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 Capital Markets

<ul><li>Zscaler’s stock may have taken a beating in the recent Nasdaq crash but its financial results were strong.</li><li>The company grew revenue by 63% year over year, billings by 54%, and free cash flow margins by 15%, all while investing for high growth.</li><li>The management expects a revenue growth of 54% to 55% year-over-year increase and 79% gross margin in the coming quarter and have expanded their revenue guidance for 2022 to approximately $1.078 billion, representing a 60% year-over-year increase.</li></ul>

Zscaler’s stock may have taken a beating in the recent Nasdaq crash but its financial results were strong.The company grew revenue by 63% year over year, billings by 54%, and free cash flow margins by 15%, all while investing for high growth.The management expects a revenue growth of 54% to 55% year-over-year increase and 79% gross margin in the coming quarter and have expanded their revenue guidance for 2022 to approximately $1.078 billion, representing a 60% year-over-year increase.

Zscaler Inc.: Robust Cloud-Native Cybersecurity Platform & Other Drivers

<ul><li>As Zscaler's customers embrace the cloud, the company has continued to see strong demand for their Zero Trust Exchange platform.</li><li>It increased revenue by a staggering 63% and billings by 59% year-over-year in the last quarter while increasing operating profits and free cash flow by more than 50%.</li><li>In its ZCP pillar, powered by the same core ZIA and ZPA technology, the company intends to bring zero trust to workloads.</li></ul>

As Zscaler's customers embrace the cloud, the company has continued to see strong demand for their Zero Trust Exchange platform.It increased revenue by a staggering 63% and billings by 59% year-over-year in the last quarter while increasing operating profits and free cash flow by more than 50%.In its ZCP pillar, powered by the same core ZIA and ZPA technology, the company intends to bring zero trust to workloads.

<ul><li>Zscaler was among the many pricey, high-growth stocks that got hammered during the recent selloff.</li><li>They increased revenue by 62% and billings by 71% while achieving record operating profits and free cash flow.</li><li>It recently achieved a significant milestone of surpassing $1 billion in annual revenue while maintaining rapid growth.</li></ul>

Zscaler was among the many pricey, high-growth stocks that got hammered during the recent selloff.They increased revenue by 62% and billings by 71% while achieving record operating profits and free cash flow.It recently achieved a significant milestone of surpassing $1 billion in annual revenue while maintaining rapid growth.

Zscaler: Is The Valuation Premium Justified? (12/2021)

<ul><li>This is our first report on Zscaler, a company known to provide a wide variety of digital transformation & cybersecurity solutions.</li><li>The company has key partnerships with other cybersecurity players like CrowdStrike as well as giants like Siemens which are important drivers for future growth.</li><li>Given the expensive valuation, we give the company a ‘Hold’ rating at current levels.</li></ul>

This is our first report on Zscaler, a company known to provide a wide variety of digital transformation & cybersecurity solutions.The company has key partnerships with other cybersecurity players like CrowdStrike as well as giants like Siemens which are important drivers for future growth.Given the expensive valuation, we give the company a ‘Hold’ rating at current levels.

United States

Zscaler, Inc. operates as a security software company. The Company offers cloud-based platform that provides web and mobile security, threat protection, cloud application visibility, and networking solutions. Zscaler serves clients worldwide.

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Zscaler (ZS US)

Zscaler Inc.: Robust Cloud-Native Cybersecurity Platform & Other Drivers

Zscaler’s stock may have taken a beating in the recent Nasdaq crash but its financial results were strong. The company grew revenue by 63% year...

Baptista Research

Zscaler Inc.: Investment Thesis

As Zscaler's customers embrace the cloud, the company has continued to see strong demand for their Zero Trust Exchange platform. It increased...

Baptista Research

Zscaler: Is The Valuation Premium Justified? (12/2021)

Zscaler was among the many pricey, high-growth stocks that got hammered during the recent selloff. They increased revenue by 62% and billings by...

Baptista Research

Zscaler Inc. - Investment Thesis

This is our first report on Zscaler, a company known to provide a wide variety of digital transformation & cybersecurity solutions. The...

Baptista Research

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