SuperworthInsulet PODD
- Market cap
- $10.3B
- PE
- 27.9×
- 7y median 63.0×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 3.4×
- EV/EBIT
- 20.4×
- Revenue, 12 months
- $3.1B
- +29% on a year ago
- Net margin
- 12.3%
- Free cash flow yield
- 2.8%
Insulet trades at 27.9× trailing earnings, cheaper than 94% of the last ten years. Revenue was $3.1B over the last twelve months, up 29% on a year earlier with a 12% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $432.7M+27% | $509.8M+38% | $441.7M+23% | $488.5M+23% | $543.9M+26% | $597.5M+17% | $569M+29% | $649.1M+33% | $706.3M+30% | $783.8M+31% | $761.7M+34% | $801.7M+24% | |
| Cost of revenue | $139.4M−9% | $148.6M−3% | $134.9M+15% | $157.6M+20% | $166.8M+20% | $166.6M+12% | $159.9M+19% | $196.9M+25% | $196.2M+18% | $215.2M+29% | $232.7M+46% | $239.1M+21% |
| Gross profit | $293.3M+56% | $361.2M+66% | $306.8M+28% | $330.9M+25% | $377.1M+29% | $430.9M+19% | $409M+33% | $452.2M+37% | $510.1M+35% | $568.6M+32% | $529.1M+29% | $562.6M+24% |
| R&D | $57.8M+28% | $42M−15% | $50.2M+0% | $53.9M−2% | $54.9M−5% | $60.6M+44% | $59.6M+19% | $73.4M+36% | $77.2M+41% | $90.9M+50% | $89.7M+51% | $88.1M+20% |
| SG&A | $180.7M+29% | $212.8M+48% | $199.7M+23% | $222.5M+25% | $234.1M+30% | $260.9M+23% | $260.7M+31% | $257.7M+16% | $315.2M+35% | $331.4M+27% | $317.2M+22% | $344.8M+34% |
| $54.8M+1790% | $106.4M+353% | $56.9M+105% | $54.5M+75% | $88.1M+61% | $109.3M+3% | $88.8M+56% | $121.1M+122% | $117.7M+34% | $146.3M+34% | $122.1M+38% | $129.7M+7% | |
| Interest expense | $10.4M+13% | $6.7M−27% | $10.7M+14% | $11M+13% | $12.4M+19% | $8.6M+28% | $9.2M−14% | $19.6M+78% | $15.6M+26% | $14.9M+73% | $14.7M+60% | $13.5M−31% |
| Pre-tax income | $53.7M | $107.8M+383% | $54.9M+123% | $51.1M+79% | $82.9M+54% | $111.4M+3% | $48.2M−12% | $28.4M−44% | $122.8M+48% | $140.2M+26% | $113M+134% | $118.7M+318% |
| $1.8M | $4.5M−15% | $3.4M+325% | −$137.5M | $5.4M+200% | $10.7M+138% | $12.7M+274% | $5.9M | $35.2M+552% | $38.5M+260% | $21.9M+72% | $23.7M+302% | |
| Net income | $51.9M | $103.3M+508% | $51.5M+116% | $188.6M+591% | $77.5M+49% | $100.7M−3% | $35.4M−31% | $22.5M−88% | $87.6M+13% | $101.6M+1% | $91.1M+157% | $95M+322% |
| $0.74 | $1.23+413% | $0.73+115% | $2.59+564% | $1.08+46% | $1.36+11% | $0.50−32% | $0.32−88% | $1.24+15% | $1.44+6% | $1.30+160% | $1.37+328% | |
| 73.6M+6% | 84.1M+20% | 73.7M+5% | 73.8M+5% | 74M+0% | 74.1M−12% | 74.1M+1% | 70.7M−4% | 70.7M−4% | 70.7M−5% | 70.2M−5% | 69.4M−2% |
EPS, diluted: Q4 FY10: quarter's net income to common over its shares, to the cent, the shares from counts implied by EPS, near the year's EPS less the nine months'. 9 periods, Q2 FY11 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: 8 periods, Q4 FY11 to Q4 FY20: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 3 periods, Q4 FY18 to Q4 FY22: the earlier year to date counted no dilution: the quarter's basic count plus the later year to date's dilution. 4 periods, Q4 FY19 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Medical - Instruments & Supplies nearest Insulet's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| PODDInsulet | $10.3B | 27.9× | 63.0× | 3.4× | +29% | 12.3% | |
| GMEDGlobus Medical | $10.9B | 20.8× | 37.4× | 3.5× | +20% | 17.0% | |
| ALGNAlign Technology | $11B | 26.9× | 43.3× | 2.7× | +4% | 10.0% | |
| COOCooper Companies | $11.6B | 20.9× | 40.2× | 2.7× | +5% | 13.5% | |
| PENPenumbra | $12.8B | 79.7× | 197× | 8.5× | +18% | 10.7% | |
| SOLVSolventum | $14.5B | 10.4× | 10.7× | 1.7× | −1% | 17.3% | |
| MSAMSA Safety | $7B | 22.7× | 36.3× | 3.6× | +6% | 16.1% | |
| MMSIMerit Medical Systems | $5.6B | 38.6× | 57.5× | 3.5× | +10% | 9.2% | |
| HAEHaemonetics | $5.4B | 58.1× | 51.6× | 4.0× | +0% | 7.1% | |
| VNTVontier | $4.6B | 14.3× | 13.5× | 1.5× | +1% | 11.3% | |
| BMIBadger Meter | $4.4B | 35.3× | 47.6× | 5.0× | −2% | 14.3% | |
| Peer median | $9B | 24.8× | 41.8× | 3.5× | +5% | 12.4% |
Investors who own it
Investors we follow who held Insulet at the end of Jun 30, 2026, from their 13F filings.
- Baillie GiffordBaillie Gifford0.3% of portfolioadded
More on Insulet
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
Its groups
About
- Industry
- Medical - Instruments & Supplies
- Sector
- Healthcare
Valuation data, not investment advice. Prices as of .