COMPARE · Data as of August 21, 2026
GMED vs PODD
Verdict: Side-by-side breakdown using the Bull Rankings model. GMED scored 79.2, PODD scored 77.6 — GMED leads.
Compare another set
GMED
Globus Medical, Inc.
79.2
$86.91 · $11.7B
fundamentals as of
Score gap
1.6
GMED leads
PODD
Insulet Corporation
77.6
$148.16 · $10.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestGMED22.2x
- Fastest growthPODD+29.4%
- Strongest balance sheetGMED0.02
- Highest qualityPODD73 / 100
- Largest discount to fair valueGMED-9%
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)
GMED
stronger →← stronger
PODD
73
Qualityreturns · margins · balance sheet
73
93
Growthrevenue & earnings expansion
95
73
Valuevaluation vs sector peers
67
PODD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GMED
PODD
$756mC+
FCF
$294mC
+19.7%B+
Rev
+29.4%A-
0.02A-
D/E
0.67C+
22.2xB+
P/E
27.8xB
1.49B
PEG
1.52C+
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
GMED
PODD
9% below
Price vs fair valuelower is cheaper
83% above
~3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~27%/yr
+3%
1-yr DCF upside
-55%
+10%
5-yr DCF upside
-45%
+20%
10-yr DCF upside
-27%
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 $11.7b. 14% off the 52-week high of $101.40. Revenue growing +20%, comfortably above the S&P median. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $103.23 (implying +19% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 141% 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 $10.3b. Down 58% 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 +16% 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 58% 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
GMED leads PODD by 1 point (78.7 to 77.7), its sharpest advantage coming in D/E (grade A-). A contrarian could still prefer PODD for its stronger Rev (grade A-).
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 GMED and PODD diverge
On the headline score the gap is 1.6 points in favor of GMED. The widest single difference is Value, where GMED leads by 6.6 points.
- ValueGMED 73.3 · PODD 66.7GMED +6.6
- GrowthGMED 93.4 · PODD 95.3level
- QualityGMED 72.6 · PODD 73.3level
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.