CDNA vs DVA
CareDx, Inc vs DaVita — AI-powered side-by-side comparison
| Metric | CDNA | DVA |
|---|
| AI Score |
69
|
53
|
| Price |
$50.82
|
$177.63
|
| P/E Ratio |
22.07×
|
15.18×
|
| ROE |
-7.0%
|
-114.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
70.6%
|
31.0%
|
| Debt / Equity |
0.05×
|
-14.09×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
62.2
|
28.1
|
| Beta |
2.419
|
0.87
|
| Expected Upside |
—
|
+1.8%
|
AI Committee View
Current Innellis committee reasoning for CDNA versus DVA.
CDNA leads by 16 points.
CDNA scores 69/100 (Buy) versus DVA at 53/100 (Watch).
CDNA Committee View
100% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 32.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 34.4% YoY -- genuine top-line momentum — Growth
- EPS growing 227.0% YoY — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
- Weekly RSI at 79 -- overbought on the larger timeframe too — Technical
DVA Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 3 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — high leverage (debt-to-equity 77.99) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 13.6 is inexpensive for the broad market — Value
- ROE of 181.2% shows genuine earnings power backing the valuation — Value
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 101.2x prices in significant intangible value — Value
- Debt-to-equity of 77.99 adds balance-sheet risk to the value case — Value
- RSI at 28 is in oversold territory (could mean either capitulation or a bounce setup) — Technical