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>Valvoline Inc. reported results for the first quarter of fiscal 2025 that were substantially in line with internal expectations, driven by a balanced mix of transaction and ticket growth.</li><li>Net sales for the quarter reached $414 million, representing an 11% increase year-over-year, while adjusted EBITDA rose 14% to $103 million.</li><li>Systemwide same-store sales grew 8%, supported by non-oil change revenue service penetration and improved customer retention.</li></ul>

Valvoline Inc. reported results for the first quarter of fiscal 2025 that were substantially in line with internal expectations, driven by a balanced mix of transaction and ticket growth.Net sales for the quarter reached $414 million, representing an 11% increase year-over-year, while adjusted EBITDA rose 14% to $103 million.Systemwide same-store sales grew 8%, supported by non-oil change revenue service penetration and improved customer retention.

Valvoline Is Winning Big Through High-Margin Premium Products & Rapid Customer Growth – But How Long Will This Last?

<ul><li>Valvoline Inc. announced its fourth-quarter and full fiscal year 2024 earnings, underlining its solid market position in the retail services sector, yet facing specific growth challenges.</li><li>For fiscal 2024, Valvoline reported a significant 12% increase in system-wide store sales reaching $3.1 billion, along with adjusted EBITDA growth of 17% to $443 million.</li><li>However, there were concerns as net revenue and same-store sales growth landed just below expectations.</li></ul>

Valvoline Inc. announced its fourth-quarter and full fiscal year 2024 earnings, underlining its solid market position in the retail services sector, yet facing specific growth challenges.For fiscal 2024, Valvoline reported a significant 12% increase in system-wide store sales reaching $3.1 billion, along with adjusted EBITDA growth of 17% to $443 million.However, there were concerns as net revenue and same-store sales growth landed just below expectations.

Valvoline Inc.: Expansion of Market Share & Franchise Growth As A Key Growth Catalyst! - Major Drivers

<ul><li>Valvoline Inc. reported its third-quarter fiscal year 2024 results, featuring a strong performance with significant top-line growth and operational enhancements.</li><li>For this quarter, which ended June 30, 2024, the company reported a system-wide store sales growth of 12.4%, reaching $809 million.</li><li>This consistent growth across the company's franchise and owned stores contributed to a same-store sales increase of 6.5%.</li></ul>

Valvoline Inc. reported its third-quarter fiscal year 2024 results, featuring a strong performance with significant top-line growth and operational enhancements.For this quarter, which ended June 30, 2024, the company reported a system-wide store sales growth of 12.4%, reaching $809 million.This consistent growth across the company's franchise and owned stores contributed to a same-store sales increase of 6.5%.

Valvoline Inc.: Dealing With Challenges of Maintaining Service Quality During Rapid Expansion & Other Significant Risks! - Major Drivers

<ul><li>Valvoline's performance in the second quarter of fiscal 2024 demonstrates robust growth and operational efficiency.</li><li>The company showed an impressive growth trajectory with system-wide store sales increasing by 13% to $746 million.</li><li>The expansion was complemented by a significant rise in profitability, evidenced by a 21% increase in adjusted EBITDA to $105 million and a notable jump in adjusted earnings per share (EPS), which increased over 60% to $0.37 per share.</li></ul>

Valvoline's performance in the second quarter of fiscal 2024 demonstrates robust growth and operational efficiency.The company showed an impressive growth trajectory with system-wide store sales increasing by 13% to $746 million.The expansion was complemented by a significant rise in profitability, evidenced by a 21% increase in adjusted EBITDA to $105 million and a notable jump in adjusted earnings per share (EPS), which increased over 60% to $0.37 per share.

Valvoline Inc.: A Tale Of Enhanced Service Portfolio and Innovation! - Major Drivers

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

<ul><li>Valvoline is a vehicle service center focused on quick lube and basic maintenance services.</li><li>They have a new focus as a pure play company after divesting their global products business in 2023.</li><li>The team pitched Valvoline with a price target of $84, representing a 95% price upside and 22% IRR.</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.</em></p>

Valvoline is a vehicle service center focused on quick lube and basic maintenance services.They have a new focus as a pure play company after divesting their global products business in 2023.The team pitched Valvoline with a price target of $84, representing a 95% price upside and 22% IRR.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV

United States

Valvoline Inc. manufactures and distributes automotive lubricants and chemicals. The Company offers motor oil, additives, antifreeze, brake fluid, and grease products. Valvoline also owns the oil change and express care chains of car repair centers.

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Valvoline (VVV US)

Valvoline Is Winning Big Through High-Margin Premium Products & Rapid Customer Growth – But How Long Will This Last?

Valvoline Inc. reported results for the first quarter of fiscal 2025 that were substantially in line with internal expectations, driven by a...

Baptista Research

Valvoline Inc.: Dealing With Challenges of Maintaining Service Quality During Rapid Expansion & Other Significant Risks! - Major Drivers

Valvoline Inc. reported its third-quarter fiscal year 2024 results, featuring a strong performance with significant top-line growth and...

Baptista Research

Valvoline Inc.: A Tale Of Enhanced Service Portfolio and Innovation! - Major Drivers

Valvoline's performance in the second quarter of fiscal 2024 demonstrates robust growth and operational efficiency. The company showed an...

Baptista Research

Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV

Valvoline is a vehicle service center operator and franchisor focusing on quick lube and maintenance services, with a recent divestment of its...

Yet Another Value Podcast

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Valvoline Is Winning Big Through High-Margin Premium Products & Rapid Customer Growth – But How Long Will This Last?

Valvoline Inc. reported results for the first quarter of fiscal 2025 that were substantially in line with internal expectations, driven by a...

Baptista Research

Valvoline Inc.: Expansion of Market Share & Franchise Growth As A Key Growth Catalyst! - Major Drivers

Valvoline Inc. announced its fourth-quarter and full fiscal year 2024 earnings, underlining its solid market position in the retail services...

Baptista Research

Valvoline Inc.: Dealing With Challenges of Maintaining Service Quality During Rapid Expansion & Other Significant Risks! - Major Drivers

Valvoline Inc. reported its third-quarter fiscal year 2024 results, featuring a strong performance with significant top-line growth and...

Baptista Research

Valvoline Inc.: A Tale Of Enhanced Service Portfolio and Innovation! - Major Drivers

Valvoline's performance in the second quarter of fiscal 2024 demonstrates robust growth and operational efficiency. The company showed an...

Baptista Research

Pershing Square Challenge 2024 winning team shares pitch on Valvoline $VVV

Valvoline is a vehicle service center operator and franchisor focusing on quick lube and maintenance services, with a recent divestment of its...

Yet Another Value Podcast