COMPARE · Data as of August 21, 2026
ISRG vs PODD
Verdict: Side-by-side breakdown using the Bull Rankings model. ISRG scored 73.2, PODD scored 77.6 — PODD leads.
Compare another set
ISRG
Intuitive Surgical, Inc.
73.2
$378.81 · $135.7B
fundamentals as of
Score gap
4.4
PODD 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
- CheapestPODD27.8x
- Fastest growthPODD+29.4%
- Highest qualityISRG84 / 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)
ISRG
stronger →← stronger
PODD
84
Qualityreturns · margins · balance sheet
73
93
Growthrevenue & earnings expansion
95
50
Valuevaluation vs sector peers
67
PODD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ISRG
PODD
$3.2bB
FCF
$294mC
+20.7%A-
Rev
+29.4%A-
—
D/E
0.67C+
43.5xC
P/E
27.8xB
1.95C+
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
ISRG
PODD
222% above
Price vs fair valuelower is cheaper
83% above
~40%/yr
Growth the price implies10-yr FCF · lower = less priced in
~27%/yr
-72%
1-yr DCF upside
-55%
-69%
5-yr DCF upside
-45%
-64%
10-yr DCF upside
-27%
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 $135.7b. Down 37% from 52-week high of $603.88 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median. 30 sell-side analysts rate this a Buy with a mean 1-yr target of $478.01 (implying +26% 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 37% 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 43x 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 $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
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 ISRG and PODD diverge
On the headline score the gap is 4.4 points in favor of PODD. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueISRG 50.3 · PODD 66.7PODD +16.4
- QualityISRG 83.7 · PODD 73.3ISRG +10.4
- GrowthISRG 93.2 · PODD 95.3level
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.