Insulet Corp. (PODD) vs TransMedics Group, Inc. (TMDX)
A side-by-side comparison of Insulet Corp. and TransMedics Group, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 6, 2026. Differences are shown without an overall score or investment verdict.
PODD
Insulet Corp.
$133.26HealthcareDelayed quote: Aug 5, 2026, 4:00 PM EDT
TMDX
TransMedics Group, Inc.
$76.49HealthcareDelayed quote: Aug 5, 2026, 4:00 PM EDT
Total return — PODD vs TMDX
growth of $100 · dividends reinvested · last 7yPODD +54.5%TMDX +242.1%TMDX compounded faster
PODD TMDX
PODD vs TMDX: by the numbers
- •PODD is the larger company ($9.23B vs $2.64B market cap).
- •TMDX trades at the lower trailing earnings multiple (19.82 vs 24.91 P/E), one valuation lens rather than an overall verdict.
- •TMDX converts more revenue to profit (22.69% vs 12.29% net margin).
- •TMDX grew revenue faster over the past five years (86.12% vs 25.13% CAGR).
Metrics side by side
Valuation
| Metric | PODD | TMDX |
|---|---|---|
| P/E ratio | 24.91 | 19.82 |
| Forward P/E | 20.56 | 41.81 |
| P/S ratio | 3.05 | 4.66 |
| P/B ratio | 6.54 | 6.01 |
| PEG ratio | 0.25 | 0.05 |
| EV / EBITDA | 15.46 | 29.39 |
| FCF yield | 1.64% | 2.54% |
Profitability
| Metric | PODD | TMDX |
|---|---|---|
| Gross margin | 71.08% | 58.69% |
| Operating margin | 16.89% | 12.21% |
| Net margin | 12.29% | 22.69% |
| ROE | 26.39% | 29.28% |
| ROIC | 13.62% | 10.94% |
Growth (annualized)
| Metric | PODD | TMDX |
|---|---|---|
| Revenue CAGR (5Y) | 25.13% | 86.12% |
| EPS CAGR (5Y) | 99.91% | N/A |
| Total return CAGR (5Y) | -13.83% | 22.13% |
Frequently asked
- Which has the lower trailing P/E, PODD or TMDX?
- TMDX has the lower trailing P/E: PODD trades at 24.91 and TMDX at 19.82. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, PODD or TMDX?
- Over the past five years, TMDX grew revenue faster — PODD at a 25.13% CAGR versus TMDX at 86.12%.
- Is PODD or TMDX more profitable?
- TMDX runs the higher net margin — PODD at 12.29% versus TMDX at 22.69%.
- How have PODD and TMDX total returns compared?
- Over the past 5 years, PODD delivered 11.94% and TMDX delivered 22.13% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Insulet P/E ratioTransMedics P/E ratioInsulet dividend yieldTransMedics dividend yieldInsulet ROETransMedics ROEInsulet operating marginTransMedics operating marginInsulet revenue growthTransMedics revenue growthInsulet free cash flowTransMedics free cash flow
Insulet & TransMedics appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 6, 2026.