COMPARE · Data as of August 21, 2026
PODD vs SHC
Verdict: Side-by-side breakdown using the Bull Rankings model. PODD scored 77.6, SHC scored 68.4 — PODD leads.
Compare another set
PODD
Insulet Corporation
77.6
$148.16 · $10.3B
fundamentals as of
Score gap
9.2
PODD leads
SHC
Sotera Health Company
68.4
$19.57 · $5.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPODD27.8x
- Fastest growthPODD+29.4%
- Strongest balance sheetPODD0.67
- 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)
PODD
stronger →← stronger
SHC
73
Qualityreturns · margins · balance sheet
62
95
Growthrevenue & earnings expansion
77
67
Valuevaluation vs sector peers
68
PODD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PODD
SHC
$294mC
FCF
$113mC
+29.4%A-
Rev
+8.1%B
0.67C+
D/E
3.41D
27.8xB
P/E
34.3xC+
1.52C+
PEG
1.31B
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
SHC
83% above
Price vs fair valuelower is cheaper
374% above
~27%/yr
Growth the price implies10-yr FCF · lower = less priced in
~51%/yr
-55%
1-yr DCF upside
-80%
-45%
5-yr DCF upside
-79%
-27%
10-yr DCF upside
-77%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
The companies
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.
SHCSotera Health Company
Why now
Diagnostics & Research · market cap $5.6b. Trading near 52-week high of $19.85 — momentum setup, limited technical margin of safety. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $22.72 (implying +16% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 25% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 3.41 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.77 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 PODD and SHC diverge
On the headline score the gap is 9.2 points in favor of PODD. The widest single difference is Growth, where PODD leads by 18.8 points.
- GrowthPODD 95.3 · SHC 76.5PODD +18.8
- QualityPODD 73.3 · SHC 62.0PODD +11.3
- ValuePODD 66.7 · SHC 67.5level
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.