LIVE
PODD
Insulet Corporation · Healthcare
$145.76
-5.72% this month
VERSUS
⟷
COMPARE
DXCM
DexCom, Inc. · Healthcare
$72.47
+8.24% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
PODD
2
DXCM
2
Comparison scoreboard
MIXED SETUPAI Score
PODD 47.0
DXCM ✓50.6
1Y Return
PODD -51.70%
DXCM ✓-11.44%
Fwd P/E
PODD ✓18.04
DXCM 24.45
Target Up.
PODD ✓+66.32%
DXCM +12.33%
Op. Margin
PODD N/A
DXCM 21.42%
Metrics last refreshed: 6/20/2026
Quick take
PODD vs DXCM Stock Comparison: AI Score, Valuation, Performance and Upside
Insulet and DexCom are two of the leading pure-play diabetes technology companies, but they operate in complementary rather than competing markets — Omnipod delivers insulin while DexCom monitors glucose, and the two products often work together. Both companies are expanding their addressable markets beyond core Type 1 diabetes into the much larger Type 2 population, though DexCom's OTC Stelo opportunity is larger in absolute terms.
Investors should decide whether they prefer Insulet's narrower but high-conviction Omnipod platform play or DexCom's broader CGM franchise with the Stelo OTC market expansion as a potential volume inflection catalyst.
Live analysis · updated 6/20/2026
PODD and DXCM are closely matched — they split the tracked metrics evenly. DXCM has delivered stronger 1-year price return (-11.44% vs -51.70%), though PODD trades at the lower forward P/E (18.04x vs 24.45x). Analyst consensus implies meaningfully more upside for PODD (+66.32%) than for DXCM (+12.33%).
Normalized 1Y performance
PODD
DXCM
Recent returns
PODD
DXCM
Analyst price targets & sentiment
PODD · 23 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.4/5.0)
Price target range
analyst low$165.00
analyst high$360.00
analyst mean$242.43
current price$145.76
+66.3% upside to analyst mean
DXCM · 25 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.5/5.0)
Price target range
analyst low$82.00
analyst high$110.00
analyst mean$84.67
current price$72.47
+12.3% upside to analyst mean
Who should consider this stock?
PODD may suit investors who:
- →want focused exposure to the insulin delivery segment of diabetes technology
- →believe Type 2 diabetes expansion via Omnipod 5 AID will drive sustained volume growth
- →value the tubeless pump design's competitive differentiation in patient comfort
- →are comfortable with single-product concentration risk in exchange for superior growth focus
DXCM may suit investors who:
- →prefer the broader CGM platform with integration across insulin delivery and digital health ecosystems
- →see the Stelo OTC sensor as a large underpenetrated market at early commercialization
- →want exposure to both Type 1 and the significantly larger non-insulin Type 2 diabetic population
- →are comfortable with near-term competitive pressure from Abbott in international markets
Performance & AI score
| Metric | PODD | DXCM |
|---|---|---|
| AI score | 47.0 | 50.6 |
| AI rank | #634 | #434 |
| Latest close | $145.76 | $72.47 |
| 1M return | -5.72% | +8.24% |
| 6M return | -49.66% | +10.22% |
| 1Y return | -51.70% | -11.44% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PODD | DXCM |
|---|---|---|
| 1Y ago | $4.83K (-51.7%) started 2025-06-18 | $8.95K (-10.5%) started 2025-06-18 |
| 5Y ago | $5.2K (-48.0%) started 2021-06-18 | $6.85K (-31.5%) started 2021-06-21 |
| 10Y ago | $49.13K (+391.3%) started 2016-06-20 | $37.53K (+275.3%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | PODD | DXCM |
|---|---|---|
| Market cap | $10.1B | $29.08B |
| Trailing P/E | 34.06 | 32.35 |
| Forward P/E | 18.04 | 24.45 |
| Price/Sales | 3.48 | 8.19 |
| EV/Revenue | 3.71 | 5.82 |
| Analyst target | $242.43 | $84.67 |
| Target upside | +66.32% | +12.33% |
Growth, profitability & risk
| Metric | PODD | DXCM |
|---|---|---|
| Revenue growth | 33.90% | 15.00% |
| Earnings growth | 159.00% | 92.20% |
| EPS growth | +159.00% | +92.20% |
| FCF margin | +8.73% | +21.93% |
| Operating margin | N/A | 21.42% |
| Profit margin | 10.44% | 19.31% |
| ROIC proxy | 23.00% | 35.62% |
| Return on equity | 23.00% | 35.62% |
| Dividend yield | 0.00% | N/A |
| Beta | 1.13 | 1.44 |
| Debt/equity | 77.84 | 46.83 |
| Current ratio | 2.49 | 1.95 |
| Quick ratio | 1.49 | 1.58 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
PODD max drawdown59.63%
DXCM max drawdown38.75%
PODD max wkly drop17.35%
DXCM max wkly drop17.22%
5Y risk snapshot
PODD max drawdown61.31%
DXCM max drawdown66.32%
PODD max wkly drop24.54%
DXCM max wkly drop42.68%
10Y risk snapshot
PODD max drawdown61.31%
DXCM max drawdown66.32%
PODD max wkly drop27.93%
DXCM max wkly drop42.68%
Performance metrics by period
| Period | Metric | PODD | DXCM |
|---|---|---|---|
| 1Y | Growth | -51.70% | -10.54% |
| CAGR | -51.73% | -10.56% | |
| Sharpe ratio | -1.83 | -0.18 | |
| Max drawdown | 59.63% | 38.75% | |
| Max daily drop | 12.50% | 14.63% | |
| Max wkly drop | 17.35% | 17.22% | |
| 5Y | Growth | -48.04% | -31.48% |
| CAGR | -12.28% | -7.29% | |
| Sharpe ratio | -0.20 | -0.01 | |
| Max drawdown | 61.31% | 66.32% | |
| Max daily drop | 12.50% | 40.66% | |
| Max wkly drop | 24.54% | 42.68% | |
| 10Y | Growth | +391.27% | +275.30% |
| CAGR | +17.27% | +14.15% | |
| Sharpe ratio | 0.48 | 0.43 | |
| Max drawdown | 61.31% | 66.32% | |
| Max daily drop | 16.84% | 40.66% | |
| Max wkly drop | 27.93% | 42.68% |
Business comparison
| Category | PODD | DXCM |
|---|---|---|
| Company | Insulet Corporation | DexCom, Inc. |
| Sector | Healthcare | Healthcare |
| Industry | N/A | Medical Devices |
| Core business | Insulet manufactures the Omnipod insulin management system, a tubeless patch pump worn on the body that delivers insulin via a disposable pod replaced every three days. Omnipod 5, the automated insulin delivery (AID) system that integrates with continuous glucose monitors including Dexcom's G6/G7, is the company's key growth driver. Insulet's direct sales model in the US and a distributor-led international strategy are expanding Omnipod's global addressable market beyond its traditional Type 1 diabetes user base into Type 2. | DexCom is the leading independent continuous glucose monitoring company, with the G6 and G7 sensors providing real-time glucose readings to both Type 1 and Type 2 diabetics without fingerstick calibration. The G7 sensor is smaller, more accurate, and has a 30-minute warm-up versus 2 hours for G6. Dexcom's Stelo OTC biosensor for non-insulin-using Type 2 diabetics represents a major market expansion into a population 10x larger than its current user base. |
| Investor focus | Investors track Omnipod 5 adoption in both Type 1 and Type 2 diabetes, international market expansion rates (particularly in Europe), the ratio of US to international sales growth, and gross margin expansion as the manufacturing platform scales. | Investors track G7 adoption and ASP trends, Stelo OTC volume and channel expansion, international revenue growth, and competition from Abbott's Libre system, which is winning market share in certain international markets. |
PODD strengths
- →Omnipod's tubeless design differentiates it from tubed insulin pump competitors on comfort and ease of use
- →Type 2 diabetes expansion through Omnipod 5 dramatically increases the addressable market
- →International revenue is growing faster than the US as distribution expands in underpenetrated markets
DXCM strengths
- →Market-leading CGM accuracy and integration ecosystem with insulin pumps and insulin pens
- →Stelo OTC sensor opens a massive non-insulin Type 2 diabetic market of 25+ million Americans
- →Strong relationships with endocrinologists and primary care physicians for prescribing momentum
Risks to watch — PODD
- →Heavily concentrated in a single product line (Omnipod) with limited revenue diversification
- →Dependency on CGM partners (Dexcom, Abbott) for AID system integration
- →Premium valuation requires sustained 20%+ growth to justify current multiples
Risks to watch — DXCM
- →Abbott's FreeStyle Libre gaining CGM market share, particularly outside the US
- →Stelo's commercial success is still early and penetration rates in OTC channel are uncertain
- →Revenue guidance reductions have occurred, damaging near-term investor confidence
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