Edwards Lifesciences Corp (EW)vsInsulet Corporation (PODD)
EW
Edwards Lifesciences Corp
$82.67
+1.20%
HEALTHCARE · Cap: $48.01B
PODD
Insulet Corporation
$216.00
-4.21%
HEALTHCARE · Cap: $15.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Edwards Lifesciences Corp generates 124% more annual revenue ($6.07B vs $2.71B). EW leads profitability with a 17.7% profit margin vs 9.1%. PODD appears more attractively valued with a PEG of 1.59. PODD earns a higher WallStSmart Score of 57/100 (C).
EW
Buy55
out of 100
Grade: C
PODD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-544.4%
Fair Value
$12.31
Current Price
$82.67
$70.36 premium
Margin of Safety
-452.8%
Fair Value
$45.38
Current Price
$216.00
$170.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 23.7%
Revenue surging 31.2% year-over-year
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Premium valuation, high expectations priced in
Earnings declined 76.6%
Expensive relative to growth rate
Trading at 10.0x book value
3.9% earnings growth
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EW
The strongest argument for EW centers on Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 23.7%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : PODD
The strongest argument for PODD centers on Revenue Growth. Revenue growth of 31.2% demonstrates continued momentum.
Bear Case : EW
The primary concerns for EW are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Bear Case : PODD
The primary concerns for PODD are PEG Ratio, Price/Book, EPS Growth. A P/E of 62.1x leaves little room for execution misses.
Key Dynamics to Monitor
EW profiles as a mature stock while PODD is a hypergrowth play — different risk/reward profiles.
PODD carries more volatility with a beta of 1.44 — expect wider price swings.
PODD is growing revenue faster at 31.2% — sustainability is the question.
EW generates stronger free cash flow (354M), providing more financial flexibility.
Bottom Line
PODD scores higher overall (57/100 vs 55/100) and 31.2% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Edwards Lifesciences Corp
HEALTHCARE · MEDICAL DEVICES · USA
Edwards Lifesciences is an American medical technology company headquartered in Irvine, California, specializing in artificial heart valves and hemodynamic monitoring.
Visit Website →Insulet Corporation
HEALTHCARE · MEDICAL DEVICES · USA
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company is headquartered in Acton, Massachusetts.
Compare with Other MEDICAL DEVICES Stocks
Want to dig deeper into these stocks?