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>The third-quarter results for Intuit's fiscal year 2025 illustrate a strong performance across multiple segments, driven primarily by its robust AI capabilities and strategic innovations.</li><li>Intuit reported a 15% increase in revenue, with significant contributions from both its Consumer Group and Global Business Solutions Group.</li><li>This quarter, the company raised its financial targets, attributing its success to its AI-driven platform which enhances customer interaction and streamlines processes for consumers, businesses, and accountants.</li></ul>

The third-quarter results for Intuit's fiscal year 2025 illustrate a strong performance across multiple segments, driven primarily by its robust AI capabilities and strategic innovations.Intuit reported a 15% increase in revenue, with significant contributions from both its Consumer Group and Global Business Solutions Group.This quarter, the company raised its financial targets, attributing its success to its AI-driven platform which enhances customer interaction and streamlines processes for consumers, businesses, and accountants.

Intuit Inc.: Its Expansion into QuickBooks Advanced and Intuit Enterprise Suite & Other Major Drivers!

<ul><li>Intuit, a prominent player in the financial technology sector, recently reported its second quarter earnings for fiscal year 2025, showcasing a robust performance across various segments.</li><li>The company reported a substantial 17% increase in total revenue, reaching $4 billion, and demonstrated significant profitability with a 61% rise in GAAP operating income.</li><li>Non-GAAP operating income also saw an impressive increase of 26%, highlighting operational efficiencies.</li></ul>

Intuit, a prominent player in the financial technology sector, recently reported its second quarter earnings for fiscal year 2025, showcasing a robust performance across various segments.The company reported a substantial 17% increase in total revenue, reaching $4 billion, and demonstrated significant profitability with a 61% rise in GAAP operating income.Non-GAAP operating income also saw an impressive increase of 26%, highlighting operational efficiencies.

Intuit’s Expansion & Implementation of AI Technologies  – Will It Cause A Major Jump In The Top-Line?

<ul><li>Intuit's first-quarter results for fiscal 2025 indicate a strong start to the year, marked by a 10% revenue growth and a solid performance from its Global Business Solutions Group, with Online Ecosystem revenue climbing 20%.</li><li>The company maintains optimism about its capability to achieve double-digit revenue growth and margin expansion over the fiscal year.</li><li>Intuit underscores its status as a leading player in the AI-driven financial service sector, leveraging its expansive data capabilities to enhance customer experiences and disrupt established tax and accounting services categories.</li></ul>

Intuit's first-quarter results for fiscal 2025 indicate a strong start to the year, marked by a 10% revenue growth and a solid performance from its Global Business Solutions Group, with Online Ecosystem revenue climbing 20%.The company maintains optimism about its capability to achieve double-digit revenue growth and margin expansion over the fiscal year.Intuit underscores its status as a leading player in the AI-driven financial service sector, leveraging its expansive data capabilities to enhance customer experiences and disrupt established tax and accounting services categories.

Intuit Inc.: Early Marketing Strategy & Tax Innovations As A Pivotal Factor Driving Growth! - Major Drivers

<ul><li>Intuit Inc. delivered strong financial results for the fourth quarter and full fiscal year 2024, highlighting the success of its strategic initiatives, particularly its AI-driven expert platform.</li><li>This strategy is at the core of Intuit's operations and future growth, focusing on providing AI-enhanced solutions that make financial management more streamlined and efficient for both consumers and businesses.</li><li>Intuit reported a 13% revenue growth for fiscal year 2024, with the fourth quarter alone seeing a 17% increase.</li></ul>

Intuit Inc. delivered strong financial results for the fourth quarter and full fiscal year 2024, highlighting the success of its strategic initiatives, particularly its AI-driven expert platform.This strategy is at the core of Intuit's operations and future growth, focusing on providing AI-enhanced solutions that make financial management more streamlined and efficient for both consumers and businesses.Intuit reported a 13% revenue growth for fiscal year 2024, with the fourth quarter alone seeing a 17% increase.

Intuit Inc.: Its Mid-Market Expansion & AI Investments Drive Our Optimism! - Major Drivers

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.</li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> and <a href="https://www.smartkarma.com/entities/deckers-outdoor-corp" target="_blank" data-smartkarma-citation="entities:3028:1" rel="noopener">Deckers Outdoor (DECK US)</a> replace <a href="https://www.smartkarma.com/entities/zions-bancorporation" target="_blank" data-smartkarma-citation="entities:9490:1" rel="noopener">Zions Bancorporation (ZION US)</a> and <a href="https://www.smartkarma.com/entities/whirlpool-corp" target="_blank" data-smartkarma-citation="entities:1538:1" rel="noopener">Whirlpool Corp (WHR US)</a> in the S&amp;P500. 2 changes to 400, 6 to 600.</li>
<li>The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.</li>
</ul>


On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.

Super Micro Computer (SMCI US) and Deckers Outdoor (DECK US) replace Zions Bancorporation (ZION US) and Whirlpool Corp (WHR US) in the S&amp;P500. 2 changes to 400, 6 to 600.
The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.


S&P 500/400/600 Index Rebal - It's Not The Trade You Think

United States

Intuit Inc. develops and markets business and financial management software solutions for small and medium sized businesses, financial institutions, consumers, and accounting professionals  The Company provides software for small business management and payroll processing, personal finance, and tax preparation and filing.

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Intuit Inc (INTU US)

Intuit Inc.: Its Expansion into QuickBooks Advanced and Intuit Enterprise Suite & Other Major Drivers!

The third-quarter results for Intuit's fiscal year 2025 illustrate a strong performance across multiple segments, driven primarily by its robust...

Baptista Research

Intuit’s Expansion & Implementation of AI Technologies – Will It Cause A Major Jump In The Top-Line?

Intuit, a prominent player in the financial technology sector, recently reported its second quarter earnings for fiscal year 2025, showcasing a...

Baptista Research

Intuit Inc.: Early Marketing Strategy & Tax Innovations As A Pivotal Factor Driving Growth! - Major Drivers

Intuit's first-quarter results for fiscal 2025 indicate a strong start to the year, marked by a 10% revenue growth and a solid performance from...

Baptista Research

Intuit Inc.: Its Mid-Market Expansion & AI Investments Drive Our Optimism! - Major Drivers

Intuit Inc. delivered strong financial results for the fourth quarter and full fiscal year 2024, highlighting the success of its strategic...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Intuit Inc.: Its Expansion into QuickBooks Advanced and Intuit Enterprise Suite & Other Major Drivers!

The third-quarter results for Intuit's fiscal year 2025 illustrate a strong performance across multiple segments, driven primarily by its robust...

Baptista Research

Intuit’s Expansion & Implementation of AI Technologies – Will It Cause A Major Jump In The Top-Line?

Intuit, a prominent player in the financial technology sector, recently reported its second quarter earnings for fiscal year 2025, showcasing a...

Baptista Research

Intuit Inc.: Early Marketing Strategy & Tax Innovations As A Pivotal Factor Driving Growth! - Major Drivers

Intuit's first-quarter results for fiscal 2025 indicate a strong start to the year, marked by a 10% revenue growth and a solid performance from...

Baptista Research

Intuit Inc.: Its Mid-Market Expansion & AI Investments Drive Our Optimism! - Major Drivers

Intuit Inc. delivered strong financial results for the fourth quarter and full fiscal year 2024, highlighting the success of its strategic...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

​The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...