Veracyte, Inc (VCYT) Fair Value & Analysis
Healthcare · US · Market cap $4.5B
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 24 days ago
Share price −15.9% over the past month.
A solid business, but screening 61% overvalued on our models.
What matters now
- A high-quality business (quality 71/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($22.87). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $15.31 – $60.49 · fair‑value band $13.72 – $22.87 · the $47.22 price screens above the $18.29 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Veracyte, Inc (VCYT) currently trades at $47.22, while our model-based Fair Value estimate is $18.29, implying the stock looks roughly 61.3% overvalued today. The Quality Score stands at 71/100 (solid quality), in the Healthcare sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Veracyte, Inc generated revenue of $542M at a net margin of 16.3%. Revenue grew 21.5% year over year. It earns a return on equity of 6.9%. The balance sheet holds a net cash position of $323M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $13.72 (bear case) to $22.87 (bull case); at $47.22, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 7% below its 52-week high and 109% above its 52-week low, currently above its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -48% fair-value upside, at -61%, VCYT screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($37.42) versus Dividend Discount ($0.6000). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 73 · Market factors (momentum, volatility) 61
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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 …
Full company description
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.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Veracyte, Inc reported revenue of $517M in FY2025 versus $220M in FY2021, a compound +23.9%/yr. Reported net income was $66.4M in FY2025.
VCYT screens 61% overvalued. Compare with Thermo Fisher Scientific Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Is Veracyte (VCYT) Fully Valued After Raising 2026 Revenue Guidance?
- Veracyte Inc (VCYT) (Q2 2026) Earnings Call Highlights: Record Revenue and Strategic Launches ...
- Veracyte (VCYT) Q2 Earnings and Revenues Surpass Estimates
- Veracyte Announces Second Quarter 2026 Financial Results
Peer Group
Diagnostics & Research · 136 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Diagnostics & Research median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Diagnostics & Research stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Thermo Fisher Scientific Inc TMO | $543.19 | $308.19 | -43% |
| Danaher Corporation DHR | $199.66 | $103.88 | -48% |
| WuXi AppTec Co 2359 | HK$160.70 | HK$125.20 | -22% |
| Lonza Group LONN | CHF 567.80 | CHF 259.80 | -54% |
| IDEXX Laboratories, Inc IDXX | $567.44 | $255.77 | -55% |
| Agilent Technologies, Inc A | $131.46 | $62.70 | -52% |
| Waters Corporation WAT | $368.98 | $121.96 | -67% |
| IQVIA Holdings IQV | $207.85 | $134.18 | -35% |
| Integrated Diagnostics Holdings IDHC | $0.0050 | $0.0053 | +5% |
| Illumina, Inc ILMN | $186.65 | $95.51 | -49% |
Compare Veracyte, Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Healthcare stocks →
Frequently asked questions
Is Veracyte, Inc (VCYT) overvalued or undervalued?
What is the fair value of VCYT?
What is the quality score of VCYT?
What is the revenue of Veracyte, Inc (VCYT)?
What is the net profit margin of VCYT?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Veracyte, Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.