GH vs ILMN

For growth investors, Guardant Health, Inc.

(GH) is the stronger pick with 32. 9% revenue growth year-over-year, versus -0. 8% for Illumina, Inc. (ILMN). Illumina, Inc. (ILMN) offers the better valuation at 26. 2x trailing P/E (27. 5x forward), making it the more compelling value choice. Analysts rate Guardant Health, Inc. (GH) a "Buy" — based on 30 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, Guardant Health, Inc.

(GH) delivered a total return of -31. 5%, compared to -61. 1% for Illumina, Inc. (ILMN). Over 10 years, the gap is even starker: GH returned +186. 5% versus ILMN's +4. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Guardant Health, Inc.

(GH) is the lower-risk stock at 0. 86β versus Illumina, Inc. 's 1. 23β — meaning ILMN is approximately 43% more volatile than GH relative to the S&P 500.

By revenue growth (latest reported year), Guardant Health, Inc.

(GH) is pulling ahead at 32. 9% versus -0. 8% for Illumina, Inc. (ILMN). On earnings-per-share growth, the picture is similar: Illumina, Inc. grew EPS 170. 9% year-over-year, compared to 6. 7% for Guardant Health, Inc.. Over a 3-year CAGR, GH leads at 29. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Illumina, Inc.

(ILMN) is the more profitable company, earning 19. 6% net margin versus -42. 4% for Guardant Health, Inc. — meaning it keeps 19. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ILMN leads at 19. 9% versus -44. 5% for GH. At the gross margin level — before operating expenses — ILMN leads at 66. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

Analyst consensus price targets imply the most upside for GH: 44.

3% to $133. 14.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Guardant Health, Inc.

(GH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 86), +186. 5% 10Y return). Both have compounded well over 10 years (GH: +186. 5%, ILMN: +4. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: GH is a mid-cap high-growth stock; ILMN is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.