DexCom Stock Tumbled 23% – Opportunity or Trap?

DXCM: DexCom logo
DXCM
DexCom

DexCom (DXCM) stock has fallen by 22.6% in less than a month, from $71.06 on 23rd Oct, 2025 to $55.00 now. Should you buy this dip? Dip buying is a viable strategy for quality stocks that have a history of recovering from dips.

Dip buying is a viable strategy for quality stocks that have a history of recovering from dips. As it turns out, DXCM stock passes basic quality checks. Historically, the median return for the 12-month period following sharp dips was 49% , with median peak return reaching 51%. We define sharp dip as stock going down 30% or more, in less than 30 day period.
 
Individual stocks can be volatile and shake you out, but strategic allocation and diversification helps you stay invested. Our Boston-based, wealth management partner’s asset allocation approach is designed exactly for that.

 
Historical Median Returns Post Dips
 

Period Past Median Return
1M 6.2%
3M 23.6%
6M 37.2%
12M 48.6%

 
Historical Dip-Wise Details
 
DXCM had 9 events since 1/1/2010 where the dip threshold of -30% within 30 days was triggered

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  • 51% median peak return within 1 year of dip event
  • 330 days is the median time to peak return after a dip event
  • -8.5% median max drawdown within 1 year of dip event

30 Day Dip DXCM Subsequent Performance
Date DXCM SPY 1Y Peak
Return
Max
Drop
# Days
to Peak
Median     49% 51% -9% 330
4032025 -31% -12% -6% 45% -6% 116
7262024 -45% 1% 26% 42% -7% 213
5092022 -31% -12% 49% 51% -18% 352
9282017 -38% 2% 215% 223% -2% 348
11022016 -33% -3% -24% 36% -29% 76
2082016 -34% -10% 49% 79% -1% 213
4302014 -32% 1% 108% 118% -9% 358
11032011 -34% 12% 65% 91% -12% 330
8102011 -30% -13% 20% 27% -33% 336

 
DexCom Passes Basic Financial Quality Checks
 
Revenue growth, profitability, cash flow, and balance sheet strength need to be evaluated to reduce the risk of a dip being the sign of a deteriorating business situation.

Quality Metrics Value Quality Check
Revenue Growth (LTM) 9.3% Pass
Revenue Growth (3-Yr Avg) 17.3% Pass
Operating Cash Flow Margin (LTM) 23.0% Pass
Leverage (see below) Pass
=> Interest Coverage Ratio 42.3  
=> Cash To Interest Expense Ratio 154.2  

 
Dip buying, while attractive, needs to be evaluated carefully from multiple angles. Such multi-factor analysis is exactly how we construct the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, 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. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.