Added to YB: 2025-07-31
Pitch date: 2025-06-10
QDEL [bullish]
QuidelOrtho Corporation
-7.22%
current return
Author Info
No bio for this author
Company Info
QuidelOrtho Corporation provides diagnostic testing solutions. The company operates through Labs, Transfusion Medicine, Point of Care, and Molecular Diagnostics business units.
Market Cap
$1.4B
Pitch Price
$31.04
Price Target
100.00 (+247%)
Dividend
N/A
EV/EBITDA
6.63
P/E
-1.22
EV/Sales
1.55
Sector
Health Care Equipment and Supplies
Category
turnaround
QuidelOrtho Corporation - $QDEL
QDEL: High-quality diagnostics firm at 50% peer discount due to transitory issues now resolving. New CEO Blaser driving operational discipline after poor merger execution. Labs division growing 7% organically with China unaffected by tariffs. Savanna platform discontinued, removing margin drag. Expect EBITDA margins to expand from 19.5% to mid-20s by 2027. 3x price potential at 10x 2028E EBITDA ($850M).
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