Guardant Health, Inc. (GH) vs Twist Bioscience Corporation (TWST)

Guardant Health, Inc. and Twist Bioscience Corporation are both Diagnostics & Research companies. Guardant Health, Inc. is the larger, with a market value of $23.9B against $12.4B — 1.9× the size. Guardant Health, Inc. grew revenue faster over the last twelve months: 42.7% against 19.2%. Twist Bioscience Corporation has the higher net margin (−31.7% vs −38.3%) and the higher return on invested capital (−30.8% vs −129.7%). Across the 17 metrics below, Guardant Health, Inc. leads on 9 and Twist Bioscience Corporation on 8.

Valuation

Metric GH TWST Diagnostics & Research median
P/E n/m n/m 33.95
P/S 19.91 26.49 4.87
P/B n/m 25.66 3.12
Price to free cash flow n/m n/m 34.02
EV/EBITDA n/m n/m 25.20
EV/Sales 20.29 26.18 5.66
Earnings yield (1.97%) (1.21%) (1.75%)
Free cash flow yield (1.10%) (0.84%) (0.13%)

Profitability

Metric GH TWST Diagnostics & Research median
Gross margin 65.01% 51.97% 50.89%
Operating margin (39.75%) (33.58%) (8.57%)
Net margin (38.33%) (31.66%) (6.37%)
Free cash flow margin (20.35%) (22.15%) 0.00%
Return on equity 171.64% (29.59%) (2.92%)
Return on assets (27.95%) (20.78%) (6.71%)
Return on invested capital (129.70%) (30.83%) 0.00%

Growth

Metric GH TWST Diagnostics & Research median
Revenue growth (TTM) 42.74% 19.19% 7.69%
EPS growth (last fiscal year) 6.74% 63.89% —
Revenue growth, 5-year CAGR 27.92% 33.11% 7.40%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GH TWST Diagnostics & Research median
Debt to equity (6.74) 0.03 0.11
Current ratio 4.03 2.67 2.02
Net debt to EBITDA (0.75) 1.95 0.78

Dividend

Metric GH TWST Diagnostics & Research median
Dividend yield — — 0.70%
Payout ratio 0.00 0.00 0.00

Size

Metric GH TWST Diagnostics & Research median
Market cap 23.94b 12.39b 2.56b

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