Qiagen N.V.

Qiagen is provider of Sample to Insight solutions to transform biological materials into valuable molecular insights. Co.'s sample technologies process DNA, RNA and proteins from blood, tissue and other materials. Assay technologies make these biomolecules visible and ready for analysis. Bioinformatics software interprets data. Automation solutions unite these together in molecular testing workflows. Co. provides these workflows to four classes: Molecular Diagnostics (human healthcare), Applied Testing (forensics, veterinary testing and food safety), Pharma (pharmaceutical and biotechnology companies) and Academia (life sciences research). Co. markets its products in more than 130 countries.
  • TickerA2DKCH
  • ISINNL0012169213
  • SectorPharmaceuticals & Biotechnology
  • CountryNetherlands

Analysts

Valens Research

Valens Equity Insights and Inflections - 2019 03 20

APD currently trades near historical highs relative to UAFRS-based (Uniform) Assets, with a 2.2x Uniform P/B. At these levels, the market is pricing in expectations for Uniform ROA to expand from 6% in 2018 to record highs of 11% through 2023, accompanied by immaterial Uniform Asset growth going forward. Analysts also have bullish expectations for the firm, projecting Uniform ROA to increase to 8% through 2020, accompanied by 2% Uniform Asset growth. However, management appears to have concerns about their EMEA pricing, forecasted costs, and ability to maintain industry-leading profitability l...

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

Valens Research

Valens Equity Insights and Inflections - 2019 03 13

AAPL currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 13.5x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to continue to decline from 59% in 2018 to 18% in 2023, accompanied by 17% Uniform Asset growth going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 46% by 2020, accompanied by 8% Uniform Asset growth. Moreover, management is confident about their Services segment, subscription growth, and shareholder returns. Should AAPL just sustain profitability near cu...

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

Valens Research

QGEN - Embedded Expectations Analysis - 2019 03 08

QIAGEN N.V (QGEN:USA) currently trades near recent highs relative to UAFRS-based (Uniform) Earnings, with a 23.7x Uniform P/E. However, even at these levels, markets have bearish expectations, and management appears concerned about the capabilities of QuantiFERON-TB, new product launch sales targets, and a muted influenza season in Europe. Specifically, management may be exaggerating the capabilities and cost-effectiveness of QuantiFERON-TB as well as cost management success, and may be concerned about their ability to sustain CER growth, particularly in Japan and China. Additionally, they ma...

Remi Ramadou

QIAGEN NV- Rating report

Qiagen is a provider of innovative sample & assay technologies. The company’s automated systems and consumable products allow customers to transform raw biological amples into valuable molecular insights. Sample technologies are used to isolate DNA, RNA and proteins from any biological sample, such as blood or tissue as well as plants and other samples that contain biological materials. Assay technologies are then used to amplify, enrich and provide results for analysis, such as the DNA of a virus or a mutation of a gene contained in a cancer cell, and these are supported by a portfolio of bio...

Valens Research

Valens Equity Insights and Inflections - 2019 03 20

APD currently trades near historical highs relative to UAFRS-based (Uniform) Assets, with a 2.2x Uniform P/B. At these levels, the market is pricing in expectations for Uniform ROA to expand from 6% in 2018 to record highs of 11% through 2023, accompanied by immaterial Uniform Asset growth going forward. Analysts also have bullish expectations for the firm, projecting Uniform ROA to increase to 8% through 2020, accompanied by 2% Uniform Asset growth. However, management appears to have concerns about their EMEA pricing, forecasted costs, and ability to maintain industry-leading profitability l...

Valens Research

Valens Equity Insights and Inflections - 2019 03 13

AAPL currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 13.5x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to continue to decline from 59% in 2018 to 18% in 2023, accompanied by 17% Uniform Asset growth going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 46% by 2020, accompanied by 8% Uniform Asset growth. Moreover, management is confident about their Services segment, subscription growth, and shareholder returns. Should AAPL just sustain profitability near cu...

Valens Research

QGEN - Embedded Expectations Analysis - 2019 03 08

QIAGEN N.V (QGEN:USA) currently trades near recent highs relative to UAFRS-based (Uniform) Earnings, with a 23.7x Uniform P/E. However, even at these levels, markets have bearish expectations, and management appears concerned about the capabilities of QuantiFERON-TB, new product launch sales targets, and a muted influenza season in Europe. Specifically, management may be exaggerating the capabilities and cost-effectiveness of QuantiFERON-TB as well as cost management success, and may be concerned about their ability to sustain CER growth, particularly in Japan and China. Additionally, they ma...

Michael Waterhouse

Morningstar | Qiagen's Molecular Diagnostics Focus Should Improve Growth Outlook

Qiagen’s access to the molecular diagnostics market offers compelling growth opportunities, but the company’s struggle in the HPV segment exemplifies how quickly tides can turn from technological advancement in this young field. Qiagen is a significant player in the sample preparation niche of the life science and molecular diagnostics market. Over the past few years, Qiagen has successfully transformed its business to focus on this higher growth industry, but the company has also faced a major setback the past few years in its U.S. HPV franchise, which now makes up less than 2% of sales, foll...

Michael Waterhouse

Morningstar | Qiagen's Molecular Diagnostics Focus Should Improve Growth Outlook

Qiagen’s access to the molecular diagnostics market offers compelling growth opportunities, but the company’s struggle in the HPV segment exemplifies how quickly tides can turn from technological advancement in this young field. Qiagen is a significant player in the sample preparation niche of the life science and molecular diagnostics market. Over the past few years, Qiagen has successfully transformed its business to focus on this higher growth industry, but the company has also faced a major setback the past few years in its U.S. HPV franchise, which now makes up less than 2% of sales, foll...

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

ValuEngine Rating and Forecast Report for QGEN

Qiagen – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: Sector Synopsis

Investors continue to prefer the stability of the U.S. relative to emerging markets. The decline in emerging markets and their currencies suggest global risk aversion. U.S. equity markets are, by contrast, not showing any significant signs of coming unhinged as a result of this rout in emerging markets. We continue to monitor the following to assess the health of the U.S. market: • U.S. Dollar: The U.S. dollar remains the de-facto world currency and has aided the U.S. equity markets in staying a step above the malaise in global markets. However we would prefer to see stabilization in emerg...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Bottoms-up view on developed int'l, part two Big Picture: Our outlook remains neutral on the MSCI ACWI ex-U.S. index (when priced in local currency) while horizontal consolidation continues. On the other hand, we are negative on broad global ex-U.S. markets when priced in USD... see charts below. In today's report we take a bottoms-up approach to developed ex-U.S. equities, highlighting stocks that present attractive buy opportunities at current levels. Specifically we present actionable stocks within the Communications, Health Care, Manufacturing, Materials, Technology, Transportation, and U...

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