Compare Stocks › PODD vs QCOM
Insulet Corporation (PODD) vs QUALCOMM Incorporated (QCOM)
PODD
Insulet Corporation
$228.63
VS
QCOM
QUALCOMM Incorporated
$131.28
Rewards
PODD
- ★Gross margin of 71.6% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Trailing P/E of 65.7x is 95% below the historical average of 1346.7x — potentially undervalued relative to its own history.
- ★Altman Z-Score of 9.10 indicates very low bankruptcy risk — the company is firmly in the safe zone.
QCOM
- ★QUALCOMM Incorporated has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★QUALCOMM Incorporated scores 73/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
- ★Free cash flow has grown at a 23.3% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
PODD
- ⚠FCF yield of 2.2% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠PEG ratio of 16.85 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
QCOM
- ⚠FCF yield of 7.4% suggests reasonable valuation assuming continued moderate growth.
- ⚠Trailing P/E of 26.5x is 28% above the historical average of 20.7x — the stock trades at a premium to its own history.
- ⚠18 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.
Key Valuation Metrics
Learn more →PODD
QCOM
Valuation
$349.90M
Free Cash Flow
$10.42B
2.17%
FCF Yield
7.43%
65.70
Trailing P/E
26.47
28.27
Forward P/E
11.77
Quality & Moat
15.86%
ROIC
25.70%
16.31%
ROE
24.02%
71.63%
Gross Margin
55.10%
16.85
PEG Ratio
N/A
Balance Sheet Safety
0.66
Debt / Equity
0.64
N/A
Interest Coverage
N/A
0.51
Net Debt / EBITDA
0.22
N/A
Dividend Yield
2.71%
PODD: 1Ties: 2QCOM: 7
PODDQCOM
Historical Fundamentals
Learn more →PODD
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
QCOM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →PODD
$-0.52
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$871.7M
Δ Market Cap
$-455.5M
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
QCOM
$5.06
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$11.96B
Δ Market Cap
+$60.46B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →PODD
0.5% Overvalued
Price is 0.5% above estimated fair value
Current Price: $228.63
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $227.58
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
QCOM
71.3% Overvalued
Price is 71.3% above estimated fair value
Current Price: $131.28
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $76.62
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →PODD
What growth rate is the market pricing in at $229?
+24.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +19.3%
The market implies +24.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +19.3%, reflecting heavy growth investment expected to generate future returns.
QCOM
What growth rate is the market pricing in at $131?
+11.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +2.6%
The market implies +11.2% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +2.6%, reflecting heavy growth investment.
Economic Moat Score
Learn more →PODD
55/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
QCOM
73/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by reinvestment efficiency. Revenue Predictability is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →PODD
-2.51
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
QCOM
-3.16
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →PODD
Insiders 0.3%Institutions 103.0%
No. of Institutional Holders1,220
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
QCOM
Insiders 0.1%Institutions 81.6%Retail & Other 18.2%
No. of Institutional Holders3,852
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →PODD
1
Buys (3M)
2
Buys (12M)
Total value (12M): $799,731
MINOGUE MICHAEL R
Director
$499,847
@ $246.23 · 2026-02-25
STONESIFER TIMOTHY C
Director
$299,884
@ $311.73 · 2025-12-05
CHADWICK ANA MARIA
Chief Financial Officer
$20,600
@ $206.00 · 2024-08-29
Open market purchases · includes direct & indirect ownership · excludes option exercises
QCOM
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →PODD
0
Sells (3M)
12
Sells (12M)
Total value (12M): $8.95M
FREDERICK WAYNE A.I.
Director
$542,510
@ $293.09 · 2025-12-15
SINGH PREM
Officer
$238,726
@ $347.49 · 2025-09-08
COUSIN LAETITIA
Officer
$278,002
@ $348.81 · 2025-09-08
BENJAMIN ERIC
Officer
$1.42M
@ $332.23 · 2025-08-21
SINGH PREM
Officer
$429,760
@ $320.00 · 2025-08-07
MANEA DANIEL
Officer
$390,065
@ $300.05 · 2025-06-13
SINGH PREM
Officer
$698,216
@ $300.05 · 2025-06-13
BORIO LUCIANA
Director
$147,056
@ $305.73 · 2025-06-09
KAPPLES JOHN W.
General Counsel
$1.68M
@ $318.47 · 2025-05-14
BENJAMIN ERIC
Officer
$960,320
@ $320.00 · 2025-05-13
HOPFIELD JESSICA
Director
$1.66M
@ $317.54 · 2025-05-13
FREDERICK WAYNE A.I.
Director
$501,875
@ $275.00 · 2025-03-25
BENJAMIN ERIC
Officer
$3.47M
@ $280.00 · 2025-01-21
BENJAMIN ERIC
Officer
$1.17M
@ $267.60 · 2024-12-16
BUDDEN LAUREN
Officer
$252,192
@ $275.62 · 2024-12-10
BORIO LUCIANA
Director
$139,598
@ $274.80 · 2024-11-12
HOPFIELD JESSICA
Director
$1.72M
@ $225.26 · 2024-09-11
SCANNELL TIMOTHY J.
Director
$1.13M
@ $225.84 · 2024-09-10
BUDDEN LAUREN
Officer
$333,443
@ $221.41 · 2024-09-09
FIELD MARK N
Chief Technology Officer
$305,463
@ $220.87 · 2024-09-09
SINGH PREM
Officer
$368,940
@ $202.27 · 2024-08-30
FIELD MARK N
Chief Technology Officer
$281,561
@ $203.00 · 2024-08-28
FIELD MARK N
Chief Technology Officer
$299,940
@ $199.96 · 2024-06-14
FIELD MARK N
Chief Technology Officer
$405,806
@ $190.43 · 2024-06-10
SCANNELL TIMOTHY J.
Director
$1.33M
@ $190.51 · 2024-06-10
BORIO LUCIANA
Director
$65,729
@ $182.58 · 2024-06-04
SCANNELL TIMOTHY J.
Director
$596,970
@ $180.90 · 2024-05-28
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
QCOM
3
Sells (3M)
18
Sells (12M)
Total value (12M): $12.83M
PALKHIWALA AKASH J
Chief Operating Officer
$330,815
@ $132.33 · 2026-03-12
PALKHIWALA AKASH J
Chief Operating Officer
$458,799
@ $137.65 · 2026-02-06
PALKHIWALA AKASH J
Chief Operating Officer
$577,620
@ $173.30 · 2026-01-02
PALKHIWALA AKASH J
Chief Operating Officer
$2.20M
@ $175.29 · 2025-12-19
ROGERS ALEXANDER H
Officer
$2.83M
@ $178.01 · 2025-12-16
CHAPLIN ANN C
General Counsel
$1.28M
@ $178.03 · 2025-12-16
PALKHIWALA AKASH J
Chief Operating Officer
$567,702
@ $170.33 · 2025-11-07
PALKHIWALA AKASH J
Chief Operating Officer
$1.38M
@ $166.06 · 2025-10-20
PALKHIWALA AKASH J
Chief Operating Officer
$522,808
@ $156.86 · 2025-09-02
MARTIN NEIL A
Officer
$122,463
@ $154.82 · 2025-08-21
PALKHIWALA AKASH J
Chief Operating Officer
$493,610
@ $148.10 · 2025-08-04
PALKHIWALA AKASH J
Chief Operating Officer
$537,560
@ $161.28 · 2025-07-02
PALKHIWALA AKASH J
Chief Operating Officer
$486,965
@ $146.10 · 2025-06-02
MARTIN NEIL A
Officer
$120,808
@ $153.70 · 2025-05-21
PALKHIWALA AKASH J
Chief Operating Officer
$465,846
@ $139.77 · 2025-05-05
PALKHIWALA AKASH J
Chief Operating Officer
$91,442
@ $141.11 · 2025-04-09
PALKHIWALA AKASH J
Chief Operating Officer
$119,900
@ $132.63 · 2025-04-08
PALKHIWALA AKASH J
Chief Operating Officer
$235,262
@ $132.10 · 2025-04-04
PALKHIWALA AKASH J
Chief Operating Officer
$523,292
@ $156.82 · 2025-03-03
MARTIN NEIL A
Officer
$130,074
@ $174.83 · 2025-02-21
PALKHIWALA AKASH J
Chief Operating Officer
$509,397
@ $169.80 · 2025-02-12
ROGERS ALEXANDER H
Officer
$3.28M
@ $169.83 · 2025-02-10
PALKHIWALA AKASH J
Chief Operating Officer
$463,851
@ $154.62 · 2025-01-02
CHAPLIN ANN C
General Counsel
$409,056
@ $158.12 · 2024-12-16
ROGERS ALEXANDER H
Officer
$1.67M
@ $160.59 · 2024-12-10
CHAPLIN ANN C
General Counsel
$1.24M
@ $160.59 · 2024-12-10
PALKHIWALA AKASH J
Chief Operating Officer
$484,617
@ $161.54 · 2024-12-05
MARTIN NEIL A
Officer
$202,120
@ $155.00 · 2024-11-21
PALKHIWALA AKASH J
Chief Operating Officer
$491,349
@ $163.78 · 2024-11-14
THOMPSON JAMES H.
Chief Technology Officer
$1.38M
@ $172.09 · 2024-11-08
CHAPLIN ANN C
General Counsel
$313,779
@ $165.06 · 2024-11-04
ROGERS ALEXANDER H
Officer
$539,157
@ $166.15 · 2024-10-02
THOMPSON JAMES H.
Chief Technology Officer
$1.36M
@ $169.80 · 2024-10-01
PALKHIWALA AKASH J
Chief Operating Officer
$497,848
@ $165.95 · 2024-10-01
MARTIN NEIL A
Officer
$126,224
@ $163.08 · 2024-09-05
THOMPSON JAMES H.
Chief Technology Officer
$1.37M
@ $171.72 · 2024-09-03
PALKHIWALA AKASH J
Chief Operating Officer
$497,980
@ $165.99 · 2024-09-03
PALKHIWALA AKASH J
Chief Operating Officer
$488,662
@ $162.89 · 2024-08-08
THOMPSON JAMES H.
Chief Technology Officer
$1.28M
@ $160.50 · 2024-08-02
PALKHIWALA AKASH J
Chief Operating Officer
$616,815
@ $205.60 · 2024-07-05
THOMPSON JAMES H.
Chief Technology Officer
$1.60M
@ $199.47 · 2024-07-01
THOMPSON JAMES H.
Chief Technology Officer
$1.68M
@ $209.61 · 2024-06-03
PALKHIWALA AKASH J
Chief Operating Officer
$617,299
@ $205.77 · 2024-06-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →PODD
😨Fear(28/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
QCOM
😨Fear(30/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →PODD
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (28)
QCOM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (30)