VCYT vs the Competition: Which Stock Comes Out on Top?

VCYT: Veracyte logo
VCYT
Veracyte

Here is how Veracyte (VCYT) stacks up against its peers in size, valuation, growth and margin.

  • VCYT’s operating margin of 7.1% is modest, and higher than most peers – though lower than MTD (28.7%).
  • VCYT’s revenue growth of 19.9% in the last 12 months is strong, outpacing CCM, MTD, TMO but lagging BTSG, BDSX.
  • VCYT’s stock is down 7.5% in last 1 year, and trades at a PE of 90.0; it underperformed BTSG.

As a quick background, Veracyte provides genomic diagnostic tests and develops tools to guide cancer treatment decisions, including products for thyroid and lung cancer analysis.

  VCYT BTSG BDSX CCM MTD TMO
Market Cap ($ Bil) 2.4 4.5 0.1 0.0 27.4 184.8
Revenue ($ Bil) 0.5 11.3 0.1 0.5 3.8 42.9
PE Ratio 90.0 78.8 -1.4 -0.1 32.2 28.4
LTM Revenue Growth 19.9% 24.1% 25.7% -13.2% 1.2% 1.0%
LTM Operating Margin 7.1% 2.0% -44.3% -8.2% 28.7% 18.3%
LTM FCF Margin 17.5% 1.1% -40.9% 22.7% 15.7%
12M Market Return -7.5% 87.9% -77.2% -31.6% -8.5% -18.7%

Why does this matter? VCYT just went up 24.8% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell VCYT Stock to see if Veracyte holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through VCYT Dip Buyer Analysis lens.

While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.

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Revenue Growth Comparison

  LTM 2024 2023 2022
VCYT 19.9% 23.5% 21.8% 35.1%
BTSG 24.1% 27.6% 14.3% 15.3%
BDSX 25.7% 45.3% 28.5% -29.9%
CCM -13.2% -28.6% 13.8% -2.8%
MTD 1.2% 2.2% -3.4% 5.4%
TMO 1.0% 0.1% -4.6% 14.5%

Operating Margin Comparison

  LTM 2024 2023 2022
VCYT 7.1% 4.5% -4.7% -11.9%
BTSG 2.0% 1.8% 1.7% 3.0%
BDSX -44.3% -48.0% -84.1% -132.2%
CCM -8.2% -138.6% -86.2% -111.2%
MTD 28.7% 29.1% 28.5% 28.7%
TMO 18.3% 18.0% 17.1% 18.9%

PE Ratio Comparison

  LTM 2024 2023 2022
VCYT 80.5 125.5 -26.9 -46.4
BTSG 82.9 -182.0 -0.0 -0.0
BDSX -1.0 -4.6 -2.9 -1.5
CCM -0.1 -0.1 -0.2 -0.1
MTD 28.9 30.1 33.6 37.3
TMO 23.5 31.4 34.2 31.1

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.