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>Tri Pointe Homes reported strong financial results for the first quarter of 2025, delivering a performance that aligned with or surpassed its guidance across several key metrics.</li><li>The company successfully delivered 1,040 new homes, achieving a home sales revenue of $721 million with an average selling price of $693,000.</li><li>The homebuilding gross margin improved to 23.9%, reflecting the resilience of Tri Pointe's offerings and market positioning.</li></ul>

Tri Pointe Homes reported strong financial results for the first quarter of 2025, delivering a performance that aligned with or surpassed its guidance across several key metrics.The company successfully delivered 1,040 new homes, achieving a home sales revenue of $721 million with an average selling price of $693,000.The homebuilding gross margin improved to 23.9%, reflecting the resilience of Tri Pointe's offerings and market positioning.

Tri Pointe Homes Growth Engine: Demographic Tailwinds Set Stage for Long-Term Gains!

<ul><li>Tri Pointe Homes released its fourth quarter 2024 financial results, showcasing a strong performance that capped off an exceptional year for the company.</li><li>In Q4, the company delivered 1,748 new homes, generating $1.2 billion in home sales revenue, with the homebuilding gross margin improving by 40 basis points year-over year to 23.3%.</li><li>The company reported net income of $129 million, or $1.37 per diluted share.</li></ul>

Tri Pointe Homes released its fourth quarter 2024 financial results, showcasing a strong performance that capped off an exceptional year for the company.In Q4, the company delivered 1,748 new homes, generating $1.2 billion in home sales revenue, with the homebuilding gross margin improving by 40 basis points year-over year to 23.3%.The company reported net income of $129 million, or $1.37 per diluted share.

Tri Pointe Homes: Geographic Expansion & Diversification To Fortify Market Position And Enable Revenue Growth!

<ul><li>Tri Pointe Homes' (TPH) latest financial results for the third quarter of 2024 present a combination of robust performance metrics and strategic market positioning, alongside noted challenges in certain geographies and market segments.</li><li>As a residential home builder operating across diverse U.S. markets, Tri Pointe achieved notable gains in home deliveries, revenue growth, and profitability, yet remains vigilant of macroeconomic and regional headwinds impacting future outlook.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Tri Pointe Homes' (TPH) latest financial results for the third quarter of 2024 present a combination of robust performance metrics and strategic market positioning, alongside noted challenges in certain geographies and market segments.As a residential home builder operating across diverse U.S. markets, Tri Pointe achieved notable gains in home deliveries, revenue growth, and profitability, yet remains vigilant of macroeconomic and regional headwinds impacting future outlook.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Tri Pointe Homes: A Strong Liquidity Position Can Fuel Expansion! - Major Drivers

<ul><li>Tri Pointe Homes delivered a robust performance in the second quarter of 2024, showcasing an adept response to current market conditions and strategic planning.</li><li>The company reported a substantial increase in home deliveries, up by 45%, leading to significant revenue growth.</li><li>Home sales revenue rose to $1.1 billion, marking a 38% upsurge from the previous year, primarily driven by increased community counts and optimized cycle times.</li></ul>

Tri Pointe Homes delivered a robust performance in the second quarter of 2024, showcasing an adept response to current market conditions and strategic planning.The company reported a substantial increase in home deliveries, up by 45%, leading to significant revenue growth.Home sales revenue rose to $1.1 billion, marking a 38% upsurge from the previous year, primarily driven by increased community counts and optimized cycle times.

Tri Pointe Homes Inc.: Enhanced Geographic Diversification

<ul><li>Tri Pointe Homes reported a robust first quarter for 2024, presenting compelling financial results that surpassed the upper limits of its own forecast in several key operational measures.</li><li>During this period, the company achieved home sales revenue of $918 million, marking a 20% increase from the prior year, with an average selling price (ASP) of $659,000 per home and a total of 1,393 homes delivered.</li><li>This result was bolstered by home sales gross margins arriving at 23%, lining up with the higher expectations set by the company due to reduced incentives.</li></ul>

Tri Pointe Homes reported a robust first quarter for 2024, presenting compelling financial results that surpassed the upper limits of its own forecast in several key operational measures.During this period, the company achieved home sales revenue of $918 million, marking a 20% increase from the prior year, with an average selling price (ASP) of $659,000 per home and a total of 1,393 homes delivered.This result was bolstered by home sales gross margins arriving at 23%, lining up with the higher expectations set by the company due to reduced incentives.

Tri Pointe Homes Inc.: Initiation of Coverage - What Is The Expected Impact Of The Optimization of Sales Strategies and Pricing Power? - Major Drivers

United States

TRI Pointe Group, Inc. provides construction services. The Company designs, builds, develops, and constructs residential homes. TRI Pointe Homes serves customers throughout the United States.

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Tri Pointe Group (TPH US)

Tri Pointe Homes Growth Engine: Demographic Tailwinds Set Stage for Long-Term Gains!

Tri Pointe Homes reported strong financial results for the first quarter of 2025, delivering a performance that aligned with or surpassed its...

Baptista Research

Tri Pointe Homes: Geographic Expansion & Diversification To Fortify Market Position And Enable Revenue Growth!

Tri Pointe Homes released its fourth quarter 2024 financial results, showcasing a strong performance that capped off an exceptional year for the...

Baptista Research

Tri Pointe Homes: A Strong Liquidity Position Can Fuel Expansion! - Major Drivers

Tri Pointe Homes' (TPH) latest financial results for the third quarter of 2024 present a combination of robust performance metrics and strategic...

Baptista Research

Tri Pointe Homes Inc.: Enhanced Geographic Diversification

Tri Pointe Homes delivered a robust performance in the second quarter of 2024, showcasing an adept response to current market conditions and...

Baptista Research

Tri Pointe Homes Inc.: Initiation of Coverage - What Is The Expected Impact Of The Optimization of Sales Strategies and Pricing Power? - Major Drivers

Tri Pointe Homes reported a robust first quarter for 2024, presenting compelling financial results that surpassed the upper limits of its own...

Baptista Research

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