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>Whirlpool Corporation has demonstrated a mixed financial performance in its latest earnings report, reflecting strategic advantages and challenges in the current macroeconomic environment.</li><li>Organic growth of 2% marked a modest improvement, driven largely by strong performance in its Smart Design Asia Global and Major Domestic Appliance Asia sectors.</li><li>The company achieved an EBIT margin of nearly 6%, reflecting successful pricing strategies and cost reductions, which helped weather macroeconomic headwinds.</li></ul>

Whirlpool Corporation has demonstrated a mixed financial performance in its latest earnings report, reflecting strategic advantages and challenges in the current macroeconomic environment.Organic growth of 2% marked a modest improvement, driven largely by strong performance in its Smart Design Asia Global and Major Domestic Appliance Asia sectors.The company achieved an EBIT margin of nearly 6%, reflecting successful pricing strategies and cost reductions, which helped weather macroeconomic headwinds.

Whirlpool Corporation: Will The North American Market Dynamics Reflect Its Capability To Adapt To & Capitalize On Market Changes?

<ul><li>Whirlpool Corporation's fourth-quarter 2024 performance exhibited both areas of progress and challenges.</li><li>The company acknowledged that while their financial outcomes have not fully met expectations, they have made strides in operational efficiency and portfolio transformation.</li><li>Notably, the completion of the Europe transaction marked a significant transition in creating value opportunities.</li></ul>

Whirlpool Corporation's fourth-quarter 2024 performance exhibited both areas of progress and challenges.The company acknowledged that while their financial outcomes have not fully met expectations, they have made strides in operational efficiency and portfolio transformation.Notably, the completion of the Europe transaction marked a significant transition in creating value opportunities.

Whirlpool Corporation: An Insight Into Its Tariff & Market Dynamics!  - Major Drivers

<ul><li>Whirlpool Corporation, a global home appliance manufacturer, demonstrated a firm commitment to operational efficiency and strategic realignment in its third quarter of 2024 earnings analysis.</li><li>The company reported a modest sequential global EBIT margin expansion of 50 basis points and a more substantial 100 basis point growth in its North American sector, owed largely to aggressive pricing strategies.</li><li>Despite this growth, the quarterly performance was tempered by broader macroeconomic concerns, including low consumer confidence in the U.S. impacted by political uncertainty and a constrained housing market due to lingering high mortgage rates.</li></ul>

Whirlpool Corporation, a global home appliance manufacturer, demonstrated a firm commitment to operational efficiency and strategic realignment in its third quarter of 2024 earnings analysis.The company reported a modest sequential global EBIT margin expansion of 50 basis points and a more substantial 100 basis point growth in its North American sector, owed largely to aggressive pricing strategies.Despite this growth, the quarterly performance was tempered by broader macroeconomic concerns, including low consumer confidence in the U.S. impacted by political uncertainty and a constrained housing market due to lingering high mortgage rates.

Whirlpool Corporation:  Global Housing Market Recovery & Impact on North America Business! - Major Drivers

<ul><li>Whirlpool Corporation reported its second quarter earnings for 2024, reflecting a mixed performance amid a challenging macroeconomic environment.</li><li>The company showed strong sequential global margin expansion and reiterated its net sales guidance at $16.9 billion.</li><li>However, it faced downward pressure on discretionary demand due to the soft housing market, particularly affecting the North American market.</li></ul>

Whirlpool Corporation reported its second quarter earnings for 2024, reflecting a mixed performance amid a challenging macroeconomic environment.The company showed strong sequential global margin expansion and reiterated its net sales guidance at $16.9 billion.However, it faced downward pressure on discretionary demand due to the soft housing market, particularly affecting the North American market.

Whirlpool Corporation: How Is The Management Executing Global Market Penetration and Diversification! - Major Drivers

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.</li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> and <a href="https://www.smartkarma.com/entities/deckers-outdoor-corp" target="_blank" data-smartkarma-citation="entities:3028:1" rel="noopener">Deckers Outdoor (DECK US)</a> replace <a href="https://www.smartkarma.com/entities/zions-bancorporation" target="_blank" data-smartkarma-citation="entities:9490:1" rel="noopener">Zions Bancorporation (ZION US)</a> and <a href="https://www.smartkarma.com/entities/whirlpool-corp" target="_blank" data-smartkarma-citation="entities:1538:1" rel="noopener">Whirlpool Corp (WHR US)</a> in the S&amp;P500. 2 changes to 400, 6 to 600.</li>
<li>The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.</li>
</ul>


On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.

Super Micro Computer (SMCI US) and Deckers Outdoor (DECK US) replace Zions Bancorporation (ZION US) and Whirlpool Corp (WHR US) in the S&amp;P500. 2 changes to 400, 6 to 600.
The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.


S&P 500/400/600 Index Rebal - It's Not The Trade You Think

United States

Whirlpool Corporation manufactures and markets major home appliances.  The Company's principal products include laundry appliances, refrigeration and room air conditioning equipment, cooking appliances, dishwashers, and mixers and other small household appliances.  Whirlpool's products are sold worldwide

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Whirlpool Corp (WHR US)

Whirlpool Corporation: Will The North American Market Dynamics Reflect Its Capability To Adapt To & Capitalize On Market Changes?

Whirlpool Corporation has demonstrated a mixed financial performance in its latest earnings report, reflecting strategic advantages and challenges...

Baptista Research

Whirlpool Corporation: An Insight Into Its Tariff & Market Dynamics! - Major Drivers

Whirlpool Corporation's fourth-quarter 2024 performance exhibited both areas of progress and challenges. The company acknowledged that while their...

Baptista Research

Whirlpool Corporation: Global Housing Market Recovery & Impact on North America Business! - Major Drivers

Whirlpool Corporation, a global home appliance manufacturer, demonstrated a firm commitment to operational efficiency and strategic realignment in...

Baptista Research

Whirlpool Corporation: How Is The Management Executing Global Market Penetration and Diversification! - Major Drivers

Whirlpool Corporation reported its second quarter earnings for 2024, reflecting a mixed performance amid a challenging macroeconomic...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Whirlpool Corporation: Will The North American Market Dynamics Reflect Its Capability To Adapt To & Capitalize On Market Changes?

Whirlpool Corporation has demonstrated a mixed financial performance in its latest earnings report, reflecting strategic advantages and challenges...

Baptista Research

Whirlpool Corporation: An Insight Into Its Tariff & Market Dynamics! - Major Drivers

Whirlpool Corporation's fourth-quarter 2024 performance exhibited both areas of progress and challenges. The company acknowledged that while their...

Baptista Research

Whirlpool Corporation: Global Housing Market Recovery & Impact on North America Business! - Major Drivers

Whirlpool Corporation, a global home appliance manufacturer, demonstrated a firm commitment to operational efficiency and strategic realignment in...

Baptista Research

Whirlpool Corporation: How Is The Management Executing Global Market Penetration and Diversification! - Major Drivers

Whirlpool Corporation reported its second quarter earnings for 2024, reflecting a mixed performance amid a challenging macroeconomic...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

​The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...