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>HealthEquity delivered solid financial performance for the second quarter of its fiscal year 2026, showcasing robust growth across multiple core metrics.</li><li>The company saw revenues increase by 9% compared to the previous year.</li><li>This growth was driven by a 15% rise in custodial revenues and an 8% increase in interchange revenues, despite a more modest 1% increase in service revenue.</li></ul>

HealthEquity delivered solid financial performance for the second quarter of its fiscal year 2026, showcasing robust growth across multiple core metrics.The company saw revenues increase by 9% compared to the previous year.This growth was driven by a 15% rise in custodial revenues and an 8% increase in interchange revenues, despite a more modest 1% increase in service revenue.

HealthEquity’s Growth Blueprint: Is This the Key To Capturing The $100B+ HSA Market in 2025?

<ul><li>HealthEquity, during its first quarter fiscal year 2026 earnings, reported strong year-over-year growth across several key metrics, despite a challenging macroeconomic environment.</li><li>The company saw a 15% increase in revenue, with total accounts rising by 7% and HSA (Health Savings Accounts) assets growing by 15%.</li><li>This growth included a 9% increase in HSAs, which now total 9.9 million, with assets surpassing $31 billion.</li></ul>

HealthEquity, during its first quarter fiscal year 2026 earnings, reported strong year-over-year growth across several key metrics, despite a challenging macroeconomic environment.The company saw a 15% increase in revenue, with total accounts rising by 7% and HSA (Health Savings Accounts) assets growing by 15%.This growth included a 9% increase in HSAs, which now total 9.9 million, with assets surpassing $31 billion.

HealthEquity Eyes Massive HSA Growth—Can New Legislation Unlock a Financial Windfall?

<ul><li>HealthEquity Inc. has reported its financial results for the fourth quarter and full fiscal year 2025, showing significant growth and strategic developments.</li><li>The company, known for managing health savings accounts (HSAs), achieved robust year-over-year growth across pivotal metrics.</li><li>Revenue increased by 19% to $1.2 billion for the full fiscal year, with a notable 20% uptick from the previous year.</li></ul>

HealthEquity Inc. has reported its financial results for the fourth quarter and full fiscal year 2025, showing significant growth and strategic developments.The company, known for managing health savings accounts (HSAs), achieved robust year-over-year growth across pivotal metrics.Revenue increased by 19% to $1.2 billion for the full fiscal year, with a notable 20% uptick from the previous year.

HealthEquity Is Doubling Down on Growth Through Acquisitions—Can This Bold Move Avoid a Costly Misfire?

<ul><li>HealthEquity's third-quarter fiscal 2025 performance and strategic positioning provide insights into potential investment considerations.</li><li>The company reported a 21% increase in revenue year-over-year, indicating robust growth across key metrics, including adjusted EBITDA and Health Savings Account (HSA) assets.</li><li>Notably, HSA assets grew by 33%, and the number of HSA members increased by 15%, demonstrating positive momentum and expansion within their core offering.</li></ul>

HealthEquity's third-quarter fiscal 2025 performance and strategic positioning provide insights into potential investment considerations.The company reported a 21% increase in revenue year-over-year, indicating robust growth across key metrics, including adjusted EBITDA and Health Savings Account (HSA) assets.Notably, HSA assets grew by 33%, and the number of HSA members increased by 15%, demonstrating positive momentum and expansion within their core offering.

HealthEquity Inc.: The Product & Service Innovation & Other Major Drivers

<ul><li>HealthEquity recently shared its fiscal second quarter 2025 results, showcasing strong growth driven by strategic initiatives and integration gains from the BenefitWallet asset acquisition.</li><li>The company, under the leadership of President and CEO Jon Kessler and CFO James Lucania, outlined its current position and future direction during the latest discussion.</li><li>The company posted impressive financial results, with a 23% year-over-year revenue increase.</li></ul>

HealthEquity recently shared its fiscal second quarter 2025 results, showcasing strong growth driven by strategic initiatives and integration gains from the BenefitWallet asset acquisition.The company, under the leadership of President and CEO Jon Kessler and CFO James Lucania, outlined its current position and future direction during the latest discussion.The company posted impressive financial results, with a 23% year-over-year revenue increase.

HealthEquity Inc: Expansion into Digital and API Solutions & Other Major Drivers

United States

HealthEquity, Inc. provides technology-enabled services platforms that allow consumers to make healthcare saving and spending decisions. Consumers can access their tax-advantaged healthcare savings, compare treatment options and pricing, evaluate and pay healthcare bills, receive personalized benefit and clinical information, and earn wellness incentives.

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Healthequity Inc (HQY US)

HealthEquity’s Growth Blueprint: Is This the Key To Capturing The $100B+ HSA Market in 2025?

HealthEquity delivered solid financial performance for the second quarter of its fiscal year 2026, showcasing robust growth across multiple core...

Baptista Research

HealthEquity Eyes Massive HSA Growth—Can New Legislation Unlock a Financial Windfall?

HealthEquity, during its first quarter fiscal year 2026 earnings, reported strong year-over-year growth across several key metrics, despite a...

Baptista Research

HealthEquity Is Doubling Down on Growth Through Acquisitions—Can This Bold Move Avoid a Costly Misfire?

HealthEquity Inc. has reported its financial results for the fourth quarter and full fiscal year 2025, showing significant growth and strategic...

Baptista Research

HealthEquity Inc.: The Product & Service Innovation & Other Major Drivers

HealthEquity's third-quarter fiscal 2025 performance and strategic positioning provide insights into potential investment considerations. The...

Baptista Research

HealthEquity Inc: Expansion into Digital and API Solutions & Other Major Drivers

HealthEquity recently shared its fiscal second quarter 2025 results, showcasing strong growth driven by strategic initiatives and integration...

Baptista Research

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