COMPARE · Reviewed July 29, 2026
PODD vs RMD
Verdict: Side-by-side breakdown using the Bull Rankings model. PODD scored 79.0, RMD scored 83.0 — RMD leads.
Compare another set
PODD
Insulet Corporation
79
$170.62 · $11.8B
fundamentals as of
Score gap
4.0
RMD leads
RMD
ResMed Inc.
83
$214.29 · $31.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
PODD
stronger →← stronger
RMD
75
Qualityreturns · margins · balance sheet
90
100
Growthrevenue & earnings expansion
81
66
Valuevaluation vs sector peers
79
RMD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PODD
RMD
$416mC
FCF
$1.8bC+
+31.9%A
Rev
+10.3%B
0.78C+
D/E
0.13B+
40.0xC+
P/E
20.7xB+
1.46B
PEG
1.21B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
PODD
RMD
34% above
Price vs fair valuelower is cheaper
13% below
~22%/yr
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
-43%
1-yr DCF upside
+6%
-25%
5-yr DCF upside
+14%
+9%
10-yr DCF upside
+27%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PODD
No notable signals flagged.
RMD
Why this score
- Raising its dividend
- Durable high returns
The companies
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.
RMDResMed Inc.
Why now
Medical Instruments & Supplies · market cap $31.1b. Down 27% from 52-week high of $293.81 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $248.60 (implying +16% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. 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 115% 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.
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.