COMPARE · Reviewed July 30, 2026
CDNA vs DXCM
Verdict: Side-by-side breakdown using the Bull Rankings model. CDNA scored 83.8, DXCM scored 82.9 — CDNA leads.
Compare another set
CDNA
CareDx, Inc.
83.8
$38.10 · $2.0B
fundamentals as of
Score gap
0.9
CDNA leads
DXCM
DexCom, Inc.
82.9
$74.54 · $28.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CDNA
stronger →← stronger
DXCM
88
Qualityreturns · margins · balance sheet
88
94
Growthrevenue & earnings expansion
95
72
Valuevaluation vs sector peers
68
DXCM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CDNA
DXCM
$92mC-
FCF
$1.4bC+
+34.4%A
Rev
+15.5%B+
0.08B+
D/E
0.47B
4.3xB
P/S
—
—
PEG
1.40B
—
P/E
32.0xB
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CDNA
DXCM
71% above
Price vs fair valuelower is cheaper
35% above
~28%/yr
Growth the price implies10-yr FCF · lower = less priced in
~20%/yr
-53%
1-yr DCF upside
-39%
-42%
5-yr DCF upside
-26%
-22%
10-yr DCF upside
-3%
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
DXCM
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.
DXCMDexCom, Inc.
Why now
Medical Devices · market cap $28.8b. 14% off the 52-week high of $87.00. Revenue growing +16%, comfortably above the S&P median. 25 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $86.16 (implying +16% upside).
Moat
Net margin 20% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 141% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 1.45 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.