ISRG vs. PODD: Intuitive Surgical vs. Insulet Stock Comparison

November 11, 2026

How do Intuitive Surgical (ISRG) and Insulet (PODD) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Intuitive Surgical (ISRG) and Insulet (PODD) are both classified in the Health Care Equipment sub-industry within the broader Health Care Equipment & Supplies industry, placing them in the closest GICS peer bucket.

Company profile comparison for Intuitive Surgical (ISRG) and Insulet (PODD)
Profile Item	ISRG	PODD
Name	Intuitive Surgical Inc.	Insulet Corporation
Country/Region	United States	United States
GICS Sector	Health Care	Health Care
GICS Industry Group	Health Care Equipment & Services	Health Care Equipment & Services
GICS Industry	Health Care Equipment & Supplies	Health Care Equipment & Supplies
GICS Sub-Industry	Health Care Equipment	Health Care Equipment
Market Capitalization	159.96 billion USD	10.16 billion USD
Currency	USD	USD
Exchange	Nasdaq	Nasdaq
Listing Date	June 16, 2000	May 15, 2007
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

ISRG

PODD

GSPC

Intuitive Surgical (ISRG) vs. Insulet (PODD), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…

Trailing total returns for Intuitive Surgical (ISRG) and Insulet (PODD). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…

Calendar-year total returns for Intuitive Surgical (ISRG) and Insulet (PODD). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Intuitive Surgical (ISRG) and Insulet (PODD)
Metric	ISRG	PODD
Total Return (1Y)	-17.61%	-53.25%
Total Return (3Y, Annualized)	19.20%	-0.74%
Total Return (5Y, Annualized)	4.85%	-14.02%

Risk Profile

Drawdown History

ISRG

PODD

GSPC

Intuitive Surgical (ISRG) vs. Insulet (PODD), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…

Distribution of monthly total returns for Intuitive Surgical (ISRG) and Insulet (PODD). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Intuitive Surgical (ISRG) and Insulet (PODD)
Metric	ISRG	PODD
Volatility (1Y, Annualized)	35.53%	46.33%
Beta (5Y)	1.41	1.04
Max Drawdown (5Y)	-49.88%	-63.02%
Avg. Volume (3M)	2.43M	1.58M

Risk-Adjusted Performance

Risk-Return Positioning

ISRG and PODD are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Intuitive Surgical (ISRG) and Insulet (PODD)
Metric	ISRG	PODD
Sharpe Ratio (1Y)	-0.62	-1.24
Sortino Ratio (1Y)	-0.83	-1.51

Profitability

ROE (TTM)

Both Intuitive Surgical (ISRG) at 17.93% and Insulet (PODD) at 28.94% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

ISRG

Health Care Equipment & Services industry group

17.93%

Max: 47.61%
ISRG: 17.93%
Q3: 14.36%
Median: 5.45%
Q1: -10.67%
Min: -47.01%

PODD

Health Care Equipment & Services industry group

28.94%

Max: 47.61%
PODD: 28.94%
Q3: 14.36%
Median: 5.45%
Q1: -10.67%
Min: -47.01%

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their ROE against the Health Care Equipment & Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Intuitive Surgical (ISRG) at 25.54% and Insulet (PODD) at 13.44% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

ISRG

Health Care Equipment & Services industry group

25.54%

Max: 29.35%
ISRG: 25.54%
Q3: 9.33%
Median: 2.18%
Q1: -6.29%
Min: -28.46%

PODD

Health Care Equipment & Services industry group

13.44%

Max: 29.35%
PODD: 13.44%
Q3: 9.33%
Median: 2.18%
Q1: -6.29%
Min: -28.46%

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their net margin against the Health Care Equipment & Services industry group benchmark.

Operating Margin (TTM)

Both Intuitive Surgical (ISRG) at 33.29% and Insulet (PODD) at 22.54% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

ISRG

Health Care Equipment & Services industry group

33.29%

Max: 35.43%
ISRG: 33.29%
Q3: 14.14%
Median: 6.81%
Q1: -0.28%
Min: -16.29%

PODD

Health Care Equipment & Services industry group

22.54%

Max: 35.43%
PODD: 22.54%
Q3: 14.14%
Median: 6.81%
Q1: -0.28%
Min: -16.29%

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their operating margin against the Health Care Equipment & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Intuitive Surgical (ISRG) and Insulet (PODD)
Metric	ISRG	PODD
ROE (TTM)	17.93%	28.94%
ROA (TTM)	11.86%	11.40%
Net Margin (TTM)	25.54%	13.44%
Operating Margin (TTM)	33.29%	22.54%
Gross Margin (TTM)	66.64%	71.88%

Growth

Revenue Growth

Both Intuitive Surgical (ISRG) at 20.51% and Insulet (PODD) at 30.73% sit in the top peer quartile for revenue growth, so each is growing its top line faster than typical industry peers.

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their Revenue Growth across different time periods.

EPS Growth

Intuitive Surgical (ISRG) at 22.59% is around its peer norm for EPS growth, while Insulet (PODD) at -39.79% drops into the bottom quartile, signaling weaker earnings momentum.

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Intuitive Surgical (ISRG) and Insulet (PODD)
Metric	ISRG	PODD
Revenue Growth (YoY)	20.51%	30.73%
Revenue Growth (3Y CAGR)	17.39%	27.54%
EPS Growth (YoY)	22.59%	-39.79%
EPS Growth (3Y CAGR)	29.19%	267.70%

Financial Strength

Current Ratio (MRQ)

Both Intuitive Surgical (ISRG) at 3.33 and Insulet (PODD) at 2.51 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

ISRG

Health Care Equipment & Services industry group

3.33

Max: 7.59
Q3: 4.00
ISRG: 3.33
Median: 1.98
Q1: 1.37
Min: 0.30

PODD

Health Care Equipment & Services industry group

2.51

Max: 7.59
Q3: 4.00
PODD: 2.51
Median: 1.98
Q1: 1.37
Min: 0.30

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their current ratio against the Health Care Equipment & Services industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Insulet (PODD) carries debt-to-equity ratio of 0.66 against its industry range, while Intuitive Surgical (ISRG) reports no figure this period.

ISRG

Health Care Equipment & Services industry group

Max: 1.88
Q3: 0.91
Median: 0.58
Q1: 0.16
Min: 0.00
ISRG: --

PODD

Health Care Equipment & Services industry group

0.66

Max: 1.88
Q3: 0.91
PODD: 0.66
Median: 0.58
Q1: 0.16
Min: 0.00

Intuitive Surgical (ISRG) vs. Insulet (PODD): ISRG does not report debt-to-equity ratio, so it has no value marker; PODD is benchmarked against the Health Care Equipment & Services industry group.

Financial Strength Metrics

Financial strength metrics for Intuitive Surgical (ISRG) and Insulet (PODD)
Metric	ISRG	PODD
Current Ratio (MRQ)	3.33	2.51
Debt / Equity (MRQ)	--	0.66
Net Debt / EBITDA	-0.90	0.65

Dividends

Dividend Yield (TTM)

Neither Intuitive Surgical (ISRG) nor Insulet (PODD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

ISRG

Health Care Equipment & Services industry group

0.00%

ISRG: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

PODD

Health Care Equipment & Services industry group

0.00%

PODD: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their dividend yield against the Health Care Equipment & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Intuitive Surgical (ISRG) nor Insulet (PODD) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

ISRG

Health Care Equipment & Services industry group

0.00%

ISRG: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

PODD

Health Care Equipment & Services industry group

0.00%

PODD: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their payout ratio against the Health Care Equipment & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Intuitive Surgical (ISRG) and Insulet (PODD)
Metric	ISRG	PODD
Dividend Yield (TTM)	0.00%	0.00%
Dividend Payout Ratio (TTM)	0.00%	0.00%

Valuation

P/E Ratio (TTM)

Insulet (PODD) at 23.94 is near its industry’s usual P/E ratio, while Intuitive Surgical (ISRG) at 54.75 sits in the richer quartile — ISRG needs stronger growth or earnings quality to justify the premium.

ISRG

Health Care Equipment & Services industry group

54.75

Max: 80.41
ISRG: 54.75
Q3: 47.62
Median: 29.93
Q1: 21.19
Min: 4.21

PODD

Health Care Equipment & Services industry group

23.94

Max: 80.41
Q3: 47.62
Median: 29.93
PODD: 23.94
Q1: 21.19
Min: 4.21

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their P/E ratio against the Health Care Equipment & Services industry group benchmark.

P/S Ratio (TTM)

Insulet (PODD) at 3.19 prices around its industry’s typical P/S ratio, while Intuitive Surgical (ISRG) at 13.82 clears its benchmark range — ISRG looks notably rich on sales.

ISRG

Health Care Equipment & Services industry group

13.82

ISRG: 13.82
Max: 8.80
Q3: 4.32
Median: 2.13
Q1: 1.10
Min: 0.03

PODD

Health Care Equipment & Services industry group

3.19

Max: 8.80
Q3: 4.32
PODD: 3.19
Median: 2.13
Q1: 1.10
Min: 0.03

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their P/S ratio against the Health Care Equipment & Services industry group benchmark.

P/B Ratio (MRQ)

Both Intuitive Surgical (ISRG) at 9.82 and Insulet (PODD) at 6.44 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

ISRG

Health Care Equipment & Services industry group

9.82

Max: 11.68
ISRG: 9.82
Q3: 6.12
Median: 3.00
Q1: 1.73
Min: -1.31

PODD

Health Care Equipment & Services industry group

6.44

Max: 11.68
PODD: 6.44
Q3: 6.12
Median: 3.00
Q1: 1.73
Min: -1.31

Intuitive Surgical (ISRG) vs. Insulet (PODD): A comparison of their P/B ratio against the Health Care Equipment & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Intuitive Surgical (ISRG) and Insulet (PODD)
Metric	ISRG	PODD
P/E Ratio (TTM)	54.75	23.94
P/S Ratio (TTM)	13.82	3.19
P/B Ratio (MRQ)	9.82	6.44
Free Cash Flow Yield (TTM)	2.15%	1.12%