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Shlomo Rosenbaum

Managing Director at Stifel Financial Corp.

Shlomo Rosenbaum is a Managing Director at Stifel Financial Corp., specializing in Business and Information Services research within the business services sector. He covers a wide range of publicly traded companies such as Equifax, S&P Global, First Advantage Corp, NIQ Global Intelligence, and Factset Research Systems, and is recognized for a track record of accurate equity recommendations with a documented success rate of approximately 68% on his coverage and a Financial Times/StarMine Award for stock picking. Rosenbaum began his financial career as a Commercial Banking Officer at Allfirst Bank, gained analytical experience at Josephthal & Co. and Legg Mason Capital Markets, and has been with Stifel since 2005. He holds an M.S. in Finance from the University of Baltimore, is a graduate of Talmudic College of Florida, and maintains appropriate securities industry credentials.

Shlomo Rosenbaum's questions to NIQ Global Intelligence (NIQ) leadership

Question · Q3 2025

Shlomo Rosenbaum sought granular details on the GfK integration's status, including top-line growth, operational efficiencies, margin expansion drivers, and a comment on ARDSO.

Answer

CFO Mike Burwell explained that the GfK revenue playbook is successfully driving top-line growth, contributing a couple hundred basis points. He noted that back-office integration is largely complete, with operations finishing next year, and GfK integration accounts for about half of total margin improvement. He clarified that a Q2 timing issue with DSO due to system integration was resolved in Q3. CEO Jim Peck and CFO Mike Burwell attributed APAC margins to investment in coverage and North America's to tougher revenue comps.

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Shlomo Rosenbaum's questions to S&P Global (SPGI) leadership

Question · Q3 2025

Shlomo Rosenbaum inquired about the pace of portfolio moves, specifically if S&P Global would focus on other divisions (e.g., Commodity Insights) for similar portfolio optimization after Market Intelligence, and sought clarification on market growth versus S&P Global's execution in Market Intelligence.

Answer

Martina Cheung, President and CEO, confirmed MI portfolio optimization is "substantially complete" with the EDM/ThinkFolio divestiture. She stated S&P Global will continue "tactical divestitures" from time to time, but nothing at the scale of Mobility. Regarding MI market conditions, she pointed to Capital IQ Pro's strong performance, growing faster than the end market, emphasizing S&P Global's execution, product strength, and ability to consolidate services for customers.

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Shlomo Rosenbaum's questions to WASTE MANAGEMENT (WM) leadership

Question · Q3 2025

Shlomo Rosenbaum asked if the uptick in industrial volumes, excluding WM Healthcare Solutions internalization, indicated a general improvement in the underlying business or just a bounce off the bottom. He also sought clarification on the timing of ERP system stabilization for WM Healthcare Solutions and the distinction between customer credits and write-offs. Finally, he asked how to interpret the $200 million in renewals at low double-digit PIs in the context of the 5%-6% revenue growth target.

Answer

John Morris (President and COO) confirmed that about half of the industrial volume increase was unrelated to healthcare internalization, indicating an improvement in the underlying business. Devina Rankin (EVP and CFO) clarified that customer credits reduce revenue, while write-offs are SG&A costs, and write-offs were well in hand. She stated that the ERP stabilization period is expected to conclude by the end of Q1 2026, moving into a scalable and growth period starting Q2 2026. Jim Fish (CEO) explained that the $200 million in renewals with low double-digit PIs is an indication of pricing power but is an aggregation of annualized revenue renewals and contract terms, not directly translating to the 4%-6% growth target yet.

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Shlomo Rosenbaum's questions to FACTSET RESEARCH SYSTEMS (FDS) leadership

Question · Q1 2025

Shlomo Rosenbaum of Stifel Financial Corp. followed up on the pickup in client activity in the last six weeks, asking if it was attributable more to FactSet's specific product efforts or to broader market optimism, potentially linked to the conclusion of presidential elections.

Answer

CEO Frederick Snow noted that bankers are excited about a post-election environment potentially favorable for M&A. Chief Revenue Officer Goran Skoko attributed the pickup to a combination of factors: increased client-facing activities initiated by FactSet and a tangible improvement in market sentiment and sales force optimism compared to three months prior.

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