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>MetLife Inc.'s second quarter 2025 results indicate a mixed performance amidst a dynamic economic environment, reflecting the company's efforts in executing its New Frontier growth strategy.</li><li>Adjusted earnings were reported at $1.4 billion, equating to $2.02 per share, a decline from the previous year, driven by less favorable underwriting results and investment margins.</li><li>The company's return on equity stood at 14.6%, near its mid-teen target range, reflecting efficiency despite varied investment outcomes.</li></ul>

MetLife Inc.'s second quarter 2025 results indicate a mixed performance amidst a dynamic economic environment, reflecting the company's efforts in executing its New Frontier growth strategy.Adjusted earnings were reported at $1.4 billion, equating to $2.02 per share, a decline from the previous year, driven by less favorable underwriting results and investment margins.The company's return on equity stood at 14.6%, near its mid-teen target range, reflecting efficiency despite varied investment outcomes.

MetLife: Strategic Deployment of Chariot Re

<ul><li>MetLife has reported its first quarter 2025 earnings, which reflect both opportunities and challenges in the current economic climate.</li><li>Adjusted earnings rose to $1.3 billion or $1.96 per share, representing a 7% increase from the same period last year.</li><li>These results were bolstered by favorable underwriting, increased volume growth, and improved variable investment income, all of which contributed positively to the company's overall financial performance.</li></ul>

MetLife has reported its first quarter 2025 earnings, which reflect both opportunities and challenges in the current economic climate.Adjusted earnings rose to $1.3 billion or $1.96 per share, representing a 7% increase from the same period last year.These results were bolstered by favorable underwriting, increased volume growth, and improved variable investment income, all of which contributed positively to the company's overall financial performance.

MetLife: A $3 Billion Buyback & The PineBridge Deal—Is This the Ultimate Capital Play?

<ul><li>MetLife reported strong fourth quarter and full-year 2024 results, with adjusted earnings marking an increase and signaling resilience amid varied economic conditions, including fluctuating interest rates and inflation concerns.</li><li>This performance came amidst the conclusion of their five-year strategy, Next Horizon, from which the company exceeded all financial commitments and launched its New Frontier strategy, targeting improved growth dynamics.</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>

MetLife reported strong fourth quarter and full-year 2024 results, with adjusted earnings marking an increase and signaling resilience amid varied economic conditions, including fluctuating interest rates and inflation concerns.This performance came amidst the conclusion of their five-year strategy, Next Horizon, from which the company exceeded all financial commitments and launched its New Frontier strategy, targeting improved growth dynamics.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.

MetLife Inc.: The Retirement & Income Solutions (RIS) Growth & Key Growth Levers!

<ul><li>MetLife's third-quarter 2024 results present a complex financial landscape shaped by investments, market conditions, and strategic initiatives across different regions.</li><li>The company reported adjusted earnings of $1.4 billion or $1.95 per share, slightly adjusted to $1.93 per share after accounting for notable items.</li><li>This reflects the challenges and operational realities amid variable investment income pressures and market dynamics.</li></ul>

MetLife's third-quarter 2024 results present a complex financial landscape shaped by investments, market conditions, and strategic initiatives across different regions.The company reported adjusted earnings of $1.4 billion or $1.95 per share, slightly adjusted to $1.93 per share after accounting for notable items.This reflects the challenges and operational realities amid variable investment income pressures and market dynamics.

MetLife Inc: Dealing With The Japan Market Dynamics & Executing Strategic Diversification To Up Their Game! - Major Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>In last week's 2/25/25 Compass, we discussed our expectation for near-term downside as the S&amp;P 500 and Nasdaq 100 (QQQ) displayed several bearish short-term developments.</li>
<li>We said don't be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers</li>
<li>The S&amp;P 500 and Nasdaq 100 (QQQ) are testing major confluence of support at 5770-5850 and $490-$500, respectively, the first of our potential bottom levels discussed last week.</li>
</ul>


In last week's 2/25/25 Compass, we discussed our expectation for near-term downside as the S&amp;P 500 and Nasdaq 100 (QQQ) displayed several bearish short-term developments.
We said don't be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers
The S&amp;P 500 and Nasdaq 100 (QQQ) are testing major confluence of support at 5770-5850 and $490-$500, respectively, the first of our potential bottom levels discussed last week.


S&P 500 and Nasdaq 100 Testing Initial Support; Russell and Nasdaq With Bullish Breadth Divergences

United States

MetLife, Inc. provides individual insurance, employee benefits and financial services with operations throughout the United States and the regions of Latin America, Europe, and Asia Pacific. The Company's products include life insurance, annuities, automobile and homeowners insurance, retail banking and other financial services to individuals as well as group insurance.

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Metlife Inc (MET US)

MetLife: Strategic Deployment of Chariot Re

MetLife Inc.'s second quarter 2025 results indicate a mixed performance amidst a dynamic economic environment, reflecting the company's efforts in...

Baptista Research

MetLife: A $3 Billion Buyback & The PineBridge Deal—Is This the Ultimate Capital Play?

MetLife has reported its first quarter 2025 earnings, which reflect both opportunities and challenges in the current economic climate. Adjusted...

Baptista Research

MetLife Inc.: The Retirement & Income Solutions (RIS) Growth & Key Growth Levers!

MetLife reported strong fourth quarter and full-year 2024 results, with adjusted earnings marking an increase and signaling resilience amid varied...

Baptista Research

MetLife Inc: Dealing With The Japan Market Dynamics & Executing Strategic Diversification To Up Their Game! - Major Drivers

MetLife's third-quarter 2024 results present a complex financial landscape shaped by investments, market conditions, and strategic initiatives...

Baptista Research

S&P 500 and Nasdaq 100 Testing Initial Support; Russell and Nasdaq With Bullish Breadth Divergences

$SPX and $QQQ $NDX Testing Initial Supports at 5770-5850 and $490-$500; Russell 2000 $IWM and Nasdaq 100 Bullish Breadth Divergences (% above 20-...

Vermilion Research

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