Albemarle Stock Jump Looks Great, But How Secure Is That Gain?

ALB: Albemarle logo
ALB
Albemarle

Albemarle (ALB) stock is up 11.9% in 5 trading days. The rally reflects strong energy storage growth and aggressive cost cuts, but big moves like this often invite a tougher question: is the stock truly resilient when markets reverse?

Before judging its downturn reslience, let’s look at where Albemarle stands today.

  • Size: Albemarle is a $17 Bil company with $4.9 Bil in revenue currently trading at $146.70.
  • Fundamentals: Last 12 month revenue growth of -23.9% and operating margin of 0.4%.
  • Liquidity: Has Debt to Equity ratio of 0.22 and Cash to Assets ratio of 0.11
  • Valuation: Albemarle stock is currently trading at P/E multiple of -816.1 and P/EBIT multiple of 4089.1
  • Has returned (median) 45.9% within a year following sharp dips since 2010. See ALB Dip Buy Analysis.

These metrics point to a Weak operational performance, alongside Moderate valuation – making the stock Unattractive. For details, see Buy or Sell ALB Stock

That brings us to the key consideration for investors chasing this rally: how resilient is ALB stock if markets turn south? This is where our downturn resilience framework comes in. Suppose ALB stock falls 20-30% to $103 – can investors comfortably hold on? Turns out, the stock has fared worse than the S&P 500 index during various economic downturns, based on (a) how much the stock fell and, (b) how quickly it recovered. Below, we dive deeper into each such downturn.

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2022 Inflation Shock

  • ALB stock fell 65.2% from a high of $325.38 on 11 November 2022 to $113.26 on 5 December 2023 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • The stock is yet to recover to its pre-Crisis high
  • The highest the stock has reached since then is $152.39 on 26 December 2023 , and currently trades at $146.70

  ALB S&P 500
% Change from Pre-Recession Peak -65.2% -25.4%
Time to Full Recovery Not Fully Recovered 464 days

 
2020 Covid Pandemic

  • ALB stock fell 46.0% from a high of $94.31 on 20 February 2020 to $50.90 on 23 March 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 1 September 2020

  ALB S&P 500
% Change from Pre-Recession Peak -46.0% -33.9%
Time to Full Recovery 162 days 148 days

 
2018 Correction

  • ALB stock fell 59.0% from a high of $144.58 on 8 November 2017 to $59.30 on 27 August 2019 vs. a peak-to-trough decline of 19.8% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 22 December 2020

  ALB S&P 500
% Change from Pre-Recession Peak -59.0% -19.8%
Time to Full Recovery 483 days 120 days

 
2008 Global Financial Crisis

  • ALB stock fell 66.9% from a high of $47.76 on 31 October 2007 to $15.81 on 5 March 2009 vs. a peak-to-trough decline of 56.8% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 5 October 2010

  ALB S&P 500
% Change from Pre-Recession Peak -66.9% -56.8%
Time to Full Recovery 579 days 1,480 days

 
Feeling jittery about ALB stock? Consider portfolio approach.

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Markets move differently but a mix of assets smooths volatility. A multi asset portfolio keeps you invested and reduces the impact of sharp drops in any single area.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’ strategy now includes Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices