COMPARE · Reviewed July 30, 2026
CDNA vs DOCS
Verdict: Side-by-side breakdown using the Bull Rankings model. CDNA scored 83.8, DOCS scored 90.8 — DOCS leads.
Compare another set
CDNA
CareDx, Inc.
83.8
$38.10 · $2.0B
fundamentals as of
Score gap
7.0
DOCS leads
DOCS
Doximity, Inc.
90.8
$21.24 · $3.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CDNA
stronger →← stronger
DOCS
88
Qualityreturns · margins · balance sheet
90
94
Growthrevenue & earnings expansion
93
72
Valuevaluation vs sector peers
90
DOCS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CDNA
DOCS
$92mC-
FCF
$326mC
+34.4%A
Rev
+13.1%B+
0.08B+
D/E
0.01A
4.3xB
P/S
—
—
PEG
0.59A-
—
P/E
21.7xB+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CDNA
DOCS
71% above
Price vs fair valuelower is cheaper
18% below
~28%/yr
Growth the price implies10-yr FCF · lower = less priced in
~2%/yr
-53%
1-yr DCF upside
+10%
-42%
5-yr DCF upside
+22%
-22%
10-yr DCF upside
+41%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CDNA
Why this score
- Buying back stock
DOCS
Why this score
- Durable high returns
The companies
CDNACareDx, Inc.
Why now
Diagnostics & Research · market cap $2.0b. 6% off the 52-week high of $40.47. Revenue growing +34% — in hypergrowth territory. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $35.40 (implying -7% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Beta 2.43 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
DOCSDoximity, Inc.
Why now
Health Information Services · market cap $3.8b. Down 72% from 52-week high of $76.51 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.59 — paying under fair value for the growth rate. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $24.61 (implying +16% upside).
Moat
Net margin 30% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 166% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 72% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.