Which is better, PODD or SMMT?

On the Buffett-Fit framework, Insulet Corporation (PODD) currently grades higher than SMMT — 52/100 (C grade) vs 12/100 (F). That said, "better" depends on which framework you trust — PODD wins on Warren Buffett, Benjamin Graham, Philip Fisher, Joel Greenblatt, Charlie Munger, and Terry Smith; SMMT wins on Peter Lynch. The full pillar breakdown is on this page.

Should I buy PODD or SMMT?

This page is an educational comparison, not investment advice. Both PODD and SMMT are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is PODD better than SMMT for value investing?

On the Buffett-style value-investing framework, PODD currently grades higher — 52/100 vs 12/100, a 40-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between PODD and SMMT on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). PODD currently scores 52/100 (C grade); SMMT scores 12/100 (F grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, PODD or SMMT?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. PODD and SMMT are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, PODD or SMMT?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are PODD and SMMT both Healthcare stocks?

Yes — both Insulet Corporation (PODD) and Summit Therapeutics Inc. (SMMT) operate in the Healthcare sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this PODD vs SMMT comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Insulet

Summit Therapeutics

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

PODD

Insulet

Market cap

$10.31B

Sector

Healthcare

SMMT

Summit Therapeutics

Market cap

$13.08B

Sector

Healthcare

Overall winner

Insulet PODD

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	PODD	SMMT	Winner
Warren Buffett	52C	12F	PODD
Benjamin Graham	77B	40D	PODD
Philip Fisher	69B	38D	PODD
Peter Lynch	54C	64C	SMMT
Joel Greenblatt	42D	0F	PODD
Charlie Munger	55C	15F	PODD
Terry Smith	56C	15F	PODD

Side-by-side metrics

Metric	PODD	SMMT
Market cap	$10.31B	$13.08B
P/E (TTM)	34.4x	-
EV/EBIT	22.7x	-
ROIC (TTM)	16.39%	-2.48%
Gross margin	71.01%	0.0%
Net margin	10.44%	0.0%
Revenue CAGR 5y	25.3%	-
EPS CAGR 5y	93.57%	39.68%
Debt / Equity	0.7x	0.0x
Dividend yield	0.0%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

PODD leads on

ROIC (TTM)16.39%vs -2.48%+107%
Gross margin71.01%vs 0.0%+100%
Net margin10.44%vs 0.0%+100%
EPS CAGR 5y93.57%vs 39.68%+58%

SMMT leads on

EV/EBIT-vs 22.7x+152%
P/E (TTM)-vs 34.4x+136%
Debt / Equity0.0xvs 0.7x+95%
Market cap$13.08Bvs $10.31B+21%

More like PODD

PODD vs IDXX PODD vs 7741.T PODD vs GMAB PODD vs SUNPHARMA.NS PODD vs LMAT PODD vs HALO

More like SMMT

SMMT vs IDXX SMMT vs 7741.T SMMT vs GMAB SMMT vs SUNPHARMA.NS SMMT vs LMAT SMMT vs HALO

Read the full Buffett-Brain analysis for PODD Read the full Buffett-Brain analysis for SMMT

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.

Stock comparison

Insulet

Summit Therapeutics

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

PODD

Insulet

Market cap

$10.31B

Sector

Healthcare

SMMT

Summit Therapeutics

Market cap

$13.08B

Sector

Healthcare

Overall winner

Insulet PODD

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	PODD	SMMT	Winner
Warren Buffett	52C	12F	PODD
Benjamin Graham	77B	40D	PODD
Philip Fisher	69B	38D	PODD
Peter Lynch	54C	64C	SMMT
Joel Greenblatt	42D	0F	PODD
Charlie Munger	55C	15F	PODD
Terry Smith	56C	15F	PODD

Side-by-side metrics

Metric	PODD	SMMT
Market cap	$10.31B	$13.08B
P/E (TTM)	34.4x	-
EV/EBIT	22.7x	-
ROIC (TTM)	16.39%	-2.48%
Gross margin	71.01%	0.0%
Net margin	10.44%	0.0%
Revenue CAGR 5y	25.3%	-
EPS CAGR 5y	93.57%	39.68%
Debt / Equity	0.7x	0.0x
Dividend yield	0.0%	0.0%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

PODD leads on

ROIC (TTM)16.39%vs -2.48%+107%
Gross margin71.01%vs 0.0%+100%
Net margin10.44%vs 0.0%+100%
EPS CAGR 5y93.57%vs 39.68%+58%

SMMT leads on

EV/EBIT-vs 22.7x+152%
P/E (TTM)-vs 34.4x+136%
Debt / Equity0.0xvs 0.7x+95%
Market cap$13.08Bvs $10.31B+21%

More like PODD

PODD vs IDXX PODD vs 7741.T PODD vs GMAB PODD vs SUNPHARMA.NS PODD vs LMAT PODD vs HALO

More like SMMT

SMMT vs IDXX SMMT vs 7741.T SMMT vs GMAB SMMT vs SUNPHARMA.NS SMMT vs LMAT SMMT vs HALO

Read the full Buffett-Brain analysis for PODD Read the full Buffett-Brain analysis for SMMT

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Key terms in this analysis

ROIC Free Cash Flow (FCF)Economic Moat P/E Ratio Margin of Safety Quality Score

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.