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>Radian Group’s second quarter 2026 results reflect a transformative phase after its acquisition of Inigo, marking a strategic shift from a primarily U.S.-focused mortgage insurer to a global multiline specialty insurer.</li><li>The company executed significant divestitures of non-core businesses, including real estate services and title services, in line with its strategy to simplify its portfolio and concentrate on insurance operations.</li><li>This repositioning has materially expanded its product mix and geographic reach while reducing organizational complexity.</li></ul>

Radian Group’s second quarter 2026 results reflect a transformative phase after its acquisition of Inigo, marking a strategic shift from a primarily U.S.-focused mortgage insurer to a global multiline specialty insurer.The company executed significant divestitures of non-core businesses, including real estate services and title services, in line with its strategy to simplify its portfolio and concentrate on insurance operations.This repositioning has materially expanded its product mix and geographic reach while reducing organizational complexity.

Radian Group’s Inigo Deal Has More Than Doubled Net Earned Premiums!

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Research Reinvented

<ul>
  <li>Radian is undergoing a strategic transformation from a pure-play U.S. mortgage insurer into a diversified, global specialty insurer with the acquisition of Inigo, which is expected to double revenue and be accretive to EPS.</li>
  <li>The core Mortgage Insurance (MI) segment remains robust, benefiting from strong persistency and favorable credit trends, providing a stable foundation for growth and capital deployment.</li>
  <li>Valuation appears moderate, with key metrics trading in line with MI peers. The company offers a consistent and growing dividend, supported by strong financial performance.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Radian is undergoing a strategic transformation from a pure-play U.S. mortgage insurer into a diversified, global specialty insurer with the acquisition of Inigo, which is expected to double revenue and be accretive to EPS.
  The core Mortgage Insurance (MI) segment remains robust, benefiting from strong persistency and favorable credit trends, providing a stable foundation for growth and capital deployment.
  Valuation appears moderate, with key metrics trading in line with MI peers. The company offers a consistent and growing dividend, supported by strong financial performance.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

<ul><li>Radian Group reported its first quarter 2026 results following its transformation into a global multiline specialty insurer, notably marked by the February closing of its acquisition of Inigo, a specialty insurance business.</li><li>This marks the company’s initial quarter reflecting combined results across two distinct insurance segments: its longstanding Mortgage Insurance business and the recently acquired Specialty Insurance segment.</li><li>The Mortgage Insurance segment demonstrated steady operational performance, with a 3% year-over-year growth in its in-force portfolio to $282 billion and a 42% increase in new insurance written to $13.5 billion.</li></ul>

Radian Group reported its first quarter 2026 results following its transformation into a global multiline specialty insurer, notably marked by the February closing of its acquisition of Inigo, a specialty insurance business.This marks the company’s initial quarter reflecting combined results across two distinct insurance segments: its longstanding Mortgage Insurance business and the recently acquired Specialty Insurance segment.The Mortgage Insurance segment demonstrated steady operational performance, with a 3% year-over-year growth in its in-force portfolio to $282 billion and a 42% increase in new insurance written to $13.5 billion.

Radian Group’s $1.7 Billion Inigo Deal: Can Specialty Insurance Redefine The Story?

<ul><li>Radian Group reported solid financial results for the fourth quarter and full year 2025, marked by growth in its core mortgage insurance business and a strategic acquisition that signals a shift toward broader insurance offerings.</li><li>The company’s mortgage insurance in force portfolio reached an all-time high of $283 billion, supported by a 6% year-over-year growth in new insurance written, reflecting ongoing demand and pricing discipline.</li><li>Net income from continuing operations was $159 million, or $1.15 per share, in the fourth quarter and $618 million, or $4.39 per share, for the full year.</li></ul>

Radian Group reported solid financial results for the fourth quarter and full year 2025, marked by growth in its core mortgage insurance business and a strategic acquisition that signals a shift toward broader insurance offerings.The company’s mortgage insurance in force portfolio reached an all-time high of $283 billion, supported by a 6% year-over-year growth in new insurance written, reflecting ongoing demand and pricing discipline.Net income from continuing operations was $159 million, or $1.15 per share, in the fourth quarter and $618 million, or $4.39 per share, for the full year.

Radian Group: A Closer Look at The Bold Inigo Deal Transforming Its Growth Playbook!

<ul><li>Radian Group reported robust financial performance for the third quarter of 2025, highlighting strong operational metrics in its core mortgage insurance segment.</li><li>The company's mortgage insurance portfolio continued to expand, reaching an all-time high of $281 billion in insurance in force (IIF).</li><li>Net premiums for the quarter hit their highest level in over three years, driven by the issuance of new insurance worth $15.5 billion—a 15% increase compared to the previous year.</li></ul>

Radian Group reported robust financial performance for the third quarter of 2025, highlighting strong operational metrics in its core mortgage insurance segment.The company's mortgage insurance portfolio continued to expand, reaching an all-time high of $281 billion in insurance in force (IIF).Net premiums for the quarter hit their highest level in over three years, driven by the issuance of new insurance worth $15.5 billion—a 15% increase compared to the previous year.

Radian Group Reinvents Itself With the Inigo Deal—A Bold Leap Into Global Specialty Insurance!

United States

Radian Group Inc. provides financial guarantee insurance.  The Company's products and services enable homebuyers to purchase homes more quickly and with smaller down payments, protect lenders against loan default, and lower the costs of mortgage origination and servicing.  Radian also provides insurance and reinsurance to investors in corporate, municipal, and asset-backed securities.

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