COMPARE · Data as of August 27, 2026
MDLN vs PODD
Verdict: Side-by-side breakdown using the Bull Rankings model. MDLN scored 43.4, PODD scored 77.9 — PODD leads.
Compare another set
Different reporting periods. PODD's fundamentals are as of June 2026, but MDLN's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
MDLN
Medline Inc.
43.4
$34.65 · $46.6B
fundamentals as of
Score gap
34.5
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 sheetMDLN0.66
- 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)
MDLN
stronger →← stronger
PODD
47
Qualityreturns · margins · balance sheet
73
85
Growthrevenue & earnings expansion
95
20
Valuevaluation vs sector peers
68
PODD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
MDLN
PODD
$1.3bC+
FCF
$294mC
+11.5%B
Rev
+29.4%A-
0.66C+
D/E
0.67C+
43.3xC
P/E
26.9xB
12.37D
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
MDLN
PODD
142% above
Price vs fair valuelower is cheaper
77% above
~26%/yr
Growth the price implies10-yr FCF · lower = less priced in
~26%/yr
-59%
1-yr DCF upside
-53%
-59%
5-yr DCF upside
-43%
-58%
10-yr DCF upside
-25%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MDLN
Why this score
- Short track record
PODD
No notable signals flagged.
The companies
MDLNMedline Inc.
Why now
Medical Instruments & Supplies · market cap $46.6b. Down 32% from 52-week high of $50.88 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $44.62 (implying +29% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 32% 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 43x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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 MDLN and PODD diverge
On the headline score the gap is 34.5 points in favor of PODD. The widest single difference is Value, where PODD leads by 47.4 points.
- ValueMDLN 20.3 · PODD 67.7PODD +47.4
- QualityMDLN 47.4 · PODD 73.3PODD +25.9
- GrowthMDLN 85.1 · PODD 95.3PODD +10.2
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.