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

Wyndham Hotels & Resorts  / Equity Bottom-Up

<ul><li>Wyndham Hotels & Resorts reported a mixed performance in the first quarter of 2026, reflecting both positive developments and ongoing challenges within its global operations.</li><li>The company demonstrated a strong start to the year with a 4% net room growth and a record development pipeline exceeding 259,000 rooms, marking its 23rd consecutive quarter of pipeline expansion.</li><li>U.S. same-store RevPAR (Revenue Per Available Room) showed a faster-than-expected recovery, improving by over 600 basis points to near flat growth, outperforming an initial forecast of a 2-3% decline.</li></ul>

Wyndham Hotels & Resorts reported a mixed performance in the first quarter of 2026, reflecting both positive developments and ongoing challenges within its global operations.The company demonstrated a strong start to the year with a 4% net room growth and a record development pipeline exceeding 259,000 rooms, marking its 23rd consecutive quarter of pipeline expansion.U.S. same-store RevPAR (Revenue Per Available Room) showed a faster-than-expected recovery, improving by over 600 basis points to near flat growth, outperforming an initial forecast of a 2-3% decline.

Wyndham Hotels & Resorts: Can 4% Room Growth Offset The Back-Half Leisure Demand Headwind?

<ul><li>Wyndham Hotels & Resorts has reported its fourth-quarter and full-year 2025 results amidst challenging market conditions, underscoring both areas of strength and elements warranting caution.</li><li>The company achieved a notable 4% net room growth for the year, matching its projections with a 4% rise in comparable adjusted EBITDA and a 6% increase in adjusted EPS.</li><li>The chain added its largest-ever number of organic rooms—72,000—representing a 13% year-on-year increase and signed a record 870 franchise agreements.</li></ul>

Wyndham Hotels & Resorts has reported its fourth-quarter and full-year 2025 results amidst challenging market conditions, underscoring both areas of strength and elements warranting caution.The company achieved a notable 4% net room growth for the year, matching its projections with a 4% rise in comparable adjusted EBITDA and a 6% increase in adjusted EPS.The chain added its largest-ever number of organic rooms—72,000—representing a 13% year-on-year increase and signed a record 870 franchise agreements.

Wyndham Hotels & Resorts: Leveraging RevPAR Recovery and Occupancy Momentum for a Stronger Cycle!

<ul><li>Wyndham Hotels & Resorts recently presented their financial results for the third quarter of 2025, featuring several notable aspects in terms of room growth and financial performance, but also highlighting challenges in RevPAR and market conditions.</li><li>On a positive note, Wyndham continues to demonstrate resilience in expanding its global footprint.</li><li>The company reported a 21% increase in room openings and a 24% rise in signed deals, with their global pipeline growing by 4% to 257,000 rooms and nearly 2,200 hotels.</li></ul>

Wyndham Hotels & Resorts recently presented their financial results for the third quarter of 2025, featuring several notable aspects in terms of room growth and financial performance, but also highlighting challenges in RevPAR and market conditions.On a positive note, Wyndham continues to demonstrate resilience in expanding its global footprint.The company reported a 21% increase in room openings and a 24% rise in signed deals, with their global pipeline growing by 4% to 257,000 rooms and nearly 2,200 hotels.

Wyndham Hotels: Growth in Net Unit, Global Pipeline & Other Factors Driving Our Optimism!

<ul><li>Wyndham Hotels & Resorts reported a robust second quarter in 2025, demonstrating resilience and strategic expansion across multiple fronts.</li><li>The company's global system growth reached 4%, with sequential net room growth in all operating regions.</li><li>The introduction of innovative technology and strategic partnerships appears to have contributed significantly to this growth trajectory.</li></ul>

Wyndham Hotels & Resorts reported a robust second quarter in 2025, demonstrating resilience and strategic expansion across multiple fronts.The company's global system growth reached 4%, with sequential net room growth in all operating regions.The introduction of innovative technology and strategic partnerships appears to have contributed significantly to this growth trajectory.

Wyndham Hotels & Resorts Bets Big on FeePAR & International Growth—Is It a Winning Formula?

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

S&P Small Cap 600 Index / Technical Analysis

<ul>
<li>Our outlook remains bullish and the significant end-of-year rally that we have been expecting since mid-October is in full swing; continue to ride the trend higher.</li>
<li>Our election day Compass report (11/5/24) was titled "Buy the Pullback," and last week's Compass (11/19/24) was similarly titled "Buy the Pullback Again" </li>
<li>We continue to expect significant upside into year-end and the early part of 2025, with small- and mid-caps leading the way, and for index support at 20-day MAs.</li>
</ul>


Our outlook remains bullish and the significant end-of-year rally that we have been expecting since mid-October is in full swing; continue to ride the trend higher.
Our election day Compass report (11/5/24) was titled "Buy the Pullback," and last week's Compass (11/19/24) was similarly titled "Buy the Pullback Again" 
We continue to expect significant upside into year-end and the early part of 2025, with small- and mid-caps leading the way, and for index support at 20-day MAs.


Continue to Ride the Trend Higher; Upgrading Discretionary to Overweight; Overweight Mid/Small-Caps

United States

Wyndham Hotels & Resorts, Inc. owns and operates hotel and resort chain. The Company offers rooms and amenities, pools, resorts, meetings and events space, wedding venues, and breakfast packages. Wyndham Hotels & Resorts serves customers worldwide.

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Wyndham Hotels & Resorts (WH US)

Wyndham Hotels & Resorts: Can 4% Room Growth Offset The Back-Half Leisure Demand Headwind?

Wyndham Hotels & Resorts reported a mixed performance in the first quarter of 2026, reflecting both positive developments and ongoing...

Baptista Research

Wyndham Hotels & Resorts: Leveraging RevPAR Recovery and Occupancy Momentum for a Stronger Cycle!

Wyndham Hotels & Resorts has reported its fourth-quarter and full-year 2025 results amidst challenging market conditions, underscoring both...

Baptista Research

Wyndham Hotels: Growth in Net Unit, Global Pipeline & Other Factors Driving Our Optimism!

Wyndham Hotels & Resorts recently presented their financial results for the third quarter of 2025, featuring several notable aspects in terms...

Baptista Research

Wyndham Hotels & Resorts Bets Big on FeePAR & International Growth—Is It a Winning Formula?

Wyndham Hotels & Resorts reported a robust second quarter in 2025, demonstrating resilience and strategic expansion across multiple...

Baptista Research

Continue to Ride the Trend Higher; Upgrading Discretionary to Overweight; Overweight Mid/Small-Caps

Continue to Ride the Trend Higher; Upgrading Discretionary to Overweight $XLY $RSPD $XRT; Overweight Mid- & Small-Caps $IWM $IJR $IJH. Latest "Buy...

Vermilion Research

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