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>McKesson Corporation reported robust financial results for its fourth quarter and fiscal year 2025, showing considerable progress and strategic advancement.</li><li>The company's consolidated revenue grew significantly by 16% year-over-year, reaching a record $359 billion.</li><li>Adjusted earnings per diluted share came in at $33.05, a 20% increase compared to the previous year, surpassing long-term growth targets of 12% to 14%.</li></ul>

McKesson Corporation reported robust financial results for its fourth quarter and fiscal year 2025, showing considerable progress and strategic advancement.The company's consolidated revenue grew significantly by 16% year-over-year, reaching a record $359 billion.Adjusted earnings per diluted share came in at $33.05, a 20% increase compared to the previous year, surpassing long-term growth targets of 12% to 14%.

McKesson's Bold Growth Play: 3,300 Providers, AI Investments, & Soaring GLP-1 Revenues!

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Event-Driven

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Before I dig into my regular update, I want to share one chart that caught my eye this week.
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Colin King did a nice job modeling out Lionsgate RemainCo Stub / Starz valuation from last May to now.
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Interesting to see that at one point it was trading at a negative $1 price.
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Before I dig into my regular update, I want to share one chart that caught my eye this week.


Colin King did a nice job modeling out Lionsgate RemainCo Stub / Starz valuation from last May to now.


Interesting to see that at one point it was trading at a negative $1 price.



<ul><li>As markets reel from the reimposition of tariffs on Mexico and Canada, investors are scrambling for stability in a landscape marked by global trade uncertainty and rising macroeconomic risk.</li><li>While the broader market has faltered, McKesson Corporation, the largest drug distributor in the U.S., has quietly emerged as a defensive standout.</li><li>The company's supply chain resilience, diversified business model, and essential role in healthcare delivery position it as a stock that is potentially insulated from the brunt of economic and policy headwinds.</li></ul>

As markets reel from the reimposition of tariffs on Mexico and Canada, investors are scrambling for stability in a landscape marked by global trade uncertainty and rising macroeconomic risk.While the broader market has faltered, McKesson Corporation, the largest drug distributor in the U.S., has quietly emerged as a defensive standout.The company's supply chain resilience, diversified business model, and essential role in healthcare delivery position it as a stock that is potentially insulated from the brunt of economic and policy headwinds.

Is McKesson Wall Street’s Safe Haven? How This Drug Giant Can Thrive In Uncertain Times!

<ul><li>McKesson Corporation's third-quarter fiscal 2025 earnings call reveals a mix of robust financial performance and strategic advancements, balanced by certain challenges.</li><li>The company achieved an 18% revenue increase to $95.3 billion, with a notable 16% growth in adjusted operating profit, reaching $1.5 billion.</li><li>This performance was bolstered by strong contributions from the U.S. Pharmaceutical and Prescription Technology Solutions segments, underscoring the company's operational strength and its diversified business model.</li></ul>

McKesson Corporation's third-quarter fiscal 2025 earnings call reveals a mix of robust financial performance and strategic advancements, balanced by certain challenges.The company achieved an 18% revenue increase to $95.3 billion, with a notable 16% growth in adjusted operating profit, reaching $1.5 billion.This performance was bolstered by strong contributions from the U.S. Pharmaceutical and Prescription Technology Solutions segments, underscoring the company's operational strength and its diversified business model.

McKesson Corporation: Growth in Prescription Technology Solutions (RxTS) to Solidify Its Competitive Advantage!

<ul><li>McKesson Corporation's second quarter fiscal 2025 results present a multidimensional view of the company's current financial standing and future prospects.</li><li>With reported record revenues of $93.7 billion, McKesson demonstrated a robust 21% year-over-year increase, driven significantly by the U.S. Pharmaceutical segment.</li><li>This sector alone witnessed a 23% revenue boost, underscored by the onboarding of a new strategic partner and broadened specialty product distribution.</li></ul>

McKesson Corporation's second quarter fiscal 2025 results present a multidimensional view of the company's current financial standing and future prospects.With reported record revenues of $93.7 billion, McKesson demonstrated a robust 21% year-over-year increase, driven significantly by the U.S. Pharmaceutical segment.This sector alone witnessed a 23% revenue boost, underscored by the onboarding of a new strategic partner and broadened specialty product distribution.

McKesson Corporation: Will Its Cost Optimization & Operational Efficiencies Help Alter The Playing Field? - Major Drivers

United States

McKesson Corporation distributes pharmaceuticals, medical-surgical supplies, and health and beauty care products throughout North America. The Company also develops, implements, and supports software that facilitates the integration of data throughout the health enterprise.  In addition, McKesson offers analytic, care management, and patient solutions for payers.

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Mckesson Corp (MCK US)

McKesson's Bold Growth Play: 3,300 Providers, AI Investments, & Soaring GLP-1 Revenues!

McKesson Corporation reported robust financial results for its fourth quarter and fiscal year 2025, showing considerable progress and strategic...

Baptista Research

Weekly Update (MCK, LBTYA, SNRE, AMRZ)

Before I dig into my regular update, I want to share one chart that caught my eye this week. Colin King did a nice job modeling out Lionsgate...

Richard Howe

Is McKesson Wall Street’s Safe Haven? How This Drug Giant Can Thrive In Uncertain Times!

As markets reel from the reimposition of tariffs on Mexico and Canada, investors are scrambling for stability in a landscape marked by global...

Baptista Research

McKesson Corporation: Growth in Prescription Technology Solutions (RxTS) to Solidify Its Competitive Advantage!

McKesson Corporation's third-quarter fiscal 2025 earnings call reveals a mix of robust financial performance and strategic advancements, balanced...

Baptista Research

McKesson Corporation: Will Its Cost Optimization & Operational Efficiencies Help Alter The Playing Field? - Major Drivers

McKesson Corporation's second quarter fiscal 2025 results present a multidimensional view of the company's current financial standing and future...

Baptista Research

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