CDNA vs NSIT: Which Is the Better Buy in 2026?

Same yardstick, side by side (as of August 2026). Valuation lined up like this is most meaningful for two names in the same corner of the market, which these are. Figures are approximate; verify before investing.

Reading it: NSIT is the cheaper of the two on forward earnings, but cheaper is not the same as better. Pair the valuation with growth (how far the forward P/E sits below the trailing P/E) and risk (beta) before you decide.

The metrics above tell you which is the marginally better business. The bigger risk for most people is not picking the slightly worse stock, it is over-concentrating. CDNA and NSIT share themes, so owning both, or adding either to what you already hold, can quietly push a large share of your portfolio into one bet.

This is the part a generic comparison page cannot answer, because it depends on what you own. Connect your brokerage and Walnut shows your real, combined CDNA and NSIT exposure, flags overlap with your existing positions, and tells you if adding one would tip you past a concentration you are comfortable with, read-only by default, with your login staying at your broker. Walnut is not an investment adviser.

CareDx builds and sells diagnostics, digital tools, and services for the organ-transplant community. Its core products are AlloSure, a next-generation-sequencing test that measures donor-derived cell-free DNA (dd-cfDNA) to detect kidney and heart transplant injury, and AlloMap, a long-established gene-expression test used by the large majority of U.S. heart-transplant centers. Around these tests the company layers patient-management software, pharmacy services, and a research-and-products franchise, positioning itself as an integrated transplant platform rather than a single-test lab.

Full CDNA guide

Insight Enterprises, Inc. is a Chandler, Arizona solutions integrator that has been reselling and implementing information technology for 38 years. Operations are organized into three geographic reporting segments (North America, EMEA and APAC), and the company sells hardware, software and services, including cloud solutions, to three client groups: large enterprise and corporate, commercial, and public sector. In the June 2026 quarter the offering mix was roughly ~$1.44 billion of hardware, ~$447 million of software and ~$514 million of services, with North America contributing about four fifths of net sales. Recent acquisitions have pushed the company up the value chain rather than out across more product: Infocenter (a ServiceNow specialist, 2024), Inspire11 (a digital and data consultancy bought for ~$210 million in October 2025) and Sekuro (an Asia-Pacific cybersecurity firm, October 2025).

Full NSIT guide

Both fit overlapping themes, but they are not interchangeable. The useful comparison is which set of drivers and risks you want exposure to.

• CDNA drivers: Testing-volume growth; Return to profitability.
• NSIT drivers: Gross profit mix shifting toward cloud and services; The One Insight operating plan.

A faster-growing, richer-valued name usually swings harder, so it suits a longer horizon and a higher tolerance for volatility; a steadier, more cash-generative business suits a more conservative or income-minded investor. The honest test is which set of risks you could hold through a drawdown: Reimbursement is the central risk: bears flag potential headwinds of roughly $15 million to $30 million a year from possible coverage or coding changes, which would matter against a revenue base near $413 million. For NSIT, partner incentive programs are the sharpest exposure: much of Insight's gross profit depends on vendor rebate structures it does not control, and a change at a major partner can compress margin quickly with little warning.

Growth-minded investors who believe the theme has years to run tend to accept the richer multiple for more upside; value-minded investors lean toward the cheaper forward earnings and steadier profile. Pick CDNA if you believe its drivers more; NSIT if you believe its. Many investors hold both, but since they share themes, that is a concentrated bet, not diversification. Decide deliberately and check overlap. For the full detail, see the CDNA and NSIT guides.

CDNA. CDNA trades at roughly 2.5 to 3 times trailing revenue, a multiple that reflects reaccelerating growth and an early return to profitability rather than deep value. A cash cushion near $200 million and positive adjusted EBITDA guidance give it flexibility, but the trailing net loss means the market is paying for future execution. Reimbursement outcomes are the swing factor for whether the current multiple proves justified.

NSIT. Reseller economics make the revenue multiple close to meaningless here: at roughly 0.5 times net sales, NSIT screens as one of the cheapest names in technology, yet gross profit captures only about 22 cents of every dollar of that revenue. Valuing the enterprise against gross profit, at roughly ~2.9 times, or against trailing earnings, at roughly ~21 times, gives a more honest comparison to IT services peers. Because a larger share of software is now recognized net, as an agent, the reported revenue line can fall in a year when the business is getting healthier, which is what makes gross profit the better base.

Headline figures (approximate, July 2026): CDNA shows revenue (ttm) ~$413M, q1 2026 revenue ~$118M (+39% YoY), 2026 revenue guidance ~$447M to $465M, 2026 adj. ebitda guidance ~$43M to $57M; NSIT shows net sales (ttm) ~$8.6B, gross profit (ttm) ~$1.90B (~22% of net sales), net income (ttm) ~$210M, diluted EPS ~$6.76, q2 2026 net sales / gross profit ~$2.40B (+15%) / ~$521.6M (+18%).

CDNA and NSIT are related but distinct: same themes, different businesses and risks. Neither wins in the abstract; the right pick is whichever thesis you actually believe, sized so you are not over-concentrated in one theme. Walnut can show your combined CDNA and NSIT exposure against your real portfolio. It is not an investment adviser.