Verdict: Side-by-side breakdown using the Bull Rankings model. PODD scored 81.3, DXCM scored 81.5 — DXCM leads.
Compare another set
PODD
Insulet Corporation
Medical Devices · Quality-Growth
81.3
$135.28 · $9.4B
fundamentals as of
Score gap
0.2
DXCM leads
DXCM
DexCom, Inc.
Medical Devices · Quality-Growth
81.5
$84.11 · $31.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestPODD25.3x
Fastest growthPODD+29.4%
Strongest balance sheetDXCM0.53
Highest qualityDXCM90 / 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)
PODD
stronger →← stronger
DXCM
73
Qualityreturns · margins · balance sheet
90
95
Growthrevenue & earnings expansion
89
77
Valuevaluation vs sector peers
67
PODD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PODD
DXCM
$294mC
FCF
$1.4bC+
+29.4%A-
Rev
+15.6%B+
0.67C+
D/E
0.53B
25.3xB
P/E
33.4xC+
1.06B+
PEG
2.11C
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
PODD
DXCM
50% above
Price vs fair valuelower is cheaper
57% above
~25%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~23%/yr
-48%
1-yr DCF upside
-46%
-33%
5-yr DCF upside
-36%
-3%
10-yr DCF upside
-20%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PODD
No notable signals flagged.
DXCM
Why this score
Buying back stock
Durable high returns
The companies
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.
DXCMDexCom, Inc.
Medical Devices · $84.11 · beta 1.48
Why now
Medical Devices · market cap $31.7b. 9% off the 52-week high of $92.59. Revenue growing +16%, comfortably above the S&P median. 26 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $96.23 (implying +14% upside).
Moat
Net margin 20% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 141% of net income — earnings translate cleanly into cash.
Risk
Beta 1.48 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 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
The model slightly favors PODD (79.7) over DXCM (79) primarily due to its superior Growth pillar of 95, reflecting stronger revenue expansion. However, a contrarian might prefer DXCM given its lower implied growth of 23% priced into the stock, though both names trade significantly above our DCF fair value.
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 PODD and DXCM diverge
The two are effectively level on the headline score. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityPODD 73.0 · DXCM 90.4DXCM +17.4
ValuePODD 77.2 · DXCM 67.3PODD +9.9
GrowthPODD 95.2 · DXCM 89.1PODD +6.1
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 DXCM or PODD the better stock?
DXCM scores higher: DXCM 81.5, PODD 81.3 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 DXCM and PODD differ most?
The widest gap is quality, where DXCM leads by 17 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are DXCM and PODD 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.