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>Shift4 reported its financial results for the first quarter of 2025, demonstrating a consistent growth trajectory amidst a landscape characterized by economic uncertainties.</li><li>The company exhibited a solid financial performance, with both its gross revenue less network fees and adjusted EBITDA increasing by 40% and 38% year-over-year, respectively.</li><li>The revenue less network fees reached $369 million, and the adjusted EBITDA was $169 million with margins slightly above the guidance of 45%, indicating operational efficiencies and effective cost management strategies.</li></ul>

Shift4 reported its financial results for the first quarter of 2025, demonstrating a consistent growth trajectory amidst a landscape characterized by economic uncertainties.The company exhibited a solid financial performance, with both its gross revenue less network fees and adjusted EBITDA increasing by 40% and 38% year-over-year, respectively.The revenue less network fees reached $369 million, and the adjusted EBITDA was $169 million with margins slightly above the guidance of 45%, indicating operational efficiencies and effective cost management strategies.

Shift4 Payments: Growth Through Mergers & Acquisitions To Capitalize On Cross-Selling Opportunities!

<ul><li>Shift4 Payments Inc. reported robust financial results for the fourth quarter of 2024, setting records across several key performance indicators.</li><li>The company announced a 49% year-over-year increase in end-to-end payment volumes to $47.9 billion and a 50% rise in gross revenue less network fees, amounting to $405 million.</li><li>Adjusted EBITDA increased by 51% to $205.9 million, while adjusted free cash flow saw a significant rise of 78% to $134 million.</li></ul>

Shift4 Payments Inc. reported robust financial results for the fourth quarter of 2024, setting records across several key performance indicators.The company announced a 49% year-over-year increase in end-to-end payment volumes to $47.9 billion and a 50% rise in gross revenue less network fees, amounting to $405 million.Adjusted EBITDA increased by 51% to $205.9 million, while adjusted free cash flow saw a significant rise of 78% to $134 million.

Shift4 Payments: Why Its Unified Commerce Platform Expansion Is Driving Our Bullishness!

<ul><li>Shift4 Payments reported strong financial results for the third quarter of 2024, emphasizing both its achievements and areas that need improvement.</li><li>The company set quarterly records for several key performance indicators (KPIs), including volume, gross revenue less network fees, adjusted EBITDA, and adjusted free cash flow.</li><li>The adjusted EBITDA margin reached a new quarterly high of 51.3%, or nearly 54% excluding impacts from recent acquisitions.</li></ul>

Shift4 Payments reported strong financial results for the third quarter of 2024, emphasizing both its achievements and areas that need improvement.The company set quarterly records for several key performance indicators (KPIs), including volume, gross revenue less network fees, adjusted EBITDA, and adjusted free cash flow.The adjusted EBITDA margin reached a new quarterly high of 51.3%, or nearly 54% excluding impacts from recent acquisitions.

Shift4 Payments: International Expansion in Strategic Markets & Other Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Shift4 is an integrated payments processor offering basic payments and gateway services, as well as value-added software solutions</li><li>Despite above-market organic growth, Shift4 is trading at a discount compared to peers due to M&amp;A activity and complex reporting</li><li>Founder has potential to lead a management buyout at current valuation levels, presenting a compelling investment opportunity with strong growth potential and strategic value.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Shift4 is an integrated payments processor offering basic payments and gateway services, as well as value-added software solutionsDespite above-market organic growth, Shift4 is trading at a discount compared to peers due to M&amp;A activity and complex reportingFounder has potential to lead a management buyout at current valuation levels, presenting a compelling investment opportunity with strong growth potential and strategic value.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Shift4 Payments Inc (FOUR) - Thursday, Aug 8, 2024

<ul><li>Shift4 Payments reported its second quarter results for 2024, reflecting robust growth in several key financial metrics, driven by strategic acquisitions and a significant expansion across various verticals both domestically and internationally.</li><li>The company showcased impressive growth in end-to-end payment volume, ascending by 50% year-over-year.</li><li>Gross profit increased by 38%, and gross revenue led by network fees grew by 41%.</li></ul>

Shift4 Payments reported its second quarter results for 2024, reflecting robust growth in several key financial metrics, driven by strategic acquisitions and a significant expansion across various verticals both domestically and internationally.The company showcased impressive growth in end-to-end payment volume, ascending by 50% year-over-year.Gross profit increased by 38%, and gross revenue led by network fees grew by 41%.

Shift4 Payments Inc.: Focus on Organic Growth and Diverse Offerings & Other Major Drivers

United States

Shift4 Payments, Inc. provides payment processing solutions. The Company offers software for transaction and money transfer activities. Shift4 Payments serves customers in the United States.

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Shift4 Payments (FOUR US)

Shift4 Payments: Growth Through Mergers & Acquisitions To Capitalize On Cross-Selling Opportunities!

Shift4 reported its financial results for the first quarter of 2025, demonstrating a consistent growth trajectory amidst a landscape characterized...

Baptista Research

Shift4 Payments: Why Its Unified Commerce Platform Expansion Is Driving Our Bullishness!

Shift4 Payments Inc. reported robust financial results for the fourth quarter of 2024, setting records across several key performance...

Baptista Research

Shift4 Payments: International Expansion in Strategic Markets & Other Major Drivers

Shift4 Payments reported strong financial results for the third quarter of 2024, emphasizing both its achievements and areas that need...

Baptista Research

Shift4 Payments Inc (FOUR) - Thursday, Aug 8, 2024

Shift4 is an integrated payments processor offering basic payments and gateway services, as well as value-added software solutions

Value Investors Club

Shift4 Payments Inc.: Focus on Organic Growth and Diverse Offerings & Other Major Drivers

Shift4 Payments reported its second quarter results for 2024, reflecting robust growth in several key financial metrics, driven by strategic...

Baptista Research

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