WallStSmart

CareDx Inc (CDNA)vsNatera Inc (NTRA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Natera Inc generates 446% more annual revenue ($2.50B vs $458.09M). CDNA leads profitability with a 24.2% profit margin vs -9.1%. CDNA earns a higher WallStSmart Score of 53/100 (C-).

CDNA

Buy

53

out of 100

Grade: C-

Growth: 6.7Profit: 4.0Value: 7.0Quality: 7.0
Piotroski: 4/9Altman Z: 0.36

NTRA

Avoid

31

out of 100

Grade: F

Growth: 8.0Profit: 2.0Value: 5.0Quality: 6.0
Piotroski: 3/9Altman Z: 0.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CDNAUndervalued (+68.3%)

Margin of Safety

+68.3%

Fair Value

$62.15

Current Price

$47.31

$14.84 discount

UndervaluedFair: $62.15Overvalued

Intrinsic value data unavailable for NTRA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CDNA3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
52.2%10/10

Revenue surging 52.2% year-over-year

Debt/EquityHealth
0.0510/10

Conservative balance sheet, low leverage

Profit MarginProfitability
24.2%9/10

Keeps 24 of every $100 in revenue as profit

NTRA2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
38.8%10/10

Revenue surging 38.8% year-over-year

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Areas to Watch

CDNA4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Operating MarginProfitability
0.2%3/10

Operating margin of 0.2%

Return on EquityProfitability
-2.6%2/10

ROE of -2.6% — below average capital efficiency

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

NTRA4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
25.4x2/10

Trading at 25.4x book value

Return on EquityProfitability
-10.6%2/10

ROE of -10.6% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CDNA

The strongest argument for CDNA centers on Revenue Growth, Debt/Equity, Profit Margin. Profitability is solid with margins at 24.2% and operating margin at 0.2%. Revenue growth of 52.2% demonstrates continued momentum.

Bull Case : NTRA

The strongest argument for NTRA centers on Revenue Growth, Debt/Equity. Revenue growth of 38.8% demonstrates continued momentum.

Bear Case : CDNA

The primary concerns for CDNA are EPS Growth, Operating Margin, Return on Equity.

Bear Case : NTRA

The primary concerns for NTRA are EPS Growth, Piotroski F-Score, Price/Book.

Key Dynamics to Monitor

CDNA profiles as a growth stock while NTRA is a hypergrowth play — different risk/reward profiles.

CDNA carries more volatility with a beta of 2.42 — expect wider price swings.

CDNA is growing revenue faster at 52.2% — sustainability is the question.

CDNA generates stronger free cash flow (29M), providing more financial flexibility.

Bottom Line

CDNA scores higher overall (53/100 vs 31/100), backed by strong 24.2% margins and 52.2% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

CareDx Inc

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

CareDx, Inc. discovers, develops and markets diagnostic solutions for transplant patients and caregivers globally. The company is headquartered in South San Francisco, California.

Natera Inc

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Natera, Inc., a diagnostic company, develops and markets molecular testing services globally. The company is headquartered in San Carlos, California.

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