COMP <GO>
BLLN vs VCYT // REVENUE GROWTH (YOY)
BillionToOne Inc. (NASDAQ) VS. Veracyte Inc. (NASDAQ) • 15-METRIC TALLY: BLLN 2
— VCYT 9
▲ REVENUE GROWTH (YOY) LEADER: BLLN
LAST: $114.84 (+0.74%) • MKT CAP: $5.42B
revenue-growth
100.00%
LAST: $52.17 (+3.70%) • MKT CAP: $4.19B
revenue-growth
16.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLLN VS. VCYT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLLN | VCYT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 68.30% | 70.10% | -1.80 | VCYT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.90% | 4.60% | -1.70 | VCYT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 58.7x | +36.30 | VCYT | /valuation <GO> |
| Free Cash Flow Yield | 0.29% | 3.02% | -2.73 | VCYT | /fcf-yield <GO> |
| Operating Margin | 5.30% | 11.20% | -5.90 | VCYT | /operating-margins <GO> |
| Net Profit Margin | 2.40% | 12.80% | -10.40 | VCYT | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 100.00% | 16.00% | +84.00 | BLLN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 22.24 | 26.00 | -3.76 | VCYT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.2 | 65.5 | -4.30 | VCYT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.08 | -0.06 | VCYT | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 53.1x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.42B | $4.19B | $1.22B | BLLN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLLN REV | VCYT REV | BLLN GROSS % | VCYT GROSS % | BLLN FCF | VCYT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $305.1M | $517.1M | 68.3% | 70.1% | $15.7M | $126.6M |
| FY 2024 | $152.6M | $445.8M | 53.0% | 66.9% | -$46.8M | $63.8M |
| FY 2023 | $71.7M | $361.1M | — | — | -$56.9M | $28.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLLN // BETA 1.02
VCYT // BETA 1.08