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← CockpitCompetitor Analysis › WGS GeneDx Holdings Corp. Class AOpen in the cockpit ↗

GeneDx Holdings Corp. Class AWGSCompetitor analysis, valuation and peers

United States · USD·Health Care›Medical/Nursing Services

Genetic testing company specializing in exome and genome sequencing to diagnose rare pediatric and hereditary diseases.

Momentum strong 69
Mkt cap
$1.86B
US dollars, full cap
Free float
97%
of shares outstanding
$/day
$56.1M
20-day average traded
Fwd P/E
98.7×
forward earnings
ROIC−WACC
-30.2 pp
WACC 14.2%
Hurdle
n/a
no reverse DCF
Next earnings
3 days
9 Nov 2026
Close · USD$62.37
1D-3.1%
1W-9.7%
1M-7.9%
3M-19.9%
6M+53.0%
YTD-52.0%
1Y-54.4%
ATR %9.5%
Beta1.49
52w lowhigh63.5% off high

What GeneDx does

Genetic testing company specializing in exome and genome sequencing to diagnose rare pediatric and hereditary diseases.

Is paid per test, mostly by insurers and Medicaid programmes, so payer coverage of exome and genome sequencing in children drives volume and price. It is the former Sema4, which narrowed to the GeneDx rare-disease unit and took its name in 2023.

Products and services

  • Exome sequencing
  • Whole genome sequencing
  • Hereditary cancer/carrier screening panels

Customers

  • Geneticists
  • Pediatricians
  • NICU/hospital genetics programs

Where it sits in the supply chain

  • Diagnostics
  • Genetic/genomic testing
  • Exome/genome sequencing for rare…

What could go right

  • Rare disease diagnostic testing adoption
  • NICU/pediatric genomic testing growth

What could go wrong

  • Reimbursement/payer coverage risk
  • Competitive genomic testing pricing pressure

Moat: narrow (data, IP / patents, scale). Large proprietary rare-disease genomic database improves diagnostic yield versus smaller testing labs.

Headquarters: Stamford, Connecticut · Founded: 2000 · Employees: 1,300

Named competitors

GeneDx at a glance

Size GeneDx (WGS) is a United States Health Care company (Medical/Nursing Services) with a market value of $1.86B, the 1847th largest of 3,117 United States companies the cockpit tracks. Shares closed at $62.37 on 6 Nov 2026.

Performance Over six months the shares gained 53.0%, against +22.8% for the median peer and -1.1% for the United States market (cap-weighted) — 6th highest of 21 in its peer set.

Growth Revenue grew 25.4% over the last twelve months (peer median +2.9%); the operating margin is -12.5% (peer median 6.7%).

Valuation It trades at 98.7× forward earnings against a peer median of 35.9× (2nd most expensive of 17).

Capital Return on invested capital runs 30.2 points below its cost of capital (14.2% WACC).

Short interest Short interest is 20.2% of the free float (15 Oct 2026).

Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).

Relative performance

10015020025011 May 202611 Aug 20266 Nov 2026WGS 157Peer median 125
Six months, rebased to 100: GeneDx against the median of its 20 peers (local-currency closes).

GeneDx financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$454M$428M$305M$203M$235M
Revenue growth—+40%+51%-14%—
Gross profit$295M$278M$176M$60.6M-$54.7M
EBITDA-$29.9M$13.4M$492,000-$128M-$355M
Net income-$106M-$21.0M-$52.3M-$176M-$549M
Free cash flow-$75.8M$14.3M-$34.0M-$185M-$326M
Capital expenditure$27.1M$19.0M$5.49M$5.71M$14.3M
Total debt$167M$113M$117M$120M$77.1M

Quarterly statements and history in the cockpit →

GeneDx competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+50%+100%0%+20%AGLEMEIS300244603882AGARWALEYEAZTAPSNL1833AMBEAVIJAYATDOCNEOSNDAALIF-BUSPHMDCLARI4544DIAWGS6-month return →1-month return →
Up and to the right = strong over both horizons. GeneDx is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%50×100×AGL300244603882AGARWALEYEAZTA1833AMBEAVIJAYANEOALIF-BADUSUSPHMDCLARI4544DIAWGSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. GeneDx is the large dot.

GeneDx competitors and peer comparison

Head to head with its named competitors (WGS vs NTRA vs LH vs DGX)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
GeneDx WGS$1.86B+53%+25%-12%98.7×n/a
Natera NTRA$44.8B+60%+38%-11%n/an/a
Labcorp LH$29.8B+45%+6%11%19.0×13.9%
Quest Diagnostics DGX$28.1B+36%+9%15%22.0×6.4%

How GeneDx compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

GeneDx against its 20 peers (data as of 6 Nov 2026)
MeasureWGSPeer medianRank in peer set
1-month return-7.9%+8.0%2nd lowest of 21
6-month return+53.0%+22.8%6th highest of 21
Distance from 52-week high-63.5%-15.2%2nd lowest of 21
Revenue growth (TTM)+25.4%+2.9%2nd highest of 21
Operating margin-12.5%6.7%2nd lowest of 21
Forward P/E98.7×35.9×2nd most expensive of 17
ROIC minus cost of capital-30.2 pp-3.1 pp2nd lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
GeneDx WGSUnited States$1.86B+53%+25%-12%98.7×n/an/a
agilon health AGLUnited States$1.90B+109%0%-4%67.5×n/an/a
Emeis EMEIS.PAFrance$1.94B-30%+4%3%n/a21.3%+8.5%
Dian Diagnostics 300244.SZChina$1.97B+11%-5%9%25.2×2.4%-1.1%
Guangzhou Kingmed Diagnostics 603882.SSChina$1.99B+5%-3%7%31.7×6.7%-6.1%
Dr. Agarwal's Health Care AGARWALEYE.NSIndia$1.74B+15%+22%15%89.1×41.9%+26.9%
Azenta AZTAUnited States$1.72B+104%+1%-3%103.7×56.0%+8.9%
Personalis PSNLUnited States$1.71B+164%-13%-164%n/an/an/a
Ping An Healthcare and Technology 1833.HKHong Kong$1.63B-47%+8%3%40.1×15.0%-5.1%
Ambea AMBEA.STSweden$1.63B+30%+13%8%15.8×1.7%+7.7%
Vijaya Diagnostic Centre VIJAYA.NSIndia$1.60B+22%+24%32%64.3×39.3%+16.7%
Teladoc Health TDOCUnited States$1.60B+21%-2%-5%n/a-5.2%+18.3%
NeoGenomics NEOUnited States$2.18B+88%+11%-6%58.9×n/an/a
Sonida Senior Living SNDAUnited States$1.58B-14%+49%-11%n/an/an/a
AddLife ALIF-B.STSweden$2.29B+25%+2%8%40.5×21.6%+14.6%
Addus HomeCare ADUSUnited States$2.32B+25%+12%11%16.6×4.9%+13.2%
U.S. Physical Therapy USPHUnited States$1.48B+68%+11%10%30.4×19.9%+13.0%
Pediatrix Medical MDUnited States$2.44B+33%+2%12%12.9×-4.5%+2.0%
Clariane CLARI.PAFrance$1.40B-20%+1%6%8.6×6.7%+6.5%
H.U.Group 4544.TJapan$1.35B+24%+1%2%41.0×10.1%+2.1%
Diagnostyka DIA.WAPoland$1.29B-5%+19%15%18.4×6.9%+18.9%

Questions

Who are GeneDx's main competitors?
Named competitors: Natera (NTRA), Labcorp (LH), Quest Diagnostics (DGX). The cockpit's measured peer set (industry) also includes agilon health (AGL), Emeis (EMEIS.PA), Dian Diagnostics (300244.SZ), Guangzhou Kingmed Diagnostics (603882.SS), Dr. Agarwal's Health Care (AGARWALEYE.NS), Azenta (AZTA).
Is GeneDx expensive compared with its peers?
On forward p/e it trades at 98.7× against a peer median of 35.9×, 2nd most expensive of 17 in its peer set.
How has GeneDx stock performed?
Over six months to 6 Nov 2026 the shares returned +53.0% against +22.8% for the median peer; over one year -54.4%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.