ISRG vs PODD
Intuitive Surgical (ISRG) and Insulet (PODD) compared side by side. Intuitive Surgical (ISRG) is larger, with a market cap of $159.8B versus $10.3B for Insulet, about 15.5 times the size. On trailing earnings, PODD is cheaper at 27.9x versus 54.7x for ISRG.
Head to head
| Metric | ISRG | PODD |
|---|---|---|
| Market cap | $159.8B | $10.3B |
| P/E (TTM) | 54.7x | 27.9x |
| Forward P/E | 36.4x | 19.3x |
| Revenue (TTM) | $11.6B | $3.1B |
| Revenue growth | 21.7% | 23.5% |
| Gross margin | 66.6% | 71.1% |
| Operating margin | 33.3% | 16.2% |
| Free cash flow | $3.2B | $265.6M |
| Dividend yield | None | None |
| 1-year return | -18.0% | -53.9% |
| 5-year return (annual) | +5.8% | -13.3% |
| Max drawdown | -82% | -90% |
| FI Handbook grade | B | B- |
Highlighted: the stronger figure on metrics where higher or lower is clearly better.
Growth of $10,000 (5 years, price only)
ISRG vs PODD FAQ
Which is bigger, ISRG or PODD?
Intuitive Surgical (ISRG) is larger, with a market cap of $159.8B versus $10.3B for Insulet, about 15.5 times the size.
Is ISRG or PODD cheaper?
On trailing earnings, PODD is cheaper at 27.9x versus 54.7x for ISRG. A lower P/E can reflect slower expected growth, so compare growth and margins too.
Which stock performed better over the past year, ISRG or PODD?
ISRG returned -18.0% over the past year including dividends, versus -53.9% for PODD, through October 23, 2026.
Full pages: Intuitive Surgical · Insulet