COMPARE · Reviewed July 30, 2026
CDNA vs PODD
Verdict: Side-by-side breakdown using the Bull Rankings model. CDNA scored 83.8, PODD scored 79.1 — CDNA leads.
Compare another set
CDNA
CareDx, Inc.
83.8
$38.10 · $2.0B
fundamentals as of
Score gap
4.7
CDNA leads
PODD
Insulet Corporation
79.1
$165.68 · $11.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
CDNA
stronger →← stronger
PODD
88
Qualityreturns · margins · balance sheet
75
94
Growthrevenue & earnings expansion
100
72
Valuevaluation vs sector peers
67
CDNA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CDNA
PODD
$92mC-
FCF
$416mC
+34.4%A
Rev
+31.9%A
0.08B+
D/E
0.78C+
4.3xB
P/S
—
—
PEG
1.46B
—
P/E
38.7xC+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CDNA
PODD
71% above
Price vs fair valuelower is cheaper
30% above
~28%/yr
Growth the price implies10-yr FCF · lower = less priced in
~21%/yr
-53%
1-yr DCF upside
-41%
-42%
5-yr DCF upside
-23%
-22%
10-yr DCF upside
+13%
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
PODD
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.
PODDInsulet Corporation
Why now
Medical Devices · market cap $11.5b. Down 53% from 52-week high of $354.88 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. 24 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $235.54 (implying +42% upside).
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 137% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 53% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 39x 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.