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>Omnicom Group Inc. has recently presented its third-quarter 2025 financial results, alongside strategic updates, including the anticipated closing of the Interpublic acquisition.</li><li>Their organic growth stood at 2.6% for the quarter and 3% for the first nine months, aligning with the company’s annual guidance.</li><li>Omnicom's non-GAAP adjusted EBITDA grew to $551.6 million, with a slight increase in the adjusted EBITDA margin of 10 basis points compared to the previous year.</li></ul>

Omnicom Group Inc. has recently presented its third-quarter 2025 financial results, alongside strategic updates, including the anticipated closing of the Interpublic acquisition.Their organic growth stood at 2.6% for the quarter and 3% for the first nine months, aligning with the company’s annual guidance.Omnicom's non-GAAP adjusted EBITDA grew to $551.6 million, with a slight increase in the adjusted EBITDA margin of 10 basis points compared to the previous year.

<ul><li>Omnicom Group's second-quarter 2025 results reflect a mix of steady performance, strategic advancement, and ongoing operational challenges.</li><li>Organic growth hit 3%, aligning with company expectations, and non-GAAP adjusted EBITDA margin remained stable at 15.3%.</li><li>Non-GAAP adjusted net income per share increased by 5.1%, reaching $2.05.</li></ul>

Omnicom Group's second-quarter 2025 results reflect a mix of steady performance, strategic advancement, and ongoing operational challenges.Organic growth hit 3%, aligning with company expectations, and non-GAAP adjusted EBITDA margin remained stable at 15.3%.Non-GAAP adjusted net income per share increased by 5.1%, reaching $2.05.

Omnicom Group: An Analysis Of Its Adjusted Client Investments, Brand Focus & Key Growth Catalysts!

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

Index Rebalance

<ul>
<li>The $25.6bn acquisition of <a href="https://www.smartkarma.com/entities/interpublic-group-of-companies-inc" target="_blank" data-smartkarma-citation="entities:8544:1" rel="noopener">Interpublic Group Of Companies (IPG US)</a> by <a href="https://www.smartkarma.com/entities/omnicom-group" target="_blank" data-smartkarma-citation="entities:15775:1" rel="noopener">Omnicom Group (OMC US)</a> may close by 11 September, with a possible extension if the merger is delayed.</li>
<li>
<a href="https://www.smartkarma.com/entities/crh-plc-054117b2-cd70-470a-9efc-8f6fab2c83ec" target="_blank" data-smartkarma-citation="entities:28655:1" rel="noopener">CRH plc (CRH US)</a> is forecasted to be the primary replacement candidate of IPG in S&amp;P500, followed by <a href="https://www.smartkarma.com/entities/cheniere-energy-inc" target="_blank" data-smartkarma-citation="entities:16683:1" rel="noopener">Cheniere Energy (LNG US)</a>.</li>
<li>
<a href="https://www.smartkarma.com/entities/crh-plc-054117b2-cd70-470a-9efc-8f6fab2c83ec" target="_blank" data-smartkarma-citation="entities:28655:1" rel="noopener">CRH plc (CRH US)</a> regained eligibility after reporting positive quarterly earnings in August.</li>
</ul>


The $25.6bn acquisition of Interpublic Group Of Companies (IPG US) by Omnicom Group (OMC US) may close by 11 September, with a possible extension if the merger is delayed.

CRH plc (CRH US) is forecasted to be the primary replacement candidate of IPG in S&amp;P500, followed by Cheniere Energy (LNG US).

CRH plc (CRH US) regained eligibility after reporting positive quarterly earnings in August.


CRH (CRH US): Poised for S&P500 Inclusion Amid Positive Earnings and Omnicom–Interpublic Merger

<ul><li>The earnings for Omnicom Group, Inc. provides a detailed analysis of the company's financial performance in the first quarter of 2025, highlighting both achievements and challenges while outlining strategic moves for the future.</li><li>In terms of financial performance, Omnicom reported a 3.4% organic revenue growth, aligning with expectations, driven primarily by strengths in media, advertising, and Precision Marketing disciplines.</li><li>The adjusted EBITDA margin was noted at 13.8%, with non-GAAP adjusted earnings per share increasing by 1.8% to $1.70 compared to the previous year.</li></ul>

The earnings for Omnicom Group, Inc. provides a detailed analysis of the company's financial performance in the first quarter of 2025, highlighting both achievements and challenges while outlining strategic moves for the future.In terms of financial performance, Omnicom reported a 3.4% organic revenue growth, aligning with expectations, driven primarily by strengths in media, advertising, and Precision Marketing disciplines.The adjusted EBITDA margin was noted at 13.8%, with non-GAAP adjusted earnings per share increasing by 1.8% to $1.70 compared to the previous year.

Omnicom Powers Into Healthcare and Precision Marketing: How Its Bold Moves Are Fueling A Growth Surge!

<ul><li>Omnicom Group, a leading global marketing and corporate communications holding company, has reported strong third-quarter results for 2024, showing evidence of effective strategy implementation and robust financial health.</li><li>The company has recorded an organic growth rate of 6.5%, consistent across both its total operations and specifically within the U.S market.</li><li>This performance is primarily driven by notable achievements in the Advertising & Media and Experiential disciplines.</li></ul>

Omnicom Group, a leading global marketing and corporate communications holding company, has reported strong third-quarter results for 2024, showing evidence of effective strategy implementation and robust financial health.The company has recorded an organic growth rate of 6.5%, consistent across both its total operations and specifically within the U.S market.This performance is primarily driven by notable achievements in the Advertising & Media and Experiential disciplines.

Omnicom Group Earnings: The Flywheel & Interpublic Group Merger Are Going To Shape Its Future Beyond 2025!

United States

Omnicom Group Inc. provides advertising, marketing and corporate communications services. The Company's agencies, which operate in major markets around the world, provide a comprehensive range of services including traditional media advertising; customer relationship management ("CRM"); public relations; and specialty communications.

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Omnicom Group (OMC US)

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Omnicom Group Inc. has recently presented its third-quarter 2025 financial results, alongside strategic updates, including the anticipated closing...

Baptista Research

Omnicom Group: An Analysis Of Its Adjusted Client Investments, Brand Focus & Key Growth Catalysts!

Omnicom Group's second-quarter 2025 results reflect a mix of steady performance, strategic advancement, and ongoing operational...

Baptista Research

CRH (CRH US): Poised for S&P500 Inclusion Amid Positive Earnings and Omnicom–Interpublic Merger

After multiple extensions since September, Omnicom now confidently expects to complete its acquisition of Interpublic by the end of November, as...

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Omnicom Powers Into Healthcare and Precision Marketing: How Its Bold Moves Are Fueling A Growth Surge!

The earnings for Omnicom Group, Inc. provides a detailed analysis of the company's financial performance in the first quarter of 2025,...

Baptista Research

Omnicom Group Earnings: The Flywheel & Interpublic Group Merger Are Going To Shape Its Future Beyond 2025!

Omnicom Group, a leading global marketing and corporate communications holding company, has reported strong third-quarter results for 2024,...

Baptista Research

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