Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Equity Bottom-Up

<ul>
<li>Here’s your monthly look at the analysts’ investment ideas – and how they’ve done so far. Plus, the plays that Russell, Theodora, Reda, and Stéphane are watching now.</li>
<li>Every month, we round up how our picks and strategies are performing, and the performance data and links to the original Research Drops.</li>
<li>Our investing ideas have delivered an average absolute annualized return of 46%, outperforming their benchmarks by 22%, with a “hit rate” of 84%.</li>
</ul>


Here’s your monthly look at the analysts’ investment ideas – and how they’ve done so far. Plus, the plays that Russell, Theodora, Reda, and Stéphane are watching now.
Every month, we round up how our picks and strategies are performing, and the performance data and links to the original Research Drops.
Our investing ideas have delivered an average absolute annualized return of 46%, outperforming their benchmarks by 22%, with a “hit rate” of 84%.


How Our Research Picks Have Held Up: December 2025

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.

<ul><li>IDEXX Laboratories, in their third quarter financial review, reported robust performance anchored in their Companion Animal Group (CAG) business.</li><li>The company experienced a 13% increase in overall revenues, with a 12% organic growth, primarily driven by the CAG Diagnostics recurring revenues.</li><li>This growth was particularly notable in the international regions, achieving double-digit growth, while the U.S. saw over 8% growth despite a minor setback of a 1.2% decline in same-store clinical visits.</li></ul>

IDEXX Laboratories, in their third quarter financial review, reported robust performance anchored in their Companion Animal Group (CAG) business.The company experienced a 13% increase in overall revenues, with a 12% organic growth, primarily driven by the CAG Diagnostics recurring revenues.This growth was particularly notable in the international regions, achieving double-digit growth, while the U.S. saw over 8% growth despite a minor setback of a 1.2% decline in same-store clinical visits.

IDEXX Accelerates Its Cancer Dx Revolution With Breakthrough Tools for Early Detection; What's Next?

<ul><li>IDEXX Laboratories, Inc. reported robust financial results for the second quarter of 2025, underpinned by strong execution, particularly in their Companion Animal Group (CAG) business.</li><li>The company's revenue increased 11% as reported and 9% organically.</li><li>Growth was driven notably by advancements in their CAG Diagnostic Recurring Revenues, which benefited from significant CAG instrument sales and a strong international performance.</li></ul>

IDEXX Laboratories, Inc. reported robust financial results for the second quarter of 2025, underpinned by strong execution, particularly in their Companion Animal Group (CAG) business.The company's revenue increased 11% as reported and 9% organically.Growth was driven notably by advancements in their CAG Diagnostic Recurring Revenues, which benefited from significant CAG instrument sales and a strong international performance.

<ul><li>IDEXX Laboratories reported its first-quarter 2025 financial results, revealing a mixed performance with notable areas of strength as well as challenges.</li><li>Overall, IDEXX achieved a 5% organic revenue growth, a figure backed by a 4.5% increase in CAG Diagnostics recurring revenues despite facing a 1.5% headwind from fewer equivalent days.</li><li>The company's veterinary software and diagnostic imaging revenues were particularly strong, showing a 9% organic gain, highlighting robust demand in this segment.</li></ul>

IDEXX Laboratories reported its first-quarter 2025 financial results, revealing a mixed performance with notable areas of strength as well as challenges.Overall, IDEXX achieved a 5% organic revenue growth, a figure backed by a 4.5% increase in CAG Diagnostics recurring revenues despite facing a 1.5% headwind from fewer equivalent days.The company's veterinary software and diagnostic imaging revenues were particularly strong, showing a 9% organic gain, highlighting robust demand in this segment.

IDEXX Laboratories Is Defying Global Economic Shocks—How Is It Thriving Amid Tariff Turbulence & Market Volatility?

<ul>
<li>IDEXX Laboratories,  a $35 billion company, is a global leader in veterinary diagnostics, selling and developing the tools that help vets diagnose and treat animals.</li>
<li>IDEXX operates a highly recurring, subscription-like business model, particularly in its Companion Animal Group (CAG), which accounts for over 90% of its revenue.</li>
<li>IDEXX is a cash-generating, high-return compounder at the center of a booming industry and stock looks undervalued right now.</li>
</ul>


IDEXX Laboratories,  a $35 billion company, is a global leader in veterinary diagnostics, selling and developing the tools that help vets diagnose and treat animals.
IDEXX operates a highly recurring, subscription-like business model, particularly in its Companion Animal Group (CAG), which accounts for over 90% of its revenue.
IDEXX is a cash-generating, high-return compounder at the center of a booming industry and stock looks undervalued right now.


IDEXX: Pet Healthcare Could Be An Investor's Best Friend

United States

IDEXX Laboratories, Inc. provides diagnostic, detection, and information systems for veterinary, food, and water testing applications. The Company also operates an international network of veterinary reference laboratories. IDEXX offers its products to customers worldwide.

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IDEXX Laboratories (IDXX US)

How Our Research Picks Have Held Up: December 2025

Here’s your monthly look at the analysts’ investment ideas – and how they’ve done so far. Plus, the plays that Russell, Theodora, Reda, and...

Finimize Research

IDEXX Accelerates Its Cancer Dx Revolution With Breakthrough Tools for Early Detection; What's Next?

IDEXX Laboratories, in their third quarter financial review, reported robust performance anchored in their Companion Animal Group (CAG)...

Baptista Research

IDEXX Laboratories Hits 10

IDEXX Laboratories, Inc. reported robust financial results for the second quarter of 2025, underpinned by strong execution, particularly in their...

Baptista Research

IDEXX Laboratories Is Defying Global Economic Shocks—How Is It Thriving Amid Tariff Turbulence & Market Volatility?

IDEXX Laboratories reported its first-quarter 2025 financial results, revealing a mixed performance with notable areas of strength as well as...

Baptista Research

IDEXX: Pet Healthcare Could Be An Investor's Best Friend

IDEXX Laboratories is a global leader in veterinary diagnostics, and operates a highly recurring, subscription-like business model, with EBITDA...

Finimize Research

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