With QuidelOrtho Stock Sliding, Have You Assessed The Risk?

QDEL: QuidelOrtho logo
QDEL
QuidelOrtho

QuidelOrtho (QDEL) stock is down 10.1% in a day. The recent slide reflects renewed concerns around declining diagnostic testing revenue and broader market pressures, but sharp drops like this often raise a tougher question: is the weakness temporary, or a sign of deeper cracks in the story?

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

  • Size: QuidelOrtho is a $2.0 Bil company with $2.7 Bil in revenue currently trading at $29.42.
  • Fundamentals: Last 12 month revenue growth of -3.7% and operating margin of 4.0%.
  • Liquidity: Has Debt to Equity ratio of 1.42 and Cash to Assets ratio of 0.02
  • Valuation: QuidelOrtho stock is currently trading at P/E multiple of -1.7 and P/EBIT multiple of -2.1
  • Has returned (median) -8.3% within a year following sharp dips since 2010. See QDEL Dip Buy Analysis.

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

That brings us to the key consideration for investors worried about this fall: how resilient is QDEL stock if markets turn south? This is where our downturn resilience framework comes in. Suppose QDEL stock falls another 20-30% to $21 – can investors comfortably hold on? Turns out, the stock has fared much 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.

Relevant Articles
  1. Does Alphabet Stock Still Have Room to Run?
  2. How Advanced Micro Devices Stock Gained 90%
  3. How To Earn 13% Yield While Waiting to Buy APH 30% Cheaper
  4. Cash Machine Trading Cheap – Adobe Stock Set to Run?
  5. Walmart Stock Hands $76 Bil Back – Worth a Look?
  6. UnitedHealth Stock Shares $77 Bil Success With Investors

2022 Inflation Shock

  • QDEL stock fell 77.1% from a high of $254.00 on 1 February 2021 to $58.16 on 9 November 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 $75.44 on 27 December 2023 , and currently trades at $29.42

  QDEL S&P 500
% Change from Pre-Recession Peak -77.1% -25.4%
Time to Full Recovery Not Fully Recovered 464 days

 
2020 Covid Pandemic

  • QDEL stock fell 49.7% from a high of $301.96 on 5 August 2020 to $151.99 on 8 September 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • The stock is yet to recover to its pre-Crisis high

  QDEL S&P 500
% Change from Pre-Recession Peak -49.7% -33.9%
Time to Full Recovery Not Fully Recovered 148 days

 
2018 Correction

  • QDEL stock fell 42.1% from a high of $76.88 on 31 August 2018 to $44.55 on 24 December 2018 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 8 January 2020

  QDEL S&P 500
% Change from Pre-Recession Peak -42.1% -19.8%
Time to Full Recovery 380 days 120 days

 
2008 Global Financial Crisis

  • QDEL stock fell 62.0% from a high of $20.84 on 30 October 2007 to $7.92 on 16 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 4 January 2013

  QDEL S&P 500
% Change from Pre-Recession Peak -62.0% -56.8%
Time to Full Recovery 1,390 days 1,480 days

 
Feeling jittery about QDEL stock? Consider portfolio approach.

The Best Investors Think In Portfolios

Individual picks can be volatile but staying invested is what matters. A diversified portfolio helps you stay the course, capture upside and reduce downside

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.