COMPARE · Data as of August 21, 2026
PODD vs STVN
Verdict: Side-by-side breakdown using the Bull Rankings model. PODD scored 77.6, STVN scored 63.4 — PODD leads.
Compare another set
Different reporting periods. PODD's fundamentals are as of June 2026, but STVN's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
PODD
Insulet Corporation
77.6
$148.16 · $10.3B
fundamentals as of
Score gap
14.2
PODD leads
STVN
Stevanato Group S.p.A.
63.4
$22.60 · $6.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthPODD+29.4%
- Strongest balance sheetSTVN0.29
- Highest qualityPODD73 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
PODD
stronger →← stronger
STVN
73
Qualityreturns · margins · balance sheet
52
95
Growthrevenue & earnings expansion
75
67
Valuevaluation vs sector peers
76
PODD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PODD
STVN
$294mC
FCF
-$36mF
+29.4%A-
Rev
+7.4%B
0.67C+
D/E
0.29B
27.8xB
P/E
—
1.52C+
PEG
0.37A
—
P/S
4.3xB
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
STVN
83% above
Price vs fair valuelower is cheaper
—
~27%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-55%
1-yr DCF upside
—
-45%
5-yr DCF upside
—
-27%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PODD
No notable signals flagged.
STVN
Why this score
- Foreign reporter (EUR)
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.
STVNStevanato Group S.p.A.
Why now
Medical Instruments & Supplies · market cap $6.2b. 19% off the 52-week high of $28.00. PEG 0.37 — paying under fair value for the growth rate. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $24.83 (implying +10% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$36m) — capital raises or debt issuance likely required; dilution / leverage risk. Trailing P/E 40x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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 STVN diverge
On the headline score the gap is 14.2 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.
- QualityPODD 73.3 · STVN 52.1PODD +21.2
- GrowthPODD 95.3 · STVN 75.4PODD +19.9
- ValuePODD 66.7 · STVN 75.6STVN +8.9
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.