of the 2-10 Home Buyers Warranty acquisition.Net income also rose by 9% to $37 million, while adjusted EBITDA saw a substantial growth of 41%, reaching $100 million.

Frontdoor’s Digital Revolution: Can 200,000 App Downloads Transform The Home Services Game?

<ul><li>Frontdoor's financial performance in the third quarter of 2024 reflects both achievements and challenges for the company as it navigates a fluctuating market environment.</li><li>The company reported a 3% increase in revenue to $540 million compared to the same period last year, alongside a notable rise in gross profit margin by 550 basis points to reach 57%.</li><li>Net income saw a substantial uptick of 40% to $100 million, while Adjusted EBITDA increased by 29% to $165 million.</li></ul>

Frontdoor's financial performance in the third quarter of 2024 reflects both achievements and challenges for the company as it navigates a fluctuating market environment.The company reported a 3% increase in revenue to $540 million compared to the same period last year, alongside a notable rise in gross profit margin by 550 basis points to reach 57%.Net income saw a substantial uptick of 40% to $100 million, while Adjusted EBITDA increased by 29% to $165 million.

Frontdoor Just Launched a Game-Changing App—Is This the Future of Home Services?

<ul><li>Frontdoor, Inc. reported a strong third quarter performance in 2024, exhibiting improvement over the previous periods.</li><li>A notable achievement was a record gross profit margin of 57%, benefiting significantly from favorable weather and operational enhancements.</li><li>Revenue experienced a modest increase of 3% year-over-year, primarily driven by a surge in demand from the company's on-demand HVAC program, which contributed positively to their non-warranty sales.</li></ul>

Frontdoor, Inc. reported a strong third quarter performance in 2024, exhibiting improvement over the previous periods.A notable achievement was a record gross profit margin of 57%, benefiting significantly from favorable weather and operational enhancements.Revenue experienced a modest increase of 3% year-over-year, primarily driven by a surge in demand from the company's on-demand HVAC program, which contributed positively to their non-warranty sales.

Frontdoor’s Explosive HVAC Boom Poised To Catalyze Growth! - Major Drivers

<ul><li>Frontdoor, Inc. delivered a robust financial performance for the second quarter of 2024, with notable progress on strategic fronts, despite facing macroeconomic challenges and a tough real estate environment.</li><li>The company reported a revenue increase of 4% reaching $542 million and observed a significant expansion in gross margin, up by 470 basis points to 56%.</li><li>Adjusted EBITDA improved by 31% to $158 million, and free cash flow saw a substantial rise, more than doubling to $91 million.</li></ul>

Frontdoor, Inc. delivered a robust financial performance for the second quarter of 2024, with notable progress on strategic fronts, despite facing macroeconomic challenges and a tough real estate environment.The company reported a revenue increase of 4% reaching $542 million and observed a significant expansion in gross margin, up by 470 basis points to 56%.Adjusted EBITDA improved by 31% to $158 million, and free cash flow saw a substantial rise, more than doubling to $91 million.

frontdoor Inc.: Engagement & Upscaling via Technological Advancements & Other Major Developments

<ul><li>Frontdoor, Inc. has reported a promising first quarter of 2024, revealing solid financial performance and operational improvements despite external market challenges.</li><li>The company recorded a 3% increase in revenue reaching $378 million.</li><li>This growth was accompanied by a substantial increase in gross margin, which rose by 510 basis points to 51%, and a 33% rise in adjusted EBITDA, setting a new record for the first quarter at $71 million.</li></ul>

Frontdoor, Inc. has reported a promising first quarter of 2024, revealing solid financial performance and operational improvements despite external market challenges.The company recorded a 3% increase in revenue reaching $378 million.This growth was accompanied by a substantial increase in gross margin, which rose by 510 basis points to 51%, and a 33% rise in adjusted EBITDA, setting a new record for the first quarter at $71 million.

frontdoor Inc.: Brand Revitalization & Marketing Strategy A Game Changer! - Major Drivers

United States

frontdoor, inc. operates as a building sub-contractor. The Company offers home service plans, such as repairs and replacement of electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers, and cooktops. frontdoor serves customers in the United States.

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frontdoor Inc (FTDR US)

Frontdoor’s Digital Revolution: Can 200,000 App Downloads Transform The Home Services Game?

Frontdoor, Inc. reported strong financial and operational results for the first quarter of 2025, amidst a challenging macroeconomic...

Baptista Research

Frontdoor Just Launched a Game-Changing App—Is This the Future of Home Services?

Frontdoor's financial performance in the third quarter of 2024 reflects both achievements and challenges for the company as it navigates a...

Baptista Research

Frontdoor’s Explosive HVAC Boom Poised To Catalyze Growth! - Major Drivers

Frontdoor, Inc. reported a strong third quarter performance in 2024, exhibiting improvement over the previous periods. A notable achievement was a...

Baptista Research

frontdoor Inc.: Engagement & Upscaling via Technological Advancements & Other Major Developments

Frontdoor, Inc. delivered a robust financial performance for the second quarter of 2024, with notable progress on strategic fronts, despite facing...

Baptista Research

frontdoor Inc.: Brand Revitalization & Marketing Strategy A Game Changer! - Major Drivers

Frontdoor, Inc. has reported a promising first quarter of 2024, revealing solid financial performance and operational improvements despite...

Baptista Research

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