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>Dassault Systèmes reported strong fourth-quarter and full-year 2024 results, emphasizing the performance of its 3DEXPERIENCE platform across various industries and geographies.</li><li>Key highlights from the earnings discussion include a 9% acceleration in software revenue during Q4 and an overall EPS growth of 11%.</li><li>For the full year, software revenue grew 6% with subscription revenue increasing by 10%, highlighting a significant drift towards recurring revenue, now constituting 80% of software revenue.</li></ul>

Dassault Systèmes reported strong fourth-quarter and full-year 2024 results, emphasizing the performance of its 3DEXPERIENCE platform across various industries and geographies.Key highlights from the earnings discussion include a 9% acceleration in software revenue during Q4 and an overall EPS growth of 11%.For the full year, software revenue grew 6% with subscription revenue increasing by 10%, highlighting a significant drift towards recurring revenue, now constituting 80% of software revenue.

다쏘시스템: 보험 적용 개시 - 메디데이터 성장 및 반복적 수익이 성장을 이끄는 핵심 요인입니다!

Dassault Systemes

다쏘시스템: 보험 적용 개시 - 메디데이터 성장 및 반복적 수익이 성장을 이끄는 핵심 요인입니다!