Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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>The latest quarterly results from CDW Corporation demonstrate a solid start to 2026 amid a dynamic and complex market environment characterized by accelerated artificial intelligence (AI) adoption, supply chain constraints, and memory pricing volatility.</li><li>For the first quarter, CDW reported a 9% increase in consolidated net sales year-over-year, with gross profit growing 6% and non-GAAP net income per diluted share rising by 6%.</li><li>The company generated $251 million in adjusted free cash flow and maintained a net debt position of approximately $5.1 billion, with liquidity of $2.5 billion.</li></ul>

The latest quarterly results from CDW Corporation demonstrate a solid start to 2026 amid a dynamic and complex market environment characterized by accelerated artificial intelligence (AI) adoption, supply chain constraints, and memory pricing volatility.For the first quarter, CDW reported a 9% increase in consolidated net sales year-over-year, with gross profit growing 6% and non-GAAP net income per diluted share rising by 6%.The company generated $251 million in adjusted free cash flow and maintained a net debt position of approximately $5.1 billion, with liquidity of $2.5 billion.

CDWコーポレーションの隠れたリスク：AIの成長とメモリ価格およびマージン構成への圧力が交錯！

Cdw Corp/De

CDWコーポレーションの隠れたリスク：AIの成長とメモリ価格およびマージン構成への圧力が交錯！