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>Paychex, a leading provider of human capital management solutions, has reported a strong start to its fiscal year 2026.</li><li>The company achieved a 17% revenue increase alongside a 5% growth in adjusted diluted earnings per share in the first quarter.</li><li>This robust performance is attributed to successful integration with its recent acquisition, Paycor, and sustained demand for Paychex’s human capital management solutions despite a challenging macroeconomic environment.</li></ul>

Paychex, a leading provider of human capital management solutions, has reported a strong start to its fiscal year 2026.The company achieved a 17% revenue increase alongside a 5% growth in adjusted diluted earnings per share in the first quarter.This robust performance is attributed to successful integration with its recent acquisition, Paycor, and sustained demand for Paychex’s human capital management solutions despite a challenging macroeconomic environment.

Paychex Inc.: PEO & ASO Expansion & Key Growth Catalysts That Are Driving Our Optimism!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>Paychex provides payroll and HR services mainly to small businesses with fewer than 20 employees.</li><li>The stock is considered risky due to high valuation, decreasing demand, and rising competition.</li><li>Recent trends indicate a slowdown in new business applications, which may negatively affect Paychex's future performance.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Paychex provides payroll and HR services mainly to small businesses with fewer than 20 employees.The stock is considered risky due to high valuation, decreasing demand, and rising competition.Recent trends indicate a slowdown in new business applications, which may negatively affect Paychex's future performance.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>The recently disclosed financial performance of Paychex for the third quarter of fiscal 2025 provides a balanced perspective of both achievements and challenges.</li><li>Paychex unveiled a revenue growth of 5% for the quarter, which rises to 6% when discounting the impact from the discontinued Employee Retention Tax Credit (ERTC) program.</li><li>This growth predominantly reflects the robust demand for Paychex’s Human Capital Management (HCM) solutions.</li></ul>

The recently disclosed financial performance of Paychex for the third quarter of fiscal 2025 provides a balanced perspective of both achievements and challenges.Paychex unveiled a revenue growth of 5% for the quarter, which rises to 6% when discounting the impact from the discontinued Employee Retention Tax Credit (ERTC) program.This growth predominantly reflects the robust demand for Paychex’s Human Capital Management (HCM) solutions.

Can Paychex’s PEO Strategy Turn Soaring Health Costs Into a Competitive Advantage?

<ul><li>Paychex's recent earnings presentation shows a nuanced business performance with both strengths and challenges to consider.</li><li>The company reported a 5% increase in total revenue, excluding the expiration of the Employee Retention Tax Credit (ERTC) program, which stands against a 7% revenue growth when adjusted for the ERTC's effects.</li><li>The company's management solutions and PEO (Professional Employer Organization) and insurance solutions have been central to its growth narrative, with corresponding 3% and 7% revenue increases, respectively.</li></ul>

Paychex's recent earnings presentation shows a nuanced business performance with both strengths and challenges to consider.The company reported a 5% increase in total revenue, excluding the expiration of the Employee Retention Tax Credit (ERTC) program, which stands against a 7% revenue growth when adjusted for the ERTC's effects.The company's management solutions and PEO (Professional Employer Organization) and insurance solutions have been central to its growth narrative, with corresponding 3% and 7% revenue increases, respectively.

Paychex Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

<ul><li>Paychex, a leading provider of payroll, human resource, and benefits outsourcing solutions for small-to-medium sized businesses, commenced fiscal year 2025 with a quarter that both showcased resilience and drew attention to some of the challenges the company faces.</li><li>During the earnings call for the first quarter ended August 31, 2024, which featured CEO John Gibson and CFO Bob Schrader, the company outlined various facets of its performance and forward-looking statements.</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>

Paychex, a leading provider of payroll, human resource, and benefits outsourcing solutions for small-to-medium sized businesses, commenced fiscal year 2025 with a quarter that both showcased resilience and drew attention to some of the challenges the company faces.During the earnings call for the first quarter ended August 31, 2024, which featured CEO John Gibson and CFO Bob Schrader, the company outlined various facets of its performance and forward-looking statements.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.

Paychex Inc.: These Are The 4 Biggest Reasons For Our Pessimism! - Major Drivers

United States

Paychex, Inc. provides comprehensive payroll and integrated human resource and employee benefits outsourcing solutions for small- to medium-sized businesses in the United States. The Company's services range from calculating payroll and filing tax payments to administering retirement plans and workers' compensation.

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Paychex Inc (PAYX US)

Paychex Inc.: PEO & ASO Expansion & Key Growth Catalysts That Are Driving Our Optimism!

Paychex, a leading provider of human capital management solutions, has reported a strong start to its fiscal year 2026. The company achieved a 17%...

Baptista Research

Paychex Inc (PAYX) - Sunday, Jun 8, 2025

Paychex (PAYX) provides payroll and HR services to small businesses but faces risks from high valuation, decreasing demand, and increased...

Value Investors Club (VIC)

Can Paychex’s PEO Strategy Turn Soaring Health Costs Into a Competitive Advantage?

The recently disclosed financial performance of Paychex for the third quarter of fiscal 2025 provides a balanced perspective of both achievements...

Baptista Research

Paychex Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

Paychex's recent earnings presentation shows a nuanced business performance with both strengths and challenges to consider. The company reported a...

Baptista Research

Paychex Inc.: These Are The 4 Biggest Reasons For Our Pessimism! - Major Drivers

Paychex, a leading provider of payroll, human resource, and benefits outsourcing solutions for small-to-medium sized businesses, commenced fiscal...

Baptista Research

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