SEER vs NAUT vs CDNA vs ILMN

For growth investors, CareDx, Inc (CDNA) is the stronger pick with 13.

8% revenue growth year-over-year, versus -8. 1% for Seer, Inc. (SEER). Illumina, Inc. (ILMN) offers the better valuation at 25. 5x trailing P/E (26. 8x forward), making it the more compelling value choice. Analysts rate Nautilus Biotechnology, Inc. (NAUT) a "Buy" — based on 5 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.

On forward P/E, CareDx, Inc is actually cheaper at 22.

8x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Illumina, Inc.

(ILMN) delivered a total return of -62. 8%, compared to -95. 1% for Seer, Inc. (SEER). Over 10 years, the gap is even starker: CDNA returned +385. 1% versus SEER's -96. 7%. 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), Seer, Inc.

(SEER) is the lower-risk stock at 0. 84β versus Nautilus Biotechnology, Inc. 's 1. 82β — meaning NAUT is approximately 116% more volatile than SEER relative to the S&P 500. On balance sheet safety, CareDx, Inc (CDNA) carries a lower debt/equity ratio of 6% versus 94% for Illumina, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), CareDx, Inc (CDNA) is pulling ahead at 13.

8% versus -8. 1% for Seer, Inc. (SEER). On earnings-per-share growth, the picture is similar: Illumina, Inc. grew EPS 170. 9% year-over-year, compared to -143. 0% for CareDx, Inc. Over a 3-year CAGR, SEER leads at 29. 7% 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 -620. 9% for Seer, 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 -717. 7% for SEER. At the gross margin level — before operating expenses — CDNA leads at 67. 0%, 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.

On forward earnings alone, CareDx, Inc (CDNA) trades at 22.

8x forward P/E versus 26. 8x for Illumina, Inc. — 3. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CDNA: 11. 9% to $24. 00.

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, Seer, Inc.

(SEER) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 84)). Nautilus Biotechnology, Inc. (NAUT) carries a higher beta of 1. 82 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SEER: -96. 7%, NAUT: -72. 4%), 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.

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.