Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PODD
HOLDInsulet Corporation · Healthcare · United States · $11.3B · Avg Vol: $238M/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% | 2.9B | 3.3B | 3.9B | 20.4% |
| EPS | 0.25 | 0.07 | 2.96 | 5.97 | 3.51 | 93.6% | 4.37 | 4.57 | 5.69 | 27.3% |
| Shares | — | 69.5M | 69.9M | 70.2M | 70.4M | +1.3% | 69.3M | — | — | — |
| Debt | — | 1.4B | 1.4B | 1.4B | 949.2M | -12.2% | 1.0B | — | — | — |
| Equity | — | 476.4M | 732.7M | 1.2B | 1.5B | 47.1% | — | — | — | — |
| Op CF | — | 119.0M | 145.7M | 430.2M | 569.3M | 68.5% | 619.3M | — | — | — |
| 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) | $11.3B | 47 | HOLD |
| PEN | Penumbra, Inc. | $12.5B | 53 | HOLD |
| GKOS | Glaukos Corporation | $9.0B | 35 | HOLD |
| BRKR | Bruker Corporation | $9.2B | 59 | HOLD |
| BIO | Bio-Rad Laboratories, Inc. | $8.4B | 63 | HOLD |
| GEHC | GE HealthCare Technologies Inc. | $27.6B | 58 | HOLD |
| IRTC | iRhythm Holdings, Inc. | $3.6B | 31 | SELL |
| ESTA | Establishment Labs Holdings Inc. | $2.7B | 36 | HOLD |
| TMDX | TransMedics Group, Inc. | $2.5B | 34 | SELL |
| NEOG | Neogen Corporation | $2.0B | 37 | HOLD |
Peer medians: ROE -25.6% · P/E 27.6x · Gross margin 50.5%