Stock AnalizInsulet Corp. PODD
Medical/Dental Instruments · IPO 2007 · data as of November 13, 2026
Insulet Corp. (PODD) is a healthcare company listed in the US with a market value of about $10.6B. In the twelve months to September 30, 2026 it had revenue of $3.2B and net income of $429M, a net margin of 13.4%.
Its overall Stock Analiz score is 2.8 out of 5 (average). The strongest part is track record (4/5); the weakest is value (2/5).
Key numbers: a P/E of 24.9, a price to free cash flow of 40.7, 5-year revenue growth of 25% a year, a 5-year average ROIC of 8%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 47% below the current price.
Score: 2.8 / 5
Checks passed
- P/E below 25
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year EPS growth above 10% a year
- 5-year revenue growth above 8% a year
- Profitable 5 years in a row
Checks not passed
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- 5-year average ROIC above 12%
- More cash than debt, or low debt to equity
- Debt below 3 years of free cash flow
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.2B | $2.7B | $2.1B | $1.7B | $1.3B | $1.1B | $904M | $738M | $564M | $464M | $367M |
| Net income | $429M | $247M | $418M | $206M | $5M | $17M | $7M | $12M | $3M | -$27M | -$29M |
| Free cash flow | $260M | $378M | $305M | $70M | -$4M | -$180M | -$45M | -$65M | -$122M | -$32M | -$6M |
| EPS (diluted) | $6.13 | $3.48 | $5.78 | $2.94 | $0.07 | $0.24 | $0.10 | $0.19 | $0.05 | $-0.46 | $-0.48 |
| Net margin | 13.4% | 9.1% | 20.2% | 12.2% | 0.4% | 1.5% | 0.8% | 1.6% | 0.6% | -5.8% | -7.9% |
| ROIC | — | 13.7% | 9.3% | 9.7% | 1.6% | 5.6% | 2.1% | 4.1% | 2.2% | -0.8% | -2.1% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 23 analysts is $178.57, 17% above the current price; targets range from $160.00 to $200.00; the consensus rating is “Buy”; expected EPS is $6.77 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Insulet’s P/E ratio?
About 24.9, based on the last twelve months of diluted earnings per share (forward P/E about 20.7).
Is Insulet stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 47% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Insulet pay a dividend?
Not currently.
Is Insulet a good stock to buy?
We do not give buy or sell advice. Insulet scores 2.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.