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.
PODD holds the edge across 3 of 5 key metrics in this comparison. TNDM has delivered stronger 1-year price return (+27.34% vs -57.38%), though PODD has the better forward P/E setup (19.21x vs 120.45x for TNDM). PODD leads on both revenue growth (23.50%) and operating margin (16.18%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for TNDM (+39.59%) 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 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
- 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
| Metric | PODD | TNDM |
|---|---|---|
| AI scorei | 45.0 | 25.7 |
| AI ranki | #789 | #2723 |
| Latest closei | $141.55 | $16.86 |
| 1M returni | -4.38% | -28.13% |
| 6M returni | -38.09% | -32.07% |
| 1Y returni | -57.38% | +27.34% |
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 | $4.39K (-56.1%) started 2025-09-17 | $12.73K (+27.3%) started 2025-09-18 |
| 5Y ago | $4.9K (-51.0%) started 2021-09-20 | $1.38K (-86.2%) started 2021-09-20 |
| 10Y ago | $32.58K (+225.8%) started 2016-09-19 | $2.23K (-77.7%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | PODD | TNDM |
|---|---|---|
| Market capi | $10.27B | $1.43B |
| Trailing P/Ei | 27.79 | N/A |
| Forward P/Ei | 19.21 | 120.45 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 3.50 | 1.69 |
| Analyst targeti | $171.91 | $28.70 |
| Target upsidei | +16.05% | +39.59% |
| Metric | PODD | TNDM |
|---|---|---|
| Revenue growthi | 23.50% | 5.80% |
| Earnings growthi | 328.60% | N/A |
| EPS growthi | +328.60% | N/A |
| FCF margini | +7.76% | -4.22% |
| Operating margini | 16.18% | -5.42% |
| Profit margini | 12.29% | -6.08% |
| ROIC proxyi | 26.02% | -48.03% |
| Return on equityi | 26.02% | -48.03% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.09 | 1.54 |
| Debt/equityi | 66.69 | 566.96 |
| Current ratioi | 2.48 | 3.18 |
| Quick ratioi | 1.51 | 2.44 |
Over the past year, PODD and TNDM have moved weakly in the same direction (correlation of 0.29), 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 | PODD | TNDM |
|---|---|---|---|
| 1Y | Growthi | -56.07% | +27.34% |
| CAGRi | -56.12% | +27.36% | |
| Volatilityi | 44.70% | 77.93% | |
| Sharpe ratioi | -1.71 | 0.62 | |
| Sortino ratioi | -2.04 | 1.10 | |
| Max drawdowni | 61.90% | 54.64% | |
| Current drawdowni | 59.13% | 40.34% | |
| Avg drawdowni | 33.83% | 21.31% | |
| Ulcer Indexi | 39.76% | 26.54% | |
| Max daily dropi | 20.12% | 16.19% | |
| Max wkly dropi | 21.90% | 25.67% | |
| 5Y | Growthi | -51.03% | -86.20% |
| CAGRi | -13.33% | -32.74% | |
| Volatilityi | 44.12% | 68.86% | |
| Sharpe ratioi | -0.21 | -0.30 | |
| Sortino ratioi | -0.30 | -0.43 | |
| Max drawdowni | 62.60% | 93.40% | |
| Current drawdowni | 59.88% | 89.00% | |
| Avg drawdowni | 25.92% | 71.55% | |
| Ulcer Indexi | 31.16% | 75.30% | |
| Max daily dropi | 20.12% | 35.25% | |
| Max wkly dropi | 24.54% | 43.11% | |
| 10Y | Growthi | +225.78% | -77.67% |
| CAGRi | +12.54% | -13.93% | |
| Volatilityi | 42.79% | 78.09% | |
| Sharpe ratioi | 0.38 | 0.16 | |
| Sortino ratioi | 0.57 | 0.22 | |
| Max drawdowni | 62.60% | 97.44% | |
| Current drawdowni | 59.88% | 89.00% | |
| Avg drawdowni | 17.23% | 59.38% | |
| Ulcer Indexi | 23.52% | 66.93% | |
| Max daily dropi | 20.12% | 58.88% | |
| Max wkly dropi | 27.93% | 67.77% |
| Category | PODD | TNDM |
|---|---|---|
| Company | Insulet Corporation | Tandem Diabetes Care, Inc. |
| Sector | Healthcare | Healthcare |
| Industry | Medical Devices | Medical Devices |
| 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. |
- 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
- 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
- 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
- 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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