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>S&P Global Inc., a leader in financial information and analytics, presented a robust first quarter in 2025.</li><li>The company showcased broad-based growth across all five of its divisions, marking an 8% annual increase in revenue, driven by a 7% rise in subscription products.</li><li>Concurrently, S&P Global reported a 240 basis point expansion in year-over-year margins, along with a 9% jump in adjusted diluted EPS.</li></ul>

S&P Global Inc., a leader in financial information and analytics, presented a robust first quarter in 2025.The company showcased broad-based growth across all five of its divisions, marking an 8% annual increase in revenue, driven by a 7% rise in subscription products.Concurrently, S&P Global reported a 240 basis point expansion in year-over-year margins, along with a 9% jump in adjusted diluted EPS.

S&P Global: 7 Major Game-Changers Impacting Its 2025 Performance & Beyond!

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Event-Driven

<ul><li><p>S&amp;P Global (SPGI) announced on April 29, 2025, its intention to spin off its Mobility division into a standalone publicly traded company.</p></li><li><p>This strategic move aims to streamline operations and allow S&amp;P Global to concentrate on its core businesses: Market Intelligence, Ratings, Commodity Insights, and Dow Jones Indices.</p><section class="figure"><figure class="editor-figure mceNonEditable"></figure></section></li><li><p>The Mobility division, which provides data and analytics to the automotive industry, generated $1.6 billion in revenue in fiscal year 2024, marking an 8% year-over-year increase.</p><section class="figure"><figure class="editor-figure mceNonEditable"></figure></section></li></ul>

S&amp;P Global (SPGI) announced on April 29, 2025, its intention to spin off its Mobility division into a standalone publicly traded company.This strategic move aims to streamline operations and allow S&amp;P Global to concentrate on its core businesses: Market Intelligence, Ratings, Commodity Insights, and Dow Jones Indices.The Mobility division, which provides data and analytics to the automotive industry, generated $1.6 billion in revenue in fiscal year 2024, marking an 8% year-over-year increase.

Weekly Update (LION, STRZ, GTX, LBTYA, WDC)

<ul><li>S&P Global reported a robust 2024, evidenced by revenue growth and improved profitability metrics.</li><li>The company reported a 15% increase in revenue, excluding the effect of divested Engineering Solutions in 2023.</li><li>Subscription products grew by 7%.</li></ul>

S&P Global reported a robust 2024, evidenced by revenue growth and improved profitability metrics.The company reported a 15% increase in revenue, excluding the effect of divested Engineering Solutions in 2023.Subscription products grew by 7%.

S&P Global: How Data, Indexes, and AI Are Shaping Its Future!

<ul><li>S&P Global delivered a strong performance in the third quarter of 2024, highlighted by a 16% year-over-year increase in total revenue, which marks the third consecutive quarter of accelerating revenue growth.</li><li>This performance was significantly bolstered by an 80% year-over-year increase in transaction revenue within the Ratings division.</li><li>The company's subscription products also demonstrated robust growth with an 8% increase year-over-year, underscoring the continued demand for S&P Global's diverse offerings.</li></ul>

S&P Global delivered a strong performance in the third quarter of 2024, highlighted by a 16% year-over-year increase in total revenue, which marks the third consecutive quarter of accelerating revenue growth.This performance was significantly bolstered by an 80% year-over-year increase in transaction revenue within the Ratings division.The company's subscription products also demonstrated robust growth with an 8% increase year-over-year, underscoring the continued demand for S&P Global's diverse offerings.

S&P Global Inc.: Focus On Market Intelligence & Expansion in Private Market Solutions To Improve Their Market Position! - Major Drivers

Credit

<ul><li>S&P Global demonstrated a robust performance in the second quarter of 2024, marking significant milestones and strategic advancements, achieved amidst a backdrop of market variability.</li><li>The company reported a 16% increase in total revenue, adjusted for divestitures, with highlights including a notable spike in transaction revenue in the Ratings division by over 60%.</li><li>This division's success was propelled by increased activity in the public and private markets, notably a 70% boost in private market rating services.</li></ul>

S&P Global demonstrated a robust performance in the second quarter of 2024, marking significant milestones and strategic advancements, achieved amidst a backdrop of market variability.The company reported a 16% increase in total revenue, adjusted for divestitures, with highlights including a notable spike in transaction revenue in the Ratings division by over 60%.This division's success was propelled by increased activity in the public and private markets, notably a 70% boost in private market rating services.

S&P Global Inc.: Expansion into Private Markets and Credit Indices As A New Avenue For Growth! - Major Drivers

United States

S&P Global Inc. provides clients with financial information services. The Company offers information regarding ratings, benchmarks, and analytics in the global capital and commodity markets. S&P Global operates worldwide.

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S&P Global (SPGI US)

S&P Global: 7 Major Game-Changers Impacting Its 2025 Performance & Beyond!

S&P Global Inc., a leader in financial information and analytics, presented a robust first quarter in 2025. The company showcased broad-based...

Baptista Research

Weekly Update (LION, STRZ, GTX, LBTYA, WDC)

S&P Global (SPGI) announced on April 29, 2025, its intention to spin off its Mobility division into a standalone publicly traded company.

Richard Howe

S&P Global: How Data, Indexes, and AI Are Shaping Its Future!

S&P Global reported a robust 2024, evidenced by revenue growth and improved profitability metrics. The company reported a 15% increase in...

Baptista Research

S&P Global Inc.: Focus On Market Intelligence & Expansion in Private Market Solutions To Improve Their Market Position! - Major Drivers

S&P Global delivered a strong performance in the third quarter of 2024, highlighted by a 16% year-over-year increase in total revenue, which...

Baptista Research

S&P Global Inc.: Expansion into Private Markets and Credit Indices As A New Avenue For Growth! - Major Drivers

S&P Global demonstrated a robust performance in the second quarter of 2024, marking significant milestones and strategic advancements,...

Baptista Research

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