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ISRG vs PODD
Which Stock Would AI Choose? Intuitive Surgical (ISRG) vs. Insulet (PODD) Stock Comparison
Key Takeaways
- ISRG (Intuitive Surgical) has demonstrated consistent procedure volume growth of approximately 17% year-over-year in recent quarters, supporting revenue expansion in the robotic surgery sector.
- PODD (Insulet) reported robust revenue growth of 33.9% in its most recent reported quarter, driven by adoption of its tubeless insulin pump technology, though the stock has faced notable price pressure in 2026.
- Both stocks operate in the healthcare equipment space but differ in end markets: ISRG focuses on minimally invasive surgical systems while PODD specializes in diabetes management devices.
- Recent market activity shows ISRG maintaining relatively stronger year-to-date performance compared to broader indices, whereas PODD has experienced sharper declines from 52-week highs amid sector rotation.
- Analyst sentiment remains constructive for both, with consensus buy ratings, though price targets reflect varying degrees of upside potential based on growth visibility.
- Risk profiles differ, with ISRG exposed to capital equipment cycles and PODD more tied to recurring consumables demand and regulatory developments.
Introduction
Intuitive Surgical (ISRG) and Insulet (PODD) represent two distinct segments within the medical technology industry, making their comparison relevant for investors seeking exposure to healthcare innovation. ISRG leads in robotic-assisted surgery platforms, while PODD provides advanced insulin delivery systems for diabetes management. This analysis appeals to growth-oriented traders and portfolio managers evaluating relative performance, sector positioning, and momentum within healthcare amid evolving market conditions. The comparison highlights trade-offs in business models, recent price behavior, and external influences without favoring either security.
ISRG Overview and Recent Performance
Intuitive Surgical develops and markets the da Vinci surgical system and related instruments for minimally invasive procedures. In recent weeks, the stock has traded in a range influenced by broader market sentiment toward growth equities and capital spending trends in hospitals. Procedure volumes continued to expand, with worldwide da Vinci and Ion procedures rising approximately 17% year-over-year in the first quarter of 2026, accompanied by 23% revenue growth to $2.77 billion. This performance contributed to a year-to-date return of approximately 26.71%, outpacing the S&P 500. Sentiment has been supported by strong earnings beats and raised guidance elements, though the shares have pulled back from earlier 2026 highs near $603 amid valuation considerations and macroeconomic factors affecting healthcare capital equipment.
PODD Overview and Recent Performance
Insulet Corporation manufactures the Omnipod platform, a tubeless insulin pump system designed for continuous subcutaneous insulin infusion. Recent market activity has reflected volatility in diabetes technology stocks, with the share price declining from 52-week highs above $350 to levels near $157-$162. The company delivered 33.9% year-over-year revenue growth in its latest reported quarter, reaching $761.7 million, driven by increased adoption of its automated insulin delivery features. Year-to-date returns have lagged broader indices, showing declines exceeding 40% in some measures, influenced by profit-taking and sector rotation. Upcoming second-quarter results scheduled for early August 2026 provide a near-term catalyst, while ongoing demand for consumables supports recurring revenue visibility.
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Head-to-Head Comparison
Intuitive Surgical (ISRG) and Insulet (PODD) differ markedly in business models: ISRG generates revenue primarily from high-margin capital equipment sales and recurring instrument usage in operating rooms, whereas PODD relies on a razor-blade model emphasizing durable pumps paired with high-volume consumable pods. Growth drivers for ISRG center on expanding surgical procedure penetration and new system adoption, while PODD benefits from rising diabetes prevalence and technological upgrades in automated insulin delivery. Recent momentum favors ISRG on relative year-to-date stability, though both face healthcare sector headwinds including reimbursement dynamics and competitive pressures. Risk factors include ISRG’s sensitivity to hospital capital budgets and PODD’s exposure to supply chain or regulatory shifts in medical devices. Market sentiment reflects cautious optimism for both, with ISRG positioned for steadier compounding and PODD offering higher-beta exposure to consumer health trends.
Tickeron AI Verdict
Based on observable factors such as trend consistency in procedure growth, earnings stability, and relative positioning within healthcare equipment, Tickeron’s AI models currently assign a probabilistic edge to ISRG over PODD in the near term. Stronger visibility into recurring revenue streams and more contained drawdowns in recent market activity support this assessment, though outcomes remain subject to evolving macroeconomic and sector-specific developments.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ISRG is a Buy and PODD is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ISRG’s FA Score shows that 0 FA rating(s) are green whilePODD’s FA Score has 0 green FA rating(s).
- ISRG’s FA Score: 0 green, 5 red.
- PODD’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ISRG’s TA Score shows that 6 TA indicator(s) are bullish while PODD’s TA Score has 4 bullish TA indicator(s).
- ISRG’s TA Score: 6 bullish, 3 bearish.
- PODD’s TA Score: 4 bullish, 3 bearish.
Price Growth
ISRG (@Pharmaceuticals: Other) experienced а -4.51% price change this week, while PODD (@Medical/Nursing Services) price change was -1.95% for the same time period.
The average weekly price growth across all stocks in the @Pharmaceuticals: Other industry was -0.97%. For the same industry, the average monthly price growth was +8.64%, and the average quarterly price growth was -9.78%.
The average weekly price growth across all stocks in the @Medical/Nursing Services industry was -1.20%. For the same industry, the average monthly price growth was -0.54%, and the average quarterly price growth was -16.57%.
Reported Earning Dates
ISRG is expected to report earnings on Jul 16, 2026.
PODD is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Pharmaceuticals: Other (-0.97% weekly)Pharmaceuticals (Other) comprise companies that are involved in the discovery, development or manufacturing of therapeutic and preventative medicines. They often collaborate with or acquire other pharmaceutical/healthcare firms. Examples of companies in this segment include Bausch Health Companies Inc., Icon Plc and Perrigo Company Plc.
@Medical/Nursing Services (-1.20% weekly)The medical/nursing services includes companies that provide medical-related services such as ambulance services, dialysis centers, respiratory therapy, blood testing and rehabilitation services. DaVita Inc., Chemed Corporation and Guardant Health, Inc. are examples of companies in this industry.
| ISRG | PODD | ISRG / PODD | |
| Capitalization | 144B | 11.2B | 1,286% |
| EBITDA | 3.95B | 564M | 700% |
| Gain YTD | -28.176 | -43.259 | 65% |
| P/E Ratio | 49.43 | 37.68 | 131% |
| Revenue | 10.6B | 2.9B | 365% |
| Total Cash | 4.52B | 480M | 941% |
| Total Debt | 87M | 948M | 9% |
ISRG | PODD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 67 | 100 | |
SMR RATING 1..100 | 51 | 41 | |
PRICE GROWTH RATING 1..100 | 63 | 64 | |
P/E GROWTH RATING 1..100 | 85 | 80 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PODD's Valuation (74) in the Medical Specialties industry is in the same range as ISRG (78). This means that PODD’s stock grew similarly to ISRG’s over the last 12 months.
ISRG's Profit vs Risk Rating (67) in the Medical Specialties industry is somewhat better than the same rating for PODD (100). This means that ISRG’s stock grew somewhat faster than PODD’s over the last 12 months.
PODD's SMR Rating (41) in the Medical Specialties industry is in the same range as ISRG (51). This means that PODD’s stock grew similarly to ISRG’s over the last 12 months.
ISRG's Price Growth Rating (63) in the Medical Specialties industry is in the same range as PODD (64). This means that ISRG’s stock grew similarly to PODD’s over the last 12 months.
PODD's P/E Growth Rating (80) in the Medical Specialties industry is in the same range as ISRG (85). This means that PODD’s stock grew similarly to ISRG’s over the last 12 months.
| ISRG | PODD | |
|---|---|---|
| RSI ODDS (%) | 6 days ago 46% | N/A |
| Stochastic ODDS (%) | 3 days ago 63% | 3 days ago 72% |
| Momentum ODDS (%) | 3 days ago 71% | 3 days ago 69% |
| MACD ODDS (%) | 3 days ago 45% | N/A |
| TrendWeek ODDS (%) | 3 days ago 63% | 3 days ago 75% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 68% |
| Advances ODDS (%) | 11 days ago 66% | 3 days ago 67% |
| Declines ODDS (%) | 3 days ago 60% | 27 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 50% | N/A |
| Aroon ODDS (%) | 3 days ago 64% | 3 days ago 76% |
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ISRG and
Correlation & Price change
A.I.dvisor indicates that over the last year, ISRG has been closely correlated with BSX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if ISRG jumps, then BSX could also see price increases.
| Ticker / NAME | Correlation To ISRG | 1D Price Change % | ||
|---|---|---|---|---|
| ISRG | 100% | -1.16% | ||
| BSX - ISRG | 73% Closely correlated | -0.49% | ||
| SYK - ISRG | 64% Loosely correlated | +0.82% | ||
| NTRA - ISRG | 54% Loosely correlated | -4.22% | ||
| GKOS - ISRG | 51% Loosely correlated | -1.52% | ||
| PODD - ISRG | 49% Loosely correlated | +1.89% | ||
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PODD and
Correlation & Price change
A.I.dvisor indicates that over the last year, PODD has been loosely correlated with ISRG. These tickers have moved in lockstep 49% of the time. This A.I.-generated data suggests there is some statistical probability that if PODD jumps, then ISRG could also see price increases.
| Ticker / NAME | Correlation To PODD | 1D Price Change % | ||
|---|---|---|---|---|
| PODD | 100% | +1.89% | ||
| ISRG - PODD | 49% Loosely correlated | -1.16% | ||
| SIBN - PODD | 40% Loosely correlated | +0.80% | ||
| ATEC - PODD | 40% Loosely correlated | +0.74% | ||
| MDT - PODD | 39% Loosely correlated | +1.80% | ||
| EW - PODD | 37% Loosely correlated | +0.96% | ||
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