Verdict: Side-by-side breakdown using the Bull Rankings model. DHR scored 39.0, PODD scored 81.3 — PODD leads.
Compare another set
DHR
Danaher Corporation
Diagnostics & Research · Quality-Growth
39
$219.81 · $154.5B
fundamentals as of
Score gap
42.3
PODD leads
PODD
Insulet Corporation
Medical Devices · Quality-Growth
81.3
$135.28 · $9.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestPODD25.3x
Fastest growthPODD+29.4%
Strongest balance sheetDHR0.53
Highest qualityPODD73 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
DHR
stronger →← stronger
PODD
61
Qualityreturns · margins · balance sheet
73
48
Growthrevenue & earnings expansion
95
20
Valuevaluation vs sector peers
77
PODD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DHR
PODD
$5.5bB+
FCF
$294mC
+2.9%C
Rev
+29.4%A-
0.53B
D/E
0.67C+
39.2xC+
P/E
25.3xB
1.30B
PEG
1.06B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
DHR
PODD
63% above
Price vs fair valuelower is cheaper
50% above
~15%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~25%/yr
-38%
1-yr DCF upside
-48%
-39%
5-yr DCF upside
-33%
-40%
10-yr DCF upside
-3%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DHR
Why this score
Raising its dividend
PODD
No notable signals flagged.
The companies
DHRDanaher Corporation
Diagnostics & Research · $219.81 · beta 0.80
Why now
Diagnostics & Research · market cap $154.5b. 9% off the 52-week high of $242.80. 22 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $241.00 (implying +10% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. FCF converts 137% of net income — earnings translate cleanly into cash. $154.5b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 39x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 8% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
PODDInsulet Corporation
Medical Devices · $135.28 · beta 1.10
Why now
Medical Devices · market cap $9.4b. Down 62% from 52-week high of $354.88 — deep drawdown territory. Revenue growing +29% — in hypergrowth territory. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $170.96 (implying +26% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 62% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.
Where DHR and PODD diverge
On the headline score the gap is 42.3 points in favor of PODD. The widest single difference is Value, where PODD leads by 56.8 points.
ValueDHR 20.4 · PODD 77.2PODD +56.8
GrowthDHR 47.8 · PODD 95.2PODD +47.4
QualityDHR 61.0 · PODD 73.0PODD +12.0
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is PODD or DHR the better stock?
PODD scores higher: PODD 81.3, DHR 39.0 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do PODD and DHR differ most?
The widest gap is value, where PODD leads by 57 points on the 0–100 pillar scale. PODD leads all three pillars, so the gap is broad rather than a single-measure difference.
How are PODD and DHR scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.