LIVE
PODD
Insulet Corporation · Health Care - Medical Devices / Diabetes Technology
$145.76
-5.72% this month
VERSUS
⟷
COMPARE
TNDM
Tandem Diabetes Care, Inc. · Health Care - Medical Devices / Diabetes Technology
$15.30
+10.39% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
PODD
2
TNDM
2
Comparison scoreboard
MIXED SETUPAI Score
PODD ✓47.0
TNDM 24.9
1Y Return
PODD -51.70%
TNDM ✓-25.02%
Fwd P/E
PODD ✓18.04
TNDM 260.20
Target Up.
PODD +66.32%
TNDM ✓+90.85%
Op. Margin
PODD N/A
TNDM N/A
Metrics last refreshed: 6/20/2026
Quick take
PODD vs TNDM Stock Comparison: AI Score, Valuation, Performance and Upside
PODD (Insulet/Omnipod) and TNDM (Tandem) are the two leading independent insulin pump companies competing directly for patients requiring automated insulin delivery. Omnipod's tubeless patch pump convenience advantage has driven international growth, while Tandem's Control-IQ clinical performance has sustained U.S. market share, with both companies now competing directly as Tandem's Mobi enters the tubeless market.
PODD vs TNDM is the direct insulin pump company comparison — Insulet's tubeless patch pump global leader against Tandem's algorithmically superior but tubed-pump-centric competitor expanding into patch pump territory.
Live analysis · updated 6/20/2026
PODD and TNDM are closely matched — they split the tracked metrics evenly. TNDM has delivered stronger 1-year price return (-25.02% vs -51.70%), though PODD trades at the lower forward P/E (18.04x vs 260.20x). Analyst consensus implies meaningfully more upside for TNDM (+90.85%) than for PODD (+66.32%).
Normalized 1Y performance
PODD
TNDM
Recent returns
PODD
TNDM
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
TNDM · 20 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.0/5.0)
Price target range
analyst low$17.00
analyst high$50.00
analyst mean$29.20
current price$15.30
+90.8% upside to analyst mean
Who should consider this stock?
PODD may suit investors who:
- →Want the tubeless insulin patch pump leader with differentiated patient convenience and strong international market expansion
- →Value Omnipod's form factor preference among pediatric and active adult users as a durable competitive advantage
- →See Omnipod 5 AID as maintaining competitive parity with Tandem in closed-loop control while retaining the tubeless design advantage
TNDM may suit investors who:
- →Want insulin pump exposure with superior AID algorithm clinical outcomes and software-update differentiation
- →See Mobi launch as a strategic move to compete in the tubeless market and expand Tandem's addressable patient population
- →Value Tandem's physician relationships built on Control-IQ clinical performance as providing a foundation for future algorithm improvements
Performance & AI score
| Metric | PODD | TNDM |
|---|---|---|
| AI score | 47.0 | 24.9 |
| AI rank | #634 | #2940 |
| Latest close | $145.76 | $15.30 |
| 1M return | -5.72% | +10.39% |
| 6M return | -49.66% | -31.76% |
| 1Y return | -51.70% | -25.02% |
$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 | TNDM |
|---|---|---|
| 1Y ago | $4.83K (-51.7%) started 2025-06-18 | $7.5K (-25.0%) started 2025-06-18 |
| 5Y ago | $5.2K (-48.0%) started 2021-06-18 | $1.63K (-83.7%) started 2021-06-18 |
| 10Y ago | $49.13K (+391.3%) started 2016-06-20 | $2.04K (-79.6%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | PODD | TNDM |
|---|---|---|
| Market cap | $10.1B | $1.05B |
| Trailing P/E | 34.06 | N/A |
| Forward P/E | 18.04 | 260.20 |
| Price/Sales | 3.48 | 1.02 |
| EV/Revenue | 3.71 | 1.27 |
| Analyst target | $242.43 | $29.20 |
| Target upside | +66.32% | +90.85% |
Growth, profitability & risk
| Metric | PODD | TNDM |
|---|---|---|
| Revenue growth | 33.90% | 5.50% |
| Earnings growth | 159.00% | N/A |
| EPS growth | +159.00% | N/A |
| FCF margin | +8.73% | -1.97% |
| Operating margin | N/A | N/A |
| Profit margin | 10.44% | -9.20% |
| ROIC proxy | 23.00% | -65.73% |
| Return on equity | 23.00% | -65.73% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.13 | 1.57 |
| Debt/equity | 77.84 | 554.92 |
| Current ratio | 2.49 | 3.58 |
| Quick ratio | 1.49 | 2.87 |
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%
TNDM max drawdown54.64%
PODD max wkly drop17.35%
TNDM max wkly drop34.40%
5Y risk snapshot
PODD max drawdown61.31%
TNDM max drawdown93.40%
PODD max wkly drop24.54%
TNDM max wkly drop43.11%
10Y risk snapshot
PODD max drawdown61.31%
TNDM max drawdown97.44%
PODD max wkly drop27.93%
TNDM max wkly drop67.77%
Performance metrics by period
| Period | Metric | PODD | TNDM |
|---|---|---|---|
| 1Y | Growth | -51.70% | -25.02% |
| CAGR | -51.73% | -25.03% | |
| Sharpe ratio | -1.83 | -0.04 | |
| Max drawdown | 59.63% | 54.64% | |
| Max daily drop | 12.50% | 19.94% | |
| Max wkly drop | 17.35% | 34.40% | |
| 5Y | Growth | -48.04% | -83.68% |
| CAGR | -12.28% | -30.42% | |
| Sharpe ratio | -0.20 | -0.26 | |
| Max drawdown | 61.31% | 93.40% | |
| Max daily drop | 12.50% | 35.25% | |
| Max wkly drop | 24.54% | 43.11% | |
| 10Y | Growth | +391.27% | -79.63% |
| CAGR | +17.27% | -14.72% | |
| Sharpe ratio | 0.48 | 0.14 | |
| Max drawdown | 61.31% | 97.44% | |
| Max daily drop | 16.84% | 58.88% | |
| Max wkly drop | 27.93% | 67.77% |
Business comparison
| Category | PODD | TNDM |
|---|---|---|
| Company | Insulet Corporation | Tandem Diabetes Care, Inc. |
| Sector | Health Care - Medical Devices / Diabetes Technology | Health Care - Medical Devices / Diabetes Technology |
| Industry | N/A | N/A |
| Core business | Insulet develops and markets the Omnipod system — a tubeless, waterproof insulin patch pump worn directly on the body, eliminating the need for traditional tubing. Omnipod 5 integrates with Dexcom CGM for closed-loop automated insulin delivery. | Tandem Diabetes Care develops t:slim X2 insulin pumps with the Control-IQ closed-loop automated insulin delivery (AID) algorithm, integrating with Dexcom CGM to automatically adjust basal insulin delivery, with the Mobi tubeless pump expanding its product offering. |
| Investor focus | Investors track Omnipod pod volume growth, international market expansion, Omnipod 5 AID adoption, revenue per pod, and the company's EBITDA margin improvement as Omnipod scales globally. | Investors track Tandem's new pump shipments, Control-IQ AID clinical outcomes data, Mobi tubeless pump launch against Omnipod competition, and the path toward sustainable profitability. |
PODD strengths
- →Tubeless patch pump design is preferred by many patients and parents (pediatric users) over traditional tubed pumps for lifestyle convenience and discretion
- →Omnipod 5 AID integration with Dexcom CGM provides competitive automated insulin delivery in a patch pump form factor
- →Strong international expansion — Omnipod has significant revenue internationally where the patch pump format has been well-received
TNDM strengths
- →Control-IQ algorithm has demonstrated excellent time-in-range clinical outcomes and is highly regarded by endocrinologists
- →Software over-the-air update capability allows new algorithms to be deployed to existing pumps without hardware replacement
- →Mobi launch addresses the tubeless market segment that Insulet dominates, expanding Tandem's addressable market
Risks to watch — PODD
- →Traditional tubed pumps (Tandem's t:slim, Medtronic) are competing with AID algorithm improvements that narrow the convenience gap
- →Omnipod pod manufacturing cost reduction is ongoing but achieving the necessary scale to materially improve margins takes time
- →Competitive pressure from Medtronic (MiniMed) and Tandem in the core insulin-dependent diabetes pump market
Risks to watch — TNDM
- →Omnipod's tubeless patch pump preference is strong among users — Mobi enters a market where Insulet has an established brand and workflow advantage
- →Tandem has had significant revenue growth challenges as international expansion dynamics and competition create uncertainty
- →Smaller scale than Insulet and Medtronic limits manufacturing cost advantages and negotiating leverage with distributors
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