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>Waste Connections, Inc. (WCN) delivered strong financial results in the first quarter of 2025, demonstrating robust performance in various strategic areas.</li><li>The company achieved revenue of $2.228 billion, which exceeded the high end of their outlook and marked a year-over-year increase of 7.5%.</li><li>Adjusted for foreign exchange impacts, this growth is 8.4%.</li></ul>

Waste Connections, Inc. (WCN) delivered strong financial results in the first quarter of 2025, demonstrating robust performance in various strategic areas.The company achieved revenue of $2.228 billion, which exceeded the high end of their outlook and marked a year-over-year increase of 7.5%.Adjusted for foreign exchange impacts, this growth is 8.4%.

Waste Connections: Here Are the 6 Key Drivers Shaping Its Performance for 2025 & Beyond!

<ul><li>Waste Connections Inc. delivered solid financial and operational results in Q4 2024, marking a strong conclusion to the fiscal year.</li><li>The company's key highlights include double-digit growth in revenue and adjusted EBITDA, indicating robust financial health.</li><li>However, it's crucial to remain cognizant of both the underlying positives and potential challenges the company faces.</li></ul>

Waste Connections Inc. delivered solid financial and operational results in Q4 2024, marking a strong conclusion to the fiscal year.The company's key highlights include double-digit growth in revenue and adjusted EBITDA, indicating robust financial health.However, it's crucial to remain cognizant of both the underlying positives and potential challenges the company faces.

Waste Connections: Tackling Rail Network Expansion Obstacles & 4 Critical Challenges!

<ul><li>Waste Connections Inc. reported robust results for Q3 2024, which exceeded expectations and prompted an upward revision of the full-year outlook for the year.</li><li>The positive momentum is largely attributed to strong solid waste growth bolstered by a 6.8% core pricing increase, supplemented by incremental contributions from acquisitions, and an improvement in solid waste volumes.</li><li>The company showcased a commendable operational execution with an adjusted EBITDA margin of 33.7%, reflecting a year-over-year increase of 120 basis points.</li></ul>

Waste Connections Inc. reported robust results for Q3 2024, which exceeded expectations and prompted an upward revision of the full-year outlook for the year.The positive momentum is largely attributed to strong solid waste growth bolstered by a 6.8% core pricing increase, supplemented by incremental contributions from acquisitions, and an improvement in solid waste volumes.The company showcased a commendable operational execution with an adjusted EBITDA margin of 33.7%, reflecting a year-over-year increase of 120 basis points.

Waste Connections Inc.: Renewable Natural Gas (RNG) Project Contributions & Other Major Developments! - Financial Forecasts

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Waste Connections (WCN) is the third largest solid waste company in North America with strong EBITDA margins and free cash flow conversion</li><li>WCN strategically targets less competitive secondary or rural markets to achieve dominant market shares</li><li>WCN operates in monopolistic or oligopolistic market structures in 90% of its markets, making it a solid all-weather investment option despite its premium valuation</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>

Waste Connections (WCN) is the third largest solid waste company in North America with strong EBITDA margins and free cash flow conversionWCN strategically targets less competitive secondary or rural markets to achieve dominant market sharesWCN operates in monopolistic or oligopolistic market structures in 90% of its markets, making it a solid all-weather investment option despite its premium valuationThis 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.

Waste Connections Inc (WCN.) - Thursday, Jul 11, 2024

<ul><li>Waste Connections demonstrated strong financial performance in the latest quarter, driven by solid waste pricing and effective cost management.</li><li>The company's revenue grew by over 11%, with core solid waste pricing contributing significantly to this growth.</li><li>Despite a slight decline in volumes, the company’s strategic approach to pricing and contract renewals has maintained revenue quality, offsetting the negative impact of lower special waste volumes and other cyclical challenges.</li></ul>

Waste Connections demonstrated strong financial performance in the latest quarter, driven by solid waste pricing and effective cost management.The company's revenue grew by over 11%, with core solid waste pricing contributing significantly to this growth.Despite a slight decline in volumes, the company’s strategic approach to pricing and contract renewals has maintained revenue quality, offsetting the negative impact of lower special waste volumes and other cyclical challenges.

Waste Connections Inc.: Expansion of Core Solid Waste Pricing & Other Major Drivers

United States

Waste Connections, Inc. provides non-hazardous solid waste collection services for commercial, industrial and residential customers. The Company offers collection, landfill disposal, and recycling services for various recyclable materials, including compost, cardboard, office paper, plastic containers, glass bottles, and ferrous and aluminum metals.

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Waste Connections (WCN CN)

Waste Connections: Here Are the 6 Key Drivers Shaping Its Performance for 2025 & Beyond!

Waste Connections, Inc. (WCN) delivered strong financial results in the first quarter of 2025, demonstrating robust performance in various...

Baptista Research

Waste Connections: Tackling Rail Network Expansion Obstacles & 4 Critical Challenges!

Waste Connections Inc. delivered solid financial and operational results in Q4 2024, marking a strong conclusion to the fiscal year. The company's...

Baptista Research

Waste Connections Inc.: Renewable Natural Gas (RNG) Project Contributions & Other Major Developments! - Financial Forecasts

Waste Connections Inc. reported robust results for Q3 2024, which exceeded expectations and prompted an upward revision of the full-year outlook...

Baptista Research

Waste Connections Inc (WCN.) - Thursday, Jul 11, 2024

Waste Connections (WCN) is the third largest solid waste company in North America with strong EBITDA margins and free cash flow conversion

Value Investors Club (VIC)

Waste Connections Inc.: Expansion of Core Solid Waste Pricing & Other Major Drivers

Waste Connections demonstrated strong financial performance in the latest quarter, driven by solid waste pricing and effective cost...

Baptista Research

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