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 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!

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

Interactive Brokers Group, Inc / Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the September 2025 index rebal event.</li>
<li>We expect two regular changes in September 2025. There are also multiple live M&amp;A events which are likely to trigger intra-review index changes.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the September 2025 index rebal event.
We expect two regular changes in September 2025. There are also multiple live M&amp;A events which are likely to trigger intra-review index changes.


[Quiddity Index] S&P500/600 Sep25 Rebal: Multiple Intra-Review Changes Possible

<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!

US-EU Index & Corporate Actions Analyst, ORTEX

Harry Kalfas

US-EU Index & Corporate Actions Analyst

Event-Driven

<ul>
<li>The merger between <a href="https://www.smartkarma.com/entities/omnicom-group" target="_blank" data-smartkarma-citation="entities:15775:1" rel="noopener">Omnicom Group (OMC US)</a> and <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> aims to create a marketing powerhouse with $25.6 billion in revenue and $750 million in annual synergies.</li>
<li>Deal spread narrowed due to Omnicom's price drop, signalling market caution over post-merger performance.</li>
<li>The merger’s close, expected in 2025, will impact major US indices on an intra-quarter basis.</li>
</ul>


The merger between Omnicom Group (OMC US) and Interpublic Group Of Companies (IPG US) aims to create a marketing powerhouse with $25.6 billion in revenue and $750 million in annual synergies.
Deal spread narrowed due to Omnicom's price drop, signalling market caution over post-merger performance.
The merger’s close, expected in 2025, will impact major US indices on an intra-quarter basis.


Omnicom and IPG Merger of $25.6B Combined Revenue: Market Reaction and Major US Index Implications

Omnicom Group: Will The Acquisitions Of LeapPoint & Flywheel Up Their Game? - Major Drivers

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)

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

[Quiddity Index] S&P500/600 Sep25 Rebal: Multiple Intra-Review Changes Possible

There are a number of intra-review events (before the Sep rebal) which will likely prompt changes, possibly shrinking the existing pool of likely...

Travis Lundy

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

Omnicom and IPG Merger of $25.6B Combined Revenue: Market Reaction and Major US Index Implications

Omnicom Group Inc. (NYSE: OMC) and The Interpublic Group of Companies, Inc. (NYSE: IPG) to merge in H2 2025 for a $25.6B Combined Revenue - intra...

Harry Kalfas

Omnicom Group: Will The Acquisitions Of LeapPoint & Flywheel Up Their Game? - Major Drivers

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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