COMPARE · Reviewed July 30, 2026
CDNA vs ISRG
Verdict: Side-by-side breakdown using the Bull Rankings model. CDNA scored 83.8, ISRG scored 76.6 — CDNA leads.
Compare another set
CDNA
CareDx, Inc.
83.8
$38.10 · $2.0B
fundamentals as of
Score gap
7.2
CDNA leads
ISRG
Intuitive Surgical, Inc.
76.6
$352.97 · $126.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
CDNA
stronger →← stronger
ISRG
88
Qualityreturns · margins · balance sheet
84
94
Growthrevenue & earnings expansion
99
72
Valuevaluation vs sector peers
54
CDNA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CDNA
ISRG
$92mC-
FCF
$3.2bB
+34.4%A
Rev
+20.7%A-
0.08B+
D/E
—
4.3xB
P/S
—
—
PEG
1.73C+
—
P/E
40.5xC+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CDNA
ISRG
71% above
Price vs fair valuelower is cheaper
200% above
~28%/yr
Growth the price implies10-yr FCF · lower = less priced in
~38%/yr
-53%
1-yr DCF upside
-70%
-42%
5-yr DCF upside
-67%
-22%
10-yr DCF upside
-61%
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
ISRG
No notable signals flagged.
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.
ISRGIntuitive Surgical, Inc.
Why now
Medical Instruments & Supplies · market cap $126.5b. Down 42% from 52-week high of $603.88 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $477.25 (implying +35% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 103% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.46 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 40x 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.