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>FTI Consulting's recent earnings report reflects a mixed performance, characterized by both impressive achievements and certain challenges across its various business segments.</li>
<li>The company's overall results indicate a general trend of resilience and adaptability amidst sectoral headwinds.</li>
<li>On the positive side, FTI Consulting reported a record performance in terms of earnings per share (EPS) and adjusted EPS, both increasing by more than 40% compared to the previous year, largely due to strong performances in the Corporate Finance &amp; Restructuring (Corp Fin), Forensic and Litigation Consulting (FLC), and Strategic Communications (Strat Com) segments.</li>
</ul>


FTI Consulting's recent earnings report reflects a mixed performance, characterized by both impressive achievements and certain challenges across its various business segments.
The company's overall results indicate a general trend of resilience and adaptability amidst sectoral headwinds.
On the positive side, FTI Consulting reported a record performance in terms of earnings per share (EPS) and adjusted EPS, both increasing by more than 40% compared to the previous year, largely due to strong performances in the Corporate Finance &amp; Restructuring (Corp Fin), Forensic and Litigation Consulting (FLC), and Strategic Communications (Strat Com) segments.


FTI Consulting Is Navigating Economic Headwinds Trying To Stabilize Operations...

<ul>
<li>FTI Consulting delivered a mixed set of results for the first quarter of 2025 with both positive highlights and some areas of concern.</li>
<li>The company's revenues stood at $898.3 million, representing a 3.3% decrease compared to the same quarter last year.</li>
<li>On a sequential basis compared to the previous quarter, revenues saw a marginal increase.</li>
</ul>


FTI Consulting delivered a mixed set of results for the first quarter of 2025 with both positive highlights and some areas of concern.
The company's revenues stood at $898.3 million, representing a 3.3% decrease compared to the same quarter last year.
On a sequential basis compared to the previous quarter, revenues saw a marginal increase.


FCN US: Segment Performance & Revenue Diversity As a Crucial Factor For Sustained Performance!

Investment Advisor, Upslope Capital Management

Upslope Capital Management

Investment Advisor

Investment advisor for Upslope Partners Fund, LP, a global long/short equity hedge fund.

<ul><li>Q2 saw markets whipsawed in an unprecedentedly deliberate fashion. Markets got slammed when aggressive tariffs were announced.</li><li>They quickly rebounded when relief extensions were granted and “deals” announced. Then they rebounded some more.</li><li>Where does that leave us? No one believes harsh tariffs will be widely implemented. This (lack of tariffs) is a good thing, and it is well reflected in markets and valuations. But markets are now extremely frothy.</li></ul>

Q2 saw markets whipsawed in an unprecedentedly deliberate fashion. Markets got slammed when aggressive tariffs were announced.They quickly rebounded when relief extensions were granted and “deals” announced. Then they rebounded some more.Where does that leave us? No one believes harsh tariffs will be widely implemented. This (lack of tariffs) is a good thing, and it is well reflected in markets and valuations. But markets are now extremely frothy.

Upslope's Quarterly Investor Letter: 2025-Q2 Update

<ul>
<li>FTI Consulting's third quarter 2024 results came in weaker than expected, with a year-on-year revenue growth of only 3.7%, a figure substantially lower than the company's recent quarterly performances and its long-term growth aspirations.</li>
<li>This underperformance was attributed to both external market forces and internal operational delays, impacting revenue more significantly than investments or costs, which have begun impacting the P&amp;L but were not the primary cause of the shortfall this quarter.</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>


FTI Consulting's third quarter 2024 results came in weaker than expected, with a year-on-year revenue growth of only 3.7%, a figure substantially lower than the company's recent quarterly performances and its long-term growth aspirations.
This underperformance was attributed to both external market forces and internal operational delays, impacting revenue more significantly than investments or costs, which have begun impacting the P&amp;L but were not the primary cause of the shortfall this quarter.
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.


FTI Consulting Inc.: Strategic Expansion In Economic Consulting Driving Our Optimism!

<ul>
<li>FTI Consulting's latest earnings for the second quarter of 2024 reflect a period of robust performance and expansion.</li>
<li>The company reported an impressive revenue growth of 12%, predominantly attributed to organic sources, and a notable increase in adjusted EBITDA by 27% year-over-year.</li>
<li>While the quarter saw certain one time factors influencing the results, such as a lower-than-expected tax rate, the company's management highlighted a strong operational performance across most of its operating segments and geographies.</li>
</ul>


FTI Consulting's latest earnings for the second quarter of 2024 reflect a period of robust performance and expansion.
The company reported an impressive revenue growth of 12%, predominantly attributed to organic sources, and a notable increase in adjusted EBITDA by 27% year-over-year.
While the quarter saw certain one time factors influencing the results, such as a lower-than-expected tax rate, the company's management highlighted a strong operational performance across most of its operating segments and geographies.


FTI Consulting Inc. - Enhancement of Technology and Economic Consulting Services

United States

FTI Consulting, Inc. provides corporate finance and restructuring, economic, forensic and litigation, strategic communications, and technology consulting services.  The Company offers restructuring, bankruptcy and performance improvement; antitrust, business valuation and intellectual property; forensic accounting; corporate communications; and computer forensics services.

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Fti Consulting (FCN US)

FTI Consulting Is Navigating Economic Headwinds Trying To Stabilize Operations...

FTI Consulting's recent earnings report reflects a mixed performance, characterized by both impressive achievements and certain challenges across...

Baptista Research

FCN US: Segment Performance & Revenue Diversity As a Crucial Factor For Sustained Performance!

FTI Consulting delivered a mixed set of results for the first quarter of 2025 with both positive highlights and some areas of concern.

Baptista Research

Upslope's Quarterly Investor Letter: 2025-Q2 Update

Q2 saw markets whipsawed in an unprecedentedly deliberate fashion. Markets got slammed when aggressive tariffs were announced. They quickly...

Upslope Capital Management

FTI Consulting Inc.: Strategic Expansion In Economic Consulting Driving Our Optimism!

FTI Consulting's third quarter 2024 results came in weaker than expected, with a year-on-year revenue growth of only 3.7%, a figure substantially...

Baptista Research

FTI Consulting Inc. - Enhancement of Technology and Economic Consulting Services

The company reported an impressive revenue growth of 12%, predominantly attributed to organic sources, and a notable increase in adjusted EBITDA by...

Baptista Research

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