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>Henry Schein Inc. presented its first-quarter 2025 financial results, showcasing both positive developments and areas of concern for investors.</li><li>The company reported total sales of $3.2 billion, a slight decline of 0.1% compared to the first quarter of 2024.</li><li>This decrease was primarily impacted by a 1.5% negative effect due to foreign currency exchange fluctuations.</li></ul>

Henry Schein Inc. presented its first-quarter 2025 financial results, showcasing both positive developments and areas of concern for investors.The company reported total sales of $3.2 billion, a slight decline of 0.1% compared to the first quarter of 2024.This decrease was primarily impacted by a 1.5% negative effect due to foreign currency exchange fluctuations.

Henry Schein: Is The Continued Growth in Home Solutions Expected To Last?

<ul><li>Henry Schein, Inc. recently reported its earnings for the fourth quarter of 2024, revealing several dynamics within its business operations and financial performance.</li><li>The company, known for its dental and medical products distribution as well as specialty and technology services, presented mixed results indicative of market conditions and internal strategic shifts.</li><li>Positively, Henry Schein reported global sales of $3.2 billion, marking a 5.8% growth compared to the prior year.</li></ul>

Henry Schein, Inc. recently reported its earnings for the fourth quarter of 2024, revealing several dynamics within its business operations and financial performance.The company, known for its dental and medical products distribution as well as specialty and technology services, presented mixed results indicative of market conditions and internal strategic shifts.Positively, Henry Schein reported global sales of $3.2 billion, marking a 5.8% growth compared to the prior year.

Henry Schein: These Are The 5 Biggest Challenges That Could Hinder Its Growth in Future!

<ul><li>Henry Schein, a global leader in healthcare products and services, has faced significant scrutiny following the intervention of activist investor Anynam.</li><li>With demands for a new CEO, strategic cost cuts, and a refined approach to capital allocation, Anynam has raised concerns over Henry Schein’s performance and governance.</li><li>The activist’s recommendations include splitting the company’s dental and medical businesses, enhancing operational efficiencies, and reassessing leadership for improved shareholder returns.</li></ul>

Henry Schein, a global leader in healthcare products and services, has faced significant scrutiny following the intervention of activist investor Anynam.With demands for a new CEO, strategic cost cuts, and a refined approach to capital allocation, Anynam has raised concerns over Henry Schein’s performance and governance.The activist’s recommendations include splitting the company’s dental and medical businesses, enhancing operational efficiencies, and reassessing leadership for improved shareholder returns.

Inside Henry Schein's Game Plan: Will Anynam's Shake-Up Deliver Results?

<ul><li>Henry Schein's third quarter 2024 earnings reflect a blend of strategic advancements and ongoing recovery efforts from prior challenges.</li><li>The company reported global sales of $3.2 billion, marking a modest overall growth of 0.4% year-over-year.</li><li>A significant contributor to this growth came from acquisitions, which added 3.2% to sales, although local currency internal sales slightly decreased by 2.6%.</li></ul>

Henry Schein's third quarter 2024 earnings reflect a blend of strategic advancements and ongoing recovery efforts from prior challenges.The company reported global sales of $3.2 billion, marking a modest overall growth of 0.4% year-over-year.A significant contributor to this growth came from acquisitions, which added 3.2% to sales, although local currency internal sales slightly decreased by 2.6%.

Henry Schein Inc.: How Is It Dealing With The Dental and Medical Market Dynamics & Other Challenges? - Drivers

<ul><li>In the second quarter of 2024, Henry Schein delivered a solid financial performance, underscoring its resilience amid challenging market conditions.</li><li>The company reported robust operating cash flow and an increase in gross margin, reflecting the benefit of strategic initiatives focusing on high-growth, high-margin products and services, as well as recent acquisitions.</li><li>However, the recovery from a cyber incident last year has been progressing slower than initially anticipated, impacting sales momentum.</li></ul>

In the second quarter of 2024, Henry Schein delivered a solid financial performance, underscoring its resilience amid challenging market conditions.The company reported robust operating cash flow and an increase in gross margin, reflecting the benefit of strategic initiatives focusing on high-growth, high-margin products and services, as well as recent acquisitions.However, the recovery from a cyber incident last year has been progressing slower than initially anticipated, impacting sales momentum.

Henry Schein Inc.: A Tale Of Expansion into Owned Brands and Portfolio Diversification! - Major Drivers

United States

Henry Schein, Inc. distributes healthcare products and services, including practice management software, to office-based healthcare practitioners.  The Company has operations in North America and other countries.  Henry Schein's operations include direct marketing, telesales, and field sales.

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Henry Schein (HSIC US)

Henry Schein: Is The Continued Growth in Home Solutions Expected To Last?

Henry Schein Inc. presented its first-quarter 2025 financial results, showcasing both positive developments and areas of concern for...

Baptista Research

Henry Schein: These Are The 5 Biggest Challenges That Could Hinder Its Growth in Future!

Henry Schein, Inc. recently reported its earnings for the fourth quarter of 2024, revealing several dynamics within its business operations and...

Baptista Research

Inside Henry Schein's Game Plan: Will Anynam's Shake-Up Deliver Results?

Henry Schein, a global leader in healthcare products and services, has faced significant scrutiny following the intervention of activist investor...

Baptista Research

Henry Schein Inc.: How Is It Dealing With The Dental and Medical Market Dynamics & Other Challenges? - Drivers

Henry Schein's third quarter 2024 earnings reflect a blend of strategic advancements and ongoing recovery efforts from prior challenges. The...

Baptista Research

Henry Schein Inc.: A Tale Of Expansion into Owned Brands and Portfolio Diversification! - Major Drivers

In the second quarter of 2024, Henry Schein delivered a solid financial performance, underscoring its resilience amid challenging market...

Baptista Research

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