The product · 2026Q2
Where we would look closer
Not a ranking of 1,500. These are the Health Care Equipment names we would actually size — or keep as the category bar. Click through for the why.
TNDM11
Tandem DiabetesYes — algorithm is the offer
R3 · W4 · P4 · $1.6BDXCM11
DexcomYes — next layer showed up on the call
R3 · W4 · P4 · $34.9BSYK11
StrykerYes — Mako is the needle
R3 · W4 · P4 · $126.4BRMD9
ResMedYes vs INSP — connected CAPA incumbent
R3 · W3 · P3 · $33.4BGMED9
Globus MedicalYes — mid-cap, buys enabling tech
R3 · W3 · P3 · $11.7B