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Veracyte, Inc. (VCYT)

POSITIVE
HealthcareDiagnostics & ResearchUnited States

Fundamental

74

Price

$42.84

Market Cap

$3.32B

Part 1 · What the company is worth

Overview

Veracyte, Inc. operates as a diagnostics company in the United States and internationally. The company offers Afirma Genomic Sequencing Classifier for cancerous thyroid nodules; Decipher Prostate Genomic Classifiers for prostate cancer diagnosis; Decipher Bladder Genomic Classifier for bladder cancer diagnosis; Prosigna Breast Cancer Assay for breast cancer diagnosis; and Percepta Nasal Swab Test for lung cancer diagnosis. It also provides the nCounter analysis system services. The company was formerly known as Calderome, Inc. and changed its name to Veracyte, Inc. in March 2008. Veracyte, Inc. was incorporated in 2006 and is headquartered in South San Francisco, California.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$562M

Trailing 12 months (through 6/30/2026)

Net Income

$114M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$127M

Total Equity

$1.31B

Total Liabilities

$96M

Current Ratio

9.16

Interest Coverage

-

Debt/EBITDA

0.51

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

Fairly Valued

Fair Value

$43.39

Current Price

$42.84

Margin of Safety

+1.3%

Fair Value Range

$28.21 - $58.58

Estimation Methods

Analyst Target:$57.82
DCF:$16.42
PE-based:$71.58
Graham Growth:$22.79
EPV:$6.89
Analyst Consensus:Strong Buy (16B / 2H / 1S)
Last Earnings Surprise:+28.15%

Valuation Metrics

P/E Ratio

29.62

ROE

5.1%

P/B Ratio

2.40

P/FCF

20.08

Gross Margin

71.7%

ROIC

5.9%

Profitability Radar

Value Creation (Economic Moat)

ROIC

5.9%

WACC

15.2%

ROIC − WACC

-9.3 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Fundamental Analysis Criteria

Passed (20)

  • EPS shows upward trend
  • Price CAGR 18.52%
  • ROIC 5.9%
  • Gross Margin 71.7%
  • P/FCF 20.08
  • P/B Ratio 2.40
  • Debt/Equity ratio
  • Operating Margin 18.8%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 8.6%
  • Revenue Growth 5Y 34.5%
  • Analyst Consensus 84% Buy
  • Earnings Surprise avg 93.2%
  • Earnings Quality (OCF/NI) 1.56
  • Net Margin Trend 20.4% vs 5.5%
  • Piotroski F-Score 8/9

Failed (4)

  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Share Dilution 3.9%

Unavailable (3)

  • Dividend Payout NaN%
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Piotroski F-Score

8/9

Strong financial health

score
criteria

Earnings Quality

1.56

High quality: earnings backed by cash

Share Dilution

3.9%

Issuing new shares, diluting ownership

Governance

Executive Team

NameTitleAge
Mr. Marc A. StapleyCEO & Director55
Ms. Rebecca ChambersExecutive VP & CFO47
Dr. Phillip G. Febbo M.D.Chief Scientific & Medical Officer59
Ms. Annie McGuireExecutive VP, General Counsel & Head of Market Access44
Dr. John Leite Ph.D.Global Chief Commercial Officer53
Dr. Keith Gligorich Ph.D.Senior Vice President of Global Operations-
Mr. Jonathan WygantVP & Chief Accounting Officer54
Dr. Kevin Richard Haas Ph.D.Chief Development and Technology Officer40
Mr. Steven FrenchSenior VP & Chief Information Officer-
Ms. Kelly GuraDirector of Investor Relations-

Audit Risk

2

Board Risk

2

Compensation Risk

5

Shareholder Rights Risk

4

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for VCYT, sourced from Markets Gazette.

  • 2/25/2026NEUTRAL
    Veracyte (VCYT) Q4 2025 Earnings Call Transcript

    Investors are keenly awaiting the transcript of Veracyte Inc.'s (VCYT) Q4 2025 earnings call, scheduled for February 25, 2026. While the announcement of such an event is standard for publicly traded companies, the current unavailability of the actual transcript content prevents any in-depth analysis of the financial data, future outlook, or strategic decisions discussed. The eventual release of these details will be crucial for understanding the company's performance and projections, potentially influencing market sentiment and investment decisions. Without this information, the market remains in a holding pattern, awaiting further clarity.

via Markets Gazette