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

Siteone Landscape Supply / Equity Bottom-Up

<ul><li>SiteOne Landscape Supply's second quarter 2025 results present a mixed picture of moderate sales growth amidst challenging market conditions, driven by both macroeconomic factors and company-specific initiatives.</li><li>The company reported a 3% increase in net sales and an 8% growth in adjusted EBITDA.</li><li>While these numbers indicate resilience in a tough economic environment, they are nuanced by weaknesses in certain segments and geographies.</li></ul>

SiteOne Landscape Supply's second quarter 2025 results present a mixed picture of moderate sales growth amidst challenging market conditions, driven by both macroeconomic factors and company-specific initiatives.The company reported a 3% increase in net sales and an 8% growth in adjusted EBITDA.While these numbers indicate resilience in a tough economic environment, they are nuanced by weaknesses in certain segments and geographies.

SiteOne Landscape Supply Goes Digital—Is This E-Commerce Push a Game-Changer In The Near Term?

<ul><li>SiteOne Landscape Supply, Inc. presented a mixed financial performance during its first quarter of 2025.</li><li>The company reported a respectable 4% growth in net sales, achieving an additional 2% increase in adjusted EBITDA, a noteworthy feat given the challenging economic backdrop.</li><li>The increase was achieved despite facing a decline in organic daily sales and adverse weather conditions, which led to a delayed spring season.</li></ul>

SiteOne Landscape Supply, Inc. presented a mixed financial performance during its first quarter of 2025.The company reported a respectable 4% growth in net sales, achieving an additional 2% increase in adjusted EBITDA, a noteworthy feat given the challenging economic backdrop.The increase was achieved despite facing a decline in organic daily sales and adverse weather conditions, which led to a delayed spring season.

SiteOne Landscape Supply: How Its Pricing Strategy Is Helping Them Safeguard Against Commodity Swings?

<ul><li>SiteOne Landscape Supply, Inc. reported its financial results for the fourth quarter and full year of 2024, highlighting both challenges and strategic advancements.</li><li>The company concluded the year with a 6% increase in net sales, reaching $4.54 billion.</li><li>However, the year saw a 1% decline in organic daily sales, counteracted by a 7% boost from acquisitions.</li></ul>

SiteOne Landscape Supply, Inc. reported its financial results for the fourth quarter and full year of 2024, highlighting both challenges and strategic advancements.The company concluded the year with a 6% increase in net sales, reaching $4.54 billion.However, the year saw a 1% decline in organic daily sales, counteracted by a 7% boost from acquisitions.

SiteOne Landscape Supply Ignites Growth With Aggressive Acquisition Spree in Key Markets!

<ul><li>SiteOne Landscape Supply, Inc. reported its financial results for the third quarter of 2024, highlighting several notable developments and challenges faced by the company.</li><li>The results depict a mixed performance influenced by a combination of market challenges, strategic acquisitions, and internal operational improvements.</li><li>On the positive side, SiteOne achieved a 6% increase in net sales totaling $1.21 billion for the quarter.</li></ul>

SiteOne Landscape Supply, Inc. reported its financial results for the third quarter of 2024, highlighting several notable developments and challenges faced by the company.The results depict a mixed performance influenced by a combination of market challenges, strategic acquisitions, and internal operational improvements.On the positive side, SiteOne achieved a 6% increase in net sales totaling $1.21 billion for the quarter.

SiteOne Landscape Supply: Organic Expansion & Market Share Gains Driving Our ‘Outperform’ Rating! - Major Drivers

Independent in-depth research from Finimize, Finimize

Finimize Research

Independent in-depth research from Finimize

Finimize

Finimize is the #1 information platform for modern investors. We empower people to become smarter investors with bitesize insights from world-class analysts. 1 million+ strong community, 250 partners.

Thematic (Sector/Industry)

<ul>
<li>The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.</li>
<li>But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.</li>
<li>It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.</li>
</ul>


The US economy’s resilience hasn’t come from the many – it’s come from the top 10% as the “wealth effect” from rising asset prices has boosted spending.
But it works in reverse too.  Since the richest make up nearly half of America’s consumer spending, that could lead to a serious economic fallout.
It’s worth considering protecting your portfolio. I’ve pulled together one list of companies that should do well and another that could suffer from the change in climate.


A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

United States

SiteOne Landscape Supply, Inc. distributes landscape supplies. The Company offers products such as outdoor lighting, fertilizers, grass seeds, turf care equipment, and golf course accessories. SiteOne Landscape Supply markets its products in the United States and Canada.

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Siteone Landscape Supply (SITE US)

SiteOne Landscape Supply Goes Digital—Is This E-Commerce Push a Game-Changer In The Near Term?

SiteOne Landscape Supply's second quarter 2025 results present a mixed picture of moderate sales growth amidst challenging market conditions,...

Baptista Research

SiteOne Landscape Supply: How Its Pricing Strategy Is Helping Them Safeguard Against Commodity Swings?

SiteOne Landscape Supply, Inc. presented a mixed financial performance during its first quarter of 2025. The company reported a respectable 4%...

Baptista Research

SiteOne Landscape Supply Ignites Growth With Aggressive Acquisition Spree in Key Markets!

SiteOne Landscape Supply, Inc. reported its financial results for the fourth quarter and full year of 2024, highlighting both challenges and...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

SiteOne Landscape Supply Goes Digital—Is This E-Commerce Push a Game-Changer In The Near Term?

SiteOne Landscape Supply's second quarter 2025 results present a mixed picture of moderate sales growth amidst challenging market conditions,...

Baptista Research

SiteOne Landscape Supply: How Its Pricing Strategy Is Helping Them Safeguard Against Commodity Swings?

SiteOne Landscape Supply, Inc. presented a mixed financial performance during its first quarter of 2025. The company reported a respectable 4%...

Baptista Research

SiteOne Landscape Supply Ignites Growth With Aggressive Acquisition Spree in Key Markets!

SiteOne Landscape Supply, Inc. reported its financial results for the fourth quarter and full year of 2024, highlighting both challenges and...

Baptista Research

SiteOne Landscape Supply: Organic Expansion & Market Share Gains Driving Our ‘Outperform’ Rating! - Major Drivers

SiteOne Landscape Supply, Inc. reported its financial results for the third quarter of 2024, highlighting several notable developments and...

Baptista Research

A Defensive Portfolio Prepared For The Wealth Effect’s Reversal

The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...

Finimize Research