SOPH vs NTRA vs EXAS vs VCYT vs CDNA

For growth investors, Natera, Inc.

(NTRA) is the stronger pick with 35. 9% revenue growth year-over-year, versus 13. 8% for CareDx, Inc (CDNA). Veracyte, Inc. (VCYT) offers the better valuation at 49. 7x trailing P/E (24. 6x forward), making it the more compelling value choice. Analysts rate SOPHiA GENETICS S. A. (SOPH) a "Buy" — based on 7 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, Natera, Inc.

(NTRA) delivered a total return of +115. 9%, compared to -72. 4% for CareDx, Inc (CDNA). Over 10 years, the gap is even starker: NTRA returned +20. 9% versus SOPH's -67. 8%. 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), Exact Sciences Corporation (EXAS) is the lower-risk stock at 0.

12β versus Veracyte, Inc. 's 1. 52β — meaning VCYT is approximately 1158% more volatile than EXAS relative to the S&P 500. On balance sheet safety, Veracyte, Inc. (VCYT) carries a lower debt/equity ratio of 3% versus 134% for SOPHiA GENETICS S. A. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Natera, Inc.

(NTRA) is pulling ahead at 35. 9% versus 13. 8% for CareDx, Inc (CDNA). On earnings-per-share growth, the picture is similar: Veracyte, Inc. grew EPS 164. 5% year-over-year, compared to -143. 0% for CareDx, Inc. Over a 3-year CAGR, NTRA leads at 41. 1% 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.

Veracyte, Inc.

(VCYT) is the more profitable company, earning 12. 8% net margin versus -102. 2% for SOPHiA GENETICS S. A. — meaning it keeps 12. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VCYT leads at 14. 3% versus -91. 8% for SOPH. At the gross margin level — before operating expenses — EXAS leads at 69. 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.

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

8x forward P/E versus 582. 8x for Exact Sciences Corporation — 560. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SOPH: 38. 9% to $7. 50.

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, Exact Sciences Corporation (EXAS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

12), +1669% 10Y return). Both have compounded well over 10 years (EXAS: +1669%, SOPH: -67. 8%), 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: SOPH is a small-cap high-growth stock; NTRA is a mid-cap high-growth stock; EXAS is a mid-cap high-growth stock; VCYT is a small-cap high-growth stock; CDNA is a small-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.