COMPARE · Reviewed July 30, 2026
CDNA vs HRMY
Verdict: Side-by-side breakdown using the Bull Rankings model. CDNA scored 83.8, HRMY scored 85.3 — HRMY leads.
Compare another set
CDNA
CareDx, Inc.
83.8
$38.10 · $2.0B
fundamentals as of
Score gap
1.5
HRMY leads
HRMY
Harmony Biosciences Holdings, Inc.
85.3
$35.86 · $2.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
CDNA
stronger →← stronger
HRMY
88
Qualityreturns · margins · balance sheet
77
94
Growthrevenue & earnings expansion
100
72
Valuevaluation vs sector peers
80
HRMY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CDNA
HRMY
$92mC-
FCF
$342mC
+34.4%A
Rev
+20.7%A-
0.08B+
D/E
0.18B+
4.3xB
P/S
—
—
PEG
0.67A-
—
P/E
14.5xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CDNA
HRMY
71% above
Price vs fair valuelower is cheaper
75% below
~28%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-19%/yr
-53%
1-yr DCF upside
+208%
-42%
5-yr DCF upside
+306%
-22%
10-yr DCF upside
+509%
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
HRMY
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.
HRMYHarmony Biosciences Holdings, Inc.
Why now
Biotechnology · market cap $2.1b. 12% off the 52-week high of $40.87. Revenue growing +21%, comfortably above the S&P median. PEG 0.67 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $45.40 (implying +27% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
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.