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>Shopify Inc. managed to exceed analyst expectations in terms of revenue as well as earnings with strong financial results.</li><li>The company's focus on improving the merchant experience, including pricing changes and innovative product offerings, contributed to strong top-line growth and attachment rates across the Merchant Solutions product suite.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Shopify Inc. managed to exceed analyst expectations in terms of revenue as well as earnings with strong financial results.The company's focus on improving the merchant experience, including pricing changes and innovative product offerings, contributed to strong top-line growth and attachment rates across the Merchant Solutions product suite.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Shopify Inc.: 5 Details Behind Their Improving Revenues! – Key Drivers

<ul><li>Shopify managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.</li><li>The company continued to build its merchant base in Q1 with excellent growth in all geographies and merchant sizes.</li><li>GMV was $50 billion in the first quarter, up 15% year on year or 18% in constant currency terms, as merchants delivered another robust quarter of growth.</li></ul>

Shopify managed to surpass the revenue expectations as well as the earnings expectations of Wall Street.The company continued to build its merchant base in Q1 with excellent growth in all geographies and merchant sizes.GMV was $50 billion in the first quarter, up 15% year on year or 18% in constant currency terms, as merchants delivered another robust quarter of growth.

Shopify Inc.: Post-Pandemic Slowdown Forced Shopify To Sell Deliverr & Logistics Assets? – Key Drivers

Research Firm with a Qualitative Overlay, Pearl Gray Equity and Research

Pearl Gray Equity and Research

Research Firm with a Qualitative Overlay

Quantitative fund & research firm with a qualitative overlay. 

Our coverage: General U.S. with a skew towards the primary sector. 

Methods: Smart Beta/Factor Pricing, Neural Networks, Street Gossip, and Common Sense.

<ul>
<li>Digital Turbine, Inc.'s misfortunes are about to pivot, providing ad spending reverts to its average growth trajectory.</li>
<li>The company has a novel business model, and constant expansion by integrating growth ideas such as a Shopify-esque platform could yield substantial financial benefits, according to the company.</li>
<li>Digital Turbine, Inc. (NASDAQ:APPS) stock has suffered from a trying time during the past year, conveyed by its more than 70% year-over-year drawdown.</li>
</ul>


Digital Turbine, Inc.'s misfortunes are about to pivot, providing ad spending reverts to its average growth trajectory.
The company has a novel business model, and constant expansion by integrating growth ideas such as a Shopify-esque platform could yield substantial financial benefits, according to the company.
Digital Turbine, Inc. (NASDAQ:APPS) stock has suffered from a trying time during the past year, conveyed by its more than 70% year-over-year drawdown.


<ul><li>Shopify delivered an all-around beat in the previous quarter and ended 2022 on a positive note.</li><li>The company introduced Shopify Audiences, Shopify Collabs, POS Go, Tap to Pay, integrated Twitter Shopping and YouTube channels, and continued to expand the Shop app to make it simpler for retailers to interact with and develop relationships with customers.</li><li>They also introduced Shopify Markets and Markets Pro.</li></ul>

Shopify delivered an all-around beat in the previous quarter and ended 2022 on a positive note.The company introduced Shopify Audiences, Shopify Collabs, POS Go, Tap to Pay, integrated Twitter Shopping and YouTube channels, and continued to expand the Shop app to make it simpler for retailers to interact with and develop relationships with customers.They also introduced Shopify Markets and Markets Pro.

Shopify Inc.: Introduction Of Commerce Components & Other Developments

<ul>
<li>Wix.com Ltd. trumps earnings, suggesting its business model is taking off amid robust growth in the SME space.</li>
<li>The company has yet to achieve profitability, but its up-the-line margins are improving.</li>
<li>Website building tool Wix.com Ltd. (WIX) beat its fourth-quarter earnings estimates on Wednesday, illustrating continued progress with a model suitable to today's business environment. 
</li>
</ul>


Wix.com Ltd. trumps earnings, suggesting its business model is taking off amid robust growth in the SME space.
The company has yet to achieve profitability, but its up-the-line margins are improving.
Website building tool Wix.com Ltd. (WIX) beat its fourth-quarter earnings estimates on Wednesday, illustrating continued progress with a model suitable to today's business environment. 



Wix.com Beat Q4 Earnings, Prospects Are Bright

Canada

Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand. Shopify serves customers in Canada.

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Shopify (SHOP US)

Shopify Inc.: 5 Details Behind Their Improving Revenues! – Key Drivers

Shopify Inc. managed to exceed analyst expectations in terms of revenue as well as earnings with strong financial results. The company's focus on...

Baptista Research

Shopify Inc.: Post-Pandemic Slowdown Forced Shopify To Sell Deliverr & Logistics Assets? – Key Drivers

Shopify managed to surpass the revenue expectations as well as the earnings expectations of Wall Street. The company continued to build its...

Baptista Research

Digital Turbine: A Pivot Is In Sight

Digital Turbine, Inc. (NASDAQ:APPS) stock has suffered from a trying time during the past year, conveyed by its more than 70% year-over-year drawdown.

Pearl Gray Equity and Research

Shopify Inc.: Introduction Of Commerce Components & Other Developments

Shopify delivered an all-around beat in the previous quarter and ended 2022 on a positive note. The company introduced Shopify Audiences, Shopify...

Baptista Research

Wix.com Beat Q4 Earnings, Prospects Are Bright

Website building tool Wix.com Ltd. (WIX) beat its fourth-quarter earnings estimates on Wednesday, illustrating continued progress with a model...

Pearl Gray Equity and Research

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