COMPARE · Reviewed July 29, 2026
ISRG vs PODD
Verdict: Side-by-side breakdown using the Bull Rankings model. ISRG scored 76.2, PODD scored 79.0 — PODD leads.
Compare another set
ISRG
Intuitive Surgical, Inc.
76.2
$353.10 · $126.5B
fundamentals as of
Score gap
2.8
PODD leads
PODD
Insulet Corporation
79
$170.62 · $11.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
ISRG
stronger →← stronger
PODD
84
Qualityreturns · margins · balance sheet
75
99
Growthrevenue & earnings expansion
100
53
Valuevaluation vs sector peers
66
PODD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ISRG
PODD
$3.2bB
FCF
$416mC
+20.7%A-
Rev
+31.9%A
—
D/E
0.78C+
40.5xC+
P/E
40.0xC+
1.78C+
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
ISRG
PODD
200% above
Price vs fair valuelower is cheaper
34% above
~38%/yr
Growth the price implies10-yr FCF · lower = less priced in
~22%/yr
-70%
1-yr DCF upside
-43%
-67%
5-yr DCF upside
-25%
-61%
10-yr DCF upside
+9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
ISRGIntuitive Surgical, Inc.
Why now
Medical Instruments & Supplies · market cap $126.5b. Down 42% from 52-week high of $603.88 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $484.60 (implying +37% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 103% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 40x 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
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