Diabetes management is evolving rapidly as the industry innovates to treat the more than 40 million Americans with type 1 or type 2 diabetes.
Deciding between two leaders in monitoring and treatment, DexCom (NASDAQ:DXCM) and Insulet (NASDAQ:PODD), requires a close look at their growth and valuation
DexCom focuses on continuous glucose monitoring, while Insulet specializes in wearable insulin pumps. Both companies are leaders in their respective niches, but they address different aspects of the same chronic condition. This comparison evaluates their financials and market positions to determine which stock offers a more compelling opportunity today.
The case for DexCom DexCom focuses on continuous glucose monitoring (CGM) systems that allow people with diabetes to track glucose levels in real time without frequent fingersticks. The company operates within the broader healthcare sector and sells its products in approximately 52 countries. Certain distribution agreements accounted for 10% or more of total revenue in 2025, and such customer concentration adds a layer of risk to the business.