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>RPM International's fiscal fourth-quarter and full-year 2025 financial results underscore both its strategic advancements and ongoing challenges within a complex economic backdrop.</li><li>The company's transition to a three-segment operating structure and the execution of its MAP 2025 initiatives have drove record levels in sales, adjusted EBIT, and adjusted EPS.</li><li>This performance is attributed to top-line growth, operational efficiencies, and volume increases in sectors like high-performance building solutions and maintenance services.</li></ul>

RPM International's fiscal fourth-quarter and full-year 2025 financial results underscore both its strategic advancements and ongoing challenges within a complex economic backdrop.The company's transition to a three-segment operating structure and the execution of its MAP 2025 initiatives have drove record levels in sales, adjusted EBIT, and adjusted EPS.This performance is attributed to top-line growth, operational efficiencies, and volume increases in sectors like high-performance building solutions and maintenance services.

RPM International:  Expansion in Consumer & Innovative Product Categories To Up Their Game!

Founder at Stock Spin-off Investing, Stock Spin-Off Investing

Richard Howe

Founder at Stock Spin-off Investing

Stock Spin-Off Investing

Generate attractive returns by taking advantage of inefficiencies in the stock spin-off market.

Stock Spin-offs

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/holcim-ltd-7f60ceaa-51af-4f85-ac5f-114595eb04f3" target="_blank" data-smartkarma-citation="entities:27916" rel="noopener">Holcim (HOLN SW)</a> spun off its construction materials and solutions business into a standalone company on Friday, June 20th.</li>
<li>The new company is called <a href="https://www.smartkarma.com/entities/amrize-ltd" target="_blank" data-smartkarma-citation="entities:45209" rel="noopener">Amrize (AMRZ US)</a>. </li>
<li>The first day of trading will be Monday, June 23, 2025.</li>
</ul>



Holcim (HOLN SW) spun off its construction materials and solutions business into a standalone company on Friday, June 20th.
The new company is called Amrize (AMRZ US). 
The first day of trading will be Monday, June 23, 2025.


<ul><li>RPM International's fiscal 2025 second-quarter results were marked by notable achievements despite macroeconomic challenges.</li><li>The company reported record sales, adjusted EBIT margin, and adjusted EPS amidst a low-growth environment.</li><li>This performance was achieved even in the face of a $4.4 million earnings setback due to a customer bankruptcy in the Consumer Group.</li></ul>

RPM International's fiscal 2025 second-quarter results were marked by notable achievements despite macroeconomic challenges.The company reported record sales, adjusted EBIT margin, and adjusted EPS amidst a low-growth environment.This performance was achieved even in the face of a $4.4 million earnings setback due to a customer bankruptcy in the Consumer Group.

RPM International: Strategic Product & Market Expansions Powering Our ‘Outperform’ Rating!

<ul><li>RPM International delivered a robust performance in the fiscal year 2025 second quarter even amidst a macroeconomic landscape characterized by no to low growth.</li><li>The company set new records in sales, adjusted EBIT margin, and adjusted EPS.</li><li>This achievement is notable considering a significant $4.4 million earnings headwind due to a customer bankruptcy charge in the Consumer Group sector.</li></ul>

RPM International delivered a robust performance in the fiscal year 2025 second quarter even amidst a macroeconomic landscape characterized by no to low growth.The company set new records in sales, adjusted EBIT margin, and adjusted EPS.This achievement is notable considering a significant $4.4 million earnings headwind due to a customer bankruptcy charge in the Consumer Group sector.

RPM International Inc.: Construction Products Group (CPG) & Performance Innovations As A Major Growth Accelerator! - Major Drivers

<ul><li>RPM International's latest financial results demonstrate a mix of operational strengths and existing challenges, providing a nuanced outlook for potential investors.</li><li>The company has showcased resilience amidst a complex economic landscape but also faces hurdles that could impact future performance.</li><li>On the positive side, RPM International has achieved its 11th consecutive quarter of record adjusted EBIT, highlighting the effectiveness of its MAP 2025 initiatives.</li></ul>

RPM International's latest financial results demonstrate a mix of operational strengths and existing challenges, providing a nuanced outlook for potential investors.The company has showcased resilience amidst a complex economic landscape but also faces hurdles that could impact future performance.On the positive side, RPM International has achieved its 11th consecutive quarter of record adjusted EBIT, highlighting the effectiveness of its MAP 2025 initiatives.

RPM International: An Analysis Of Its Adaptation to Market Dynamics & Strategic End-Market Focus & Other Major Drivers

United States

RPM International, Inc. manufactures, markets, and sells various specialty chemical product lines. The Company's product lines include specialty paints, protective coatings and roofing systems, sealants and adhesives, focusing on the maintenance needs of both the industrial and consumer markets.

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Rpm International (RPM US)

RPM International: Expansion in Consumer & Innovative Product Categories To Up Their Game!

RPM International's fiscal fourth-quarter and full-year 2025 financial results underscore both its strategic advancements and ongoing challenges...

Baptista Research

Weekly Update (AMRZ, LION, FTV)

The AMRZ spin-off aims to capitalize on the higher valuation multiples of US building supply companies compared to their European counterparts.

Richard Howe

RPM International: Strategic Product & Market Expansions Powering Our ‘Outperform’ Rating!

RPM International's fiscal 2025 second-quarter results were marked by notable achievements despite macroeconomic challenges. The company reported...

Baptista Research

RPM International Inc.: Construction Products Group (CPG) & Performance Innovations As A Major Growth Accelerator! - Major Drivers

RPM International delivered a robust performance in the fiscal year 2025 second quarter even amidst a macroeconomic landscape characterized by no...

Baptista Research

RPM International: An Analysis Of Its Adaptation to Market Dynamics & Strategic End-Market Focus & Other Major Drivers

RPM International's latest financial results demonstrate a mix of operational strengths and existing challenges, providing a nuanced outlook for...

Baptista Research

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