Verdict: Side-by-side breakdown using the Bull Rankings model. IRTC scored 31.3, PODD scored 81.3 — PODD leads.
Compare another set
IRTC
iRhythm Holdings, Inc.
Medical Devices · Quality-Growth
31.3
$106.70 · $3.5B
fundamentals as of
Score gap
50.0
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
Fastest growthPODD+29.4%
Strongest balance sheetPODD0.67
Highest qualityPODD73 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
IRTC
stronger →← stronger
PODD
22
Qualityreturns · margins · balance sheet
73
92
Growthrevenue & earnings expansion
95
15
Valuevaluation vs sector peers
77
PODD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
IRTC
PODD
$39mC-
FCF
$294mC
+26.2%A-
Rev
+29.4%A-
3.91D
D/E
0.67C+
4.3xB
P/S
—
—
PEG
1.06B+
—
P/E
25.3xB
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
IRTC
PODD
432% above
Price vs fair valuelower is cheaper
50% above
>60%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~25%/yr
-85%
1-yr DCF upside
-48%
-81%
5-yr DCF upside
-33%
-73%
10-yr DCF upside
-3%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
IRTC
Why this score
Diluting shareholders
PODD
No notable signals flagged.
The companies
IRTCiRhythm Holdings, Inc.
Medical Devices · $106.70 · beta 1.46
Why now
Medical Devices · market cap $3.5b. Down 50% from 52-week high of $212.00 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $173.93 (implying +63% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 3.91 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -1.7%) — path to GAAP profitability is the core thesis risk. Down 50% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 IRTC and PODD diverge
On the headline score the gap is 50.0 points in favor of PODD. The widest single difference is Value, where PODD leads by 61.7 points.
ValueIRTC 15.5 · PODD 77.2PODD +61.7
QualityIRTC 21.5 · PODD 73.0PODD +51.5
GrowthIRTC 91.8 · PODD 95.2PODD +3.4
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 IRTC the better stock?
PODD scores higher: PODD 81.3, IRTC 31.3 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 IRTC differ most?
The widest gap is value, where PODD leads by 62 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 IRTC 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.