Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PODD
HoldFallen FavouriteInsulet Corporation · Healthcare · United States · $10.1B · Avg Vol: $248M/d
COMPANY DESCRIPTION
Insulet Corporation develops, manufactures, and markets the Omnipod Insulin Management System, a proprietary tubeless insulin pump technology for people with diabetes. Its differentiated tubeless patch pump offers significant convenience and ease of use, fostering strong user loyalty and a recurring revenue model from consumable pods. Insulet is a pioneer and market leader in tubeless insulin pump technology, expanding market penetration and integrated glucose management solutions.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 1.3B | 1.7B | 2.1B | 2.7B | 27.5% | 3.1B | 3.3B | 3.7B | 17.6% |
| EPS | 0.25 | 0.07 | 2.96 | 5.97 | 3.51 | 93.6% | 5.33 | 4.59 | 5.45 | 24.6% |
| Shares | — | 69.5M | 69.9M | 70.2M | 70.4M | +1.3% | 69.4M | — | — | — |
| Debt | — | 1.4B | 1.4B | 1.4B | 949.2M | -12.2% | 948.4M | — | — | — |
| Equity | — | 476.4M | 732.7M | 1.2B | 1.5B | 47.1% | — | — | — | — |
| Op CF | — | 119.0M | 145.7M | 430.2M | 569.3M | 68.5% | 511.2M | — | — | — |
| Inv CF | — | -191.1M | -119.4M | -146.2M | -222.7M | — | — | — | — | — |
| Fin CF | — | -40.3M | -13.6M | -28.0M | -595.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of PODD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PODD | Insulet Corporation(you) | $10.1B | 48 | Hold |
| GKOS | Glaukos Corporation | $10.6B | 46 | Hold |
| BRKR | Bruker Corporation | $8.7B | 47 | Hold |
| PEN | Penumbra, Inc. | $12.7B | 51 | Hold |
| BIO | Bio-Rad Laboratories, Inc. | $10.4B | 70 | Buy |
| NEOG | Neogen Corporation | $2.5B | 46 | Hold |
| IRTC | iRhythm Holdings, Inc. | $4.0B | 34 | Sell |
| AXGN | Axogen, Inc. | $2.8B | 57 | Hold |
| BFLY | Butterfly Network, Inc. | $2.2B | 41 | Hold |
| ITGR | Integer Holdings Corporation | $4.3B | 68 | Buy |
Peer medians: ROE -30.8% · P/E 26.9x · Gross margin 58.1%