COMPARE · Reviewed July 29, 2026
GMED vs PODD
Verdict: Side-by-side breakdown using the Bull Rankings model. GMED scored 78.0, PODD scored 79.0 — PODD leads.
Compare another set
GMED
Globus Medical, Inc.
78
$81.42 · $11.1B
fundamentals as of
Score gap
1.0
PODD leads
PODD
Insulet Corporation
79
$170.62 · $11.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
GMED
stronger →← stronger
PODD
69
Qualityreturns · margins · balance sheet
75
98
Growthrevenue & earnings expansion
100
70
Valuevaluation vs sector peers
66
PODD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GMED
PODD
$610mC+
FCF
$416mC
+23.5%A-
Rev
+31.9%A
0.02A-
D/E
0.78C+
19.0xA-
P/E
40.0xC+
1.49B
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
GMED
PODD
5% above
Price vs fair valuelower is cheaper
34% above
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~22%/yr
-11%
1-yr DCF upside
-43%
-4%
5-yr DCF upside
-25%
+6%
10-yr DCF upside
+9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
GMEDGlobus Medical, Inc.
Why now
Medical Devices · market cap $11.1b. 20% off the 52-week high of $101.40. Revenue growing +23%, comfortably above the S&P median. 12 sell-side analysts rate this a Buy with a mean 1-yr target of $105.75 (implying +30% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
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.