BSX vs PODD Stock Comparison: AI Score, Valuation, Performance and Upside
BSX and PODD are both growing device companies with different shapes. Boston Scientific is diversified, with several independent growth engines, led by strong positions in pulsed field ablation and structural heart. Insulet is a focused single-product-family company whose disposable pods generate recurring revenue from each patient adopted, with type 2 diabetes as its main expansion opportunity.
Use this BSX vs PODD comparison to weigh diversified growth against concentrated recurring revenue. Boston Scientific spreads its risk across categories but must keep winning in each. Insulet has exceptional revenue quality per patient because pods are consumed continuously, but everything depends on one product platform staying competitive.
BSX holds the edge across 4 of 5 key metrics in this comparison. BSX leads on both 1-year return (-55.21%) and forward P/E quality (13.64x vs 19.21x for PODD), a relatively favorable combination of momentum and valuation. On fundamentals, PODD is growing revenue faster (23.50%), while BSX maintains the higher operating margin (22.90%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for BSX (+33.84%) than for PODD (+16.05%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want diversified device growth with several independent drivers
- Value leadership in pulsed field ablation and structural heart
- Trust management's record of integrating acquisitions
- Accept a premium valuation and rising competition in ablation
- Want highly recurring consumable revenue from each adopted patient
- Believe type 2 diabetes expansion opens a much larger market
- Value the tubeless design as a durable patient preference advantage
- Accept single-platform concentration risk
| Metric | BSX | PODD |
|---|---|---|
| AI scorei | 39.5 | 44.7 |
| AI ranki | #1144 | #737 |
| Latest closei | $43.92 | $136.13 |
| 1M returni | -8.82% | -5.06% |
| 6M returni | -36.50% | -34.62% |
| 1Y returni | -55.21% | -58.37% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BSX | PODD |
|---|---|---|
| 1Y ago | $4.48K (-55.2%) started 2025-09-25 | $4.21K (-57.9%) started 2025-09-25 |
| 5Y ago | $9.88K (-1.2%) started 2021-09-27 | $4.76K (-52.4%) started 2021-09-27 |
| 10Y ago | $18.51K (+85.1%) started 2016-09-26 | $31.47K (+214.7%) started 2016-09-26 |
Hypothetical — past performance does not guarantee future results.
| Metric | BSX | PODD |
|---|---|---|
| Market capi | $67.88B | $10.27B |
| Trailing P/Ei | 18.96 | 27.79 |
| Forward P/Ei | 13.64 | 19.21 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 3.82 | 3.50 |
| Analyst targeti | $62.69 | $171.91 |
| Target upsidei | +33.84% | +16.05% |
| Metric | BSX | PODD |
|---|---|---|
| Revenue growthi | 7.50% | 23.50% |
| Earnings growthi | 15.10% | 328.60% |
| EPS growthi | +15.10% | +328.60% |
| FCF margini | +11.68% | +7.76% |
| Operating margini | 22.90% | 16.18% |
| Profit margini | 17.50% | 12.29% |
| ROIC proxyi | 15.34% | 26.02% |
| Return on equityi | 15.34% | 26.02% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 0.57 | 1.09 |
| Debt/equityi | 50.15 | 66.69 |
| Current ratioi | 1.24 | 2.48 |
| Quick ratioi | 0.56 | 1.51 |
Over the past year, BSX and PODD have moved weakly in the same direction (correlation of 0.28), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BSX | PODD |
|---|---|---|---|
| 1Y | Growthi | -55.25% | -57.93% |
| CAGRi | -55.30% | -57.98% | |
| Volatilityi | 38.33% | 44.51% | |
| Sharpe ratioi | -2.02 | -1.82 | |
| Sortino ratioi | -2.37 | -2.16 | |
| Max drawdowni | 59.39% | 61.90% | |
| Current drawdowni | 58.16% | 60.70% | |
| Avg drawdowni | 32.40% | 34.90% | |
| Ulcer Indexi | 38.87% | 40.79% | |
| Max daily dropi | 17.59% | 20.12% | |
| Max wkly dropi | 19.50% | 21.90% | |
| 5Y | Growthi | -1.21% | -52.45% |
| CAGRi | -0.24% | -13.83% | |
| Volatilityi | 26.63% | 44.10% | |
| Sharpe ratioi | -0.04 | -0.22 | |
| Sortino ratioi | -0.06 | -0.32 | |
| Max drawdowni | 60.58% | 62.60% | |
| Current drawdowni | 59.39% | 61.42% | |
| Avg drawdowni | 10.61% | 26.17% | |
| Ulcer Indexi | 19.08% | 31.43% | |
| Max daily dropi | 17.59% | 20.12% | |
| Max wkly dropi | 19.50% | 24.54% | |
| 10Y | Growthi | +85.08% | +214.68% |
| CAGRi | +6.35% | +12.15% | |
| Volatilityi | 27.75% | 42.76% | |
| Sharpe ratioi | 0.20 | 0.38 | |
| Sortino ratioi | 0.27 | 0.56 | |
| Max drawdowni | 60.58% | 62.60% | |
| Current drawdowni | 59.39% | 61.42% | |
| Avg drawdowni | 9.42% | 17.26% | |
| Ulcer Indexi | 15.65% | 23.65% | |
| Max daily dropi | 17.59% | 20.12% | |
| Max wkly dropi | 19.55% | 27.93% |
| Category | BSX | PODD |
|---|---|---|
| Company | Boston Scientific Corporation | Insulet Corporation |
| Sector | Healthcare | Healthcare |
| Industry | Medical Devices | Medical Devices |
| Core business | Medical device company spanning cardiovascular including electrophysiology and structural heart, endoscopy, urology, and neuromodulation. Its pulsed field ablation and left atrial appendage closure products have been major growth drivers. | Maker of the Omnipod tubeless insulin delivery system, a wearable patch pump used by people with type 1 and increasingly type 2 diabetes, sold with disposable pods that generate continuing consumable revenue. |
| Investor focus | Electrophysiology and pulsed field ablation share gains, structural heart growth, category-by-category organic growth, margin expansion, and acquisition integration. | New patient starts, type 2 diabetes expansion, pod volume and recurring revenue, automated insulin delivery algorithm competitiveness, and gross margin. |
- Leading position in pulsed field ablation, one of the fastest-growing device categories
- Diversified across several therapy areas with multiple independent growth drivers
- Consistent record of acquiring and successfully integrating adjacent technologies
- Disposable pod model produces highly recurring consumable revenue once a patient adopts
- Tubeless design is a genuine differentiator for patients who dislike conventional pumps
- Type 2 diabetes represents a far larger patient population than type 1
- Premium valuation for a device company, requiring sustained high growth
- Larger competitors are investing heavily to challenge in ablation
- Acquisition-driven growth requires continued successful deal execution
- Competes against established pump makers and against advances in insulin therapy
- Reliant on a single product family, so a manufacturing or reimbursement problem is concentrated
- Availability of newer diabetes and obesity drugs could alter treatment patterns over time
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