COMPARE · Reviewed July 29, 2026
ALC vs PODD
Verdict: Side-by-side breakdown using the Bull Rankings model. ALC scored 73.0, PODD scored 79.0 — PODD leads.
Compare another set
ALC
Alcon Inc.
73
$69.65 · $34.0B
fundamentals as of
Score gap
6.0
PODD leads
PODD
Insulet Corporation
79
$170.62 · $11.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
ALC
stronger →← stronger
PODD
87
Qualityreturns · margins · balance sheet
75
71
Growthrevenue & earnings expansion
100
63
Valuevaluation vs sector peers
66
PODD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ALC
PODD
$2.1bB
FCF
$416mC
+10.5%B
Rev
+31.9%A
0.24B
D/E
0.78C+
41.7xC+
P/E
40.0xC+
1.52C+
PEG
1.46B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
ALC
PODD
34% below
Price vs fair valuelower is cheaper
34% above
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~22%/yr
+30%
1-yr DCF upside
-43%
+51%
5-yr DCF upside
-25%
+88%
10-yr DCF upside
+9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ALC
Why this score
- Durable high returns
PODD
No notable signals flagged.
The companies
ALCAlcon Inc.
Why now
Medical Instruments & Supplies · market cap $34.0b. Down 23% from 52-week high of $90.91 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $87.32 (implying +25% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Trailing P/E 42x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
PODDInsulet Corporation
Why now
Medical Devices · market cap $11.8b. Down 52% from 52-week high of $354.88 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. 24 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $235.54 (implying +38% upside).
Moat
ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 137% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 52% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 40x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.