Medtronic PLC (MDT)vsInsulet Corporation (PODD)
MDT
Medtronic PLC
$87.89
+1.51%
HEALTHCARE · Cap: $110.62B
PODD
Insulet Corporation
$216.00
-4.21%
HEALTHCARE · Cap: $15.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 1210% more annual revenue ($35.48B vs $2.71B). MDT leads profitability with a 13.0% profit margin vs 9.1%. MDT appears more attractively valued with a PEG of 1.50. PODD earns a higher WallStSmart Score of 57/100 (C).
MDT
Buy56
out of 100
Grade: C
PODD
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-255.7%
Fair Value
$24.34
Current Price
$87.89
$63.55 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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Revenue surging 31.2% year-over-year
Areas to Watch
Earnings declined 11.8%
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 : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.
Bull Case : PODD
The strongest argument for PODD centers on Revenue Growth. Revenue growth of 31.2% demonstrates continued momentum.
Bear Case : MDT
The primary concerns for MDT are EPS Growth.
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
MDT profiles as a value 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.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
PODD scores higher overall (57/100 vs 56/100) 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.
Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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.
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