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>Herc Holdings, Inc. reported mixed results in their third-quarter earnings call for 2025, underpinned by achievements in integration and challenges related to the broader economic environment.</li>
<li>The earnings call emphasized the successful integration of H&amp;E Equipment Services, which Herc acquired, highlighting significant progress in aligning systems and operations.</li>
<li>Within just 90 days, Herc transitioned H&amp;E's operations from SAP to Herc's customized platforms, demonstrating operational efficiency and technological strategy.</li>
</ul>


Herc Holdings, Inc. reported mixed results in their third-quarter earnings call for 2025, underpinned by achievements in integration and challenges related to the broader economic environment.
The earnings call emphasized the successful integration of H&amp;E Equipment Services, which Herc acquired, highlighting significant progress in aligning systems and operations.
Within just 90 days, Herc transitioned H&amp;E's operations from SAP to Herc's customized platforms, demonstrating operational efficiency and technological strategy.


Herc Holdings: Will Its Focus On The Specialty Markets Pay Off?

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Herc Holdings (HRI) is the third-largest equipment rental company, recently acquiring H&amp;E to strengthen its market position.</li><li>HRI has improved its operations since separating from Hertz, adopting successful strategies from industry leaders.</li><li>Despite a narrower competitive advantage, HRI is seen as undervalued with resilient earnings expected even during recessions.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Herc Holdings (HRI) is the third-largest equipment rental company, recently acquiring H&amp;E to strengthen its market position.HRI has improved its operations since separating from Hertz, adopting successful strategies from industry leaders.Despite a narrower competitive advantage, HRI is seen as undervalued with resilient earnings expected even during recessions.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Herc Holdings Inc (HRI) - Wednesday, Jun 4, 2025

<ul>
<li>Herc Holdings' latest earnings provide a comprehensive view of the company's current operational and financial standing.</li>
<li>Viewing the data from a neutral perspective, both positive and negative aspects emerge that can inform an investment thesis.</li>
<li>On the positive side, Herc Holdings continues to demonstrate resilience and adaptability amidst challenging macroeconomic conditions.</li>
</ul>


Herc Holdings' latest earnings provide a comprehensive view of the company's current operational and financial standing.
Viewing the data from a neutral perspective, both positive and negative aspects emerge that can inform an investment thesis.
On the positive side, Herc Holdings continues to demonstrate resilience and adaptability amidst challenging macroeconomic conditions.


Herc Holdings: The Mega Project Pipeline Is A Pivotal Growth Lever!

<ul>
<li>Herc Holdings, operating through its principal brand Herc Rentals, reported its fourth quarter and full year 2024 results showcasing a diversified growth strategy and addressing dynamic market conditions.</li>
<li>A significant factor in the company's performance was its expansionary strategy, which saw the opening of 23 greenfield branches and the acquisition of 28 locations, emphasizing its urban market growth strategy.</li>
<li>These strategic moves have amplified Herc Holdings' market presence, especially in key metropolitan areas, driving improvements in revenue efficiencies.</li>
</ul>


Herc Holdings, operating through its principal brand Herc Rentals, reported its fourth quarter and full year 2024 results showcasing a diversified growth strategy and addressing dynamic market conditions.
A significant factor in the company's performance was its expansionary strategy, which saw the opening of 23 greenfield branches and the acquisition of 28 locations, emphasizing its urban market growth strategy.
These strategic moves have amplified Herc Holdings' market presence, especially in key metropolitan areas, driving improvements in revenue efficiencies.


Herc Holdings Inc.: Fleet Optimization & Efficiency Driving Our Optimism!

<ul>
<li>Herc Holdings Inc., a prominent equipment rental company, recently delivered its financial results for the second quarter of 2024, revealing several notable trends that reflect both the company's strategic decisions and broader industry dynamics.</li>
<li>The company has strategically managed to align its operational strategies with market demands, demonstrating an emphasis on increasing market share, enhancing geographic density, optimizing fleet mix, and leveraging technology.</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>


Herc Holdings Inc., a prominent equipment rental company, recently delivered its financial results for the second quarter of 2024, revealing several notable trends that reflect both the company's strategic decisions and broader industry dynamics.
The company has strategically managed to align its operational strategies with market demands, demonstrating an emphasis on increasing market share, enhancing geographic density, optimizing fleet mix, and leveraging technology.
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.


Herc Holdings Inc.: Market Positioning & Investment in Mega Projects As A Crucial Growth Lever!

United States

Herc Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, provides equipment rental services in key markets, including construction, industrial and manufacturing, refineries, petrochemicals, civil infrastructure, automotive, government, municipalities, energy, remediation, and emergency response.

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Herc Holdings (HRI US)

Herc Holdings: Will Its Focus On The Specialty Markets Pay Off?

Herc Holdings, Inc. reported mixed results in their third-quarter earnings call for 2025, underpinned by achievements in integration and challenges...

Baptista Research

Herc Holdings Inc (HRI) - Wednesday, Jun 4, 2025

The author views Herc Holdings as an undervalued investment with strong growth potential post-acquisition, despite its narrower competitive edge in...

Value Investors Club (VIC)

Herc Holdings: The Mega Project Pipeline Is A Pivotal Growth Lever!

Herc Holdings' latest earnings provide a comprehensive view of the company's current operational and financial standing.

Baptista Research

Herc Holdings Inc.: Fleet Optimization & Efficiency Driving Our Optimism!

These strategic moves have amplified Herc Holdings' market presence, especially in key metropolitan areas, driving improvements in revenue...

Baptista Research

Herc Holdings Inc.: Market Positioning & Investment in Mega Projects As A Crucial Growth Lever!

Herc Holdings Inc., a prominent equipment rental company, recently delivered its financial results for the second quarter of 2024

Baptista Research

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