Section 1: Company Fundamentals

1.1 Summary Table

1.2 The Key Positives, Negatives, and Investment summary

1.3 Key Metrics:

The graph below demonstrates that QDEL's revenues and gross profits have increased over the previous five years with an impressive 5 –year CAGR of 57.26% for revenue and 68.92% for Gross profits depicting increased demand for products and controlled cost of revenue. The other graph shows that QDELs outperformed the industry median in terms of profit margins across all segments, which illustrates effective resource management and operational efficiency.

Section 2: Quidelortho Corp. (“Buy” at USD 78.38, current market price as of September 1, 2022, at 7:10 AM PDT)

2.1 Company Details

2.2 Valuation and Technical Guidance

Carlyle Group Inc

Section 1: Company Fundamentals

1.1 Summary Table

1.2 The Key Positives, Negatives, and Investment summary

1.3 Key Metrics

CG experienced impressive growth over the last five years in both the top-line and bottom-line financials, which is observed by up-trending revenues and net margins over the period. CG incurred a decline in revenues in FY20 because of global market correction due to the Coronavirus pandemic. FY21 was the best year for the company in terms of revenues and net margins due to a recovery in the financial market after a major correction in the previous year. Lastly, the company has a remarkable 5-year revenue CAGR of 31.02% and a 4-year Net profit CAGR of 86.84%. Furthermore, a higher net profit CAGR represents increased efficiency in the operational and profitability management of the company.

Section 2: Carlyle Group Inc (“Buy” at the closing market price of USD 31.69 as of September 01, 2022, at 07:10 am PDT)

2.1 Company Details

2.2 Valuation and Technical Guidance

Markets are trading in a highly volatile zone currently due to certain macro-economic and geopolitical tensions prevailing. Therefore, it is prudent to follow a cautious approach while investing.

Note 1: Past performance is not a reliable indicator of future performance. 

Note 2: The reference data in this report has been partly sourced from REFINITIV.

Note 3: Investment decisions should be made depending on an individual's appetite for upside potential, risks, holding duration, and any previous holdings. An 'Exit' from the stock can be considered if the Target Price mentioned as per the Valuation and or the technical levels provided has been achieved and is subject to the factors discussed above.

Note 4: The report publishing date is as per the Pacific Time Zone.

Technical Indicators Defined: -

Support: A level at which the stock prices tend to find support if they are falling, and a downtrend may take a pause backed by demand or buying interest. Support 1 refers to the nearby support level for the stock and if the price breaches the level, then Support 2 may act as the crucial support level for the stock.

Resistance: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Resistance 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Resistance 2 may act as the crucial resistance level for the stock.

Stop-loss: It is a level to protect further losses in case of unfavorable movement in the stock prices.

Disclaimer

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