COMPARE · Data as of August 27, 2026
DHR vs PODD
Verdict: Side-by-side breakdown using the Bull Rankings model. DHR scored 53.8, PODD scored 77.9 — PODD leads.
Compare another set
DHR
Danaher Corporation
53.8
$215.68 · $151.6B
fundamentals as of
Score gap
24.1
PODD leads
PODD
Insulet Corporation
77.9
$143.38 · $9.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPODD26.9x
- 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
62
Qualityreturns · margins · balance sheet
73
60
Growthrevenue & earnings expansion
95
42
Valuevaluation vs sector peers
68
PODD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
DHR
PODD
$5.5bB+
FCF
$294mC
+4.6%C+
Rev
+29.4%A-
0.53B
D/E
0.67C+
38.5xC+
P/E
26.9xB
1.41B
PEG
1.44B
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
37% above
Price vs fair valuelower is cheaper
77% above
~14%/yr
Growth the price implies10-yr FCF · lower = less priced in
~26%/yr
-33%
1-yr DCF upside
-53%
-27%
5-yr DCF upside
-43%
-18%
10-yr DCF upside
-25%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
Why now
Diagnostics & Research · market cap $151.6b. 11% off the 52-week high of $242.80. 23 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $227.96 (implying +6% 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, a sign that working capital and capex are well-disciplined. $151.6b 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
Why now
Medical Devices · market cap $9.9b. Down 60% from 52-week high of $354.88 — deep drawdown territory. Revenue growing +29% — in hypergrowth territory. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $171.91 (implying +20% 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 60% 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 24.1 points in favor of PODD. The widest single difference is Growth, where PODD leads by 34.9 points.
- GrowthDHR 60.4 · PODD 95.3PODD +34.9
- ValueDHR 41.7 · PODD 67.7PODD +26.0
- QualityDHR 62.0 · PODD 73.3PODD +11.3
Pillars run 0–100 against sector peers, so a 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.