CDNA vs PTGX
CareDx, Inc vs Protagonist Therapeutics, Inc. — AI-powered side-by-side comparison
VS
PTGX
Protagonist Therapeutics, Inc.
67
Buy
| Metric | CDNA | PTGX |
|---|
| AI Score |
67
|
67
|
| Price |
$46.38
|
$158.59
|
| P/E Ratio |
21.06×
|
127.33×
|
| ROE |
-7.0%
|
-21.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
70.6%
|
99.9%
|
| Debt / Equity |
0.05×
|
0.01×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
57.4
|
75.9
|
| Beta |
2.419
|
1.794
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for CDNA versus PTGX.
The committee scores are tied.
CDNA and PTGX both score 67/100.
CDNA Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is bollinger bandwidth of 45.6% signals elevated volatility. The committee is constructive but not yet at full conviction.
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 81 -- overbought on the larger timeframe too — Technical
PTGX Committee View
83% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 34.8% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 119.8 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 34.8% YoY -- genuine top-line momentum — Growth
- EPS growing 46.0% YoY — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 119.8 is expensive by classic value standards — Value
- Price-to-book of 8.9x prices in significant intangible value — Value
- RSI at 76 is in overbought territory — Technical