Insulet PODD
United StatesHealthcare · Medical DevicesUSD
170.96 USD (+27.2%)
23 analysts
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Insulet Corporation is a medical device company that designs, manufactures, and markets tubeless insulin infusion systems (Omnipod) for the treatment of diabetes, with a recurring revenue model from consumables.
Key points
from its scores- ✓Strong growth9.3
- ✓High-quality business7.7
- ✓Very solid balance sheet7.6
- ✕Poor share-price trend0.3
- ✕Little or no dividend1.5
AI analysis
bottom line, main risk, context and newsFundamentals are excellent and growth is real, but negative momentum and average valuation suggest waiting for a better entry point before adding to the position.
Insulet combines exceptional growth (revenue +23.5%, earnings +328.6%) with solid profitability (ROE 26.0%, gross margin 71.1%) and a healthy balance sheet (ND/EBITDA 0.67), although its valuation is not particularly cheap (P/E 25.2, EV/EBITDA 15.8) and momentum is very negative (-58% over 12 months), suggesting the market has already priced in part of the expectations.
The main risk is growing competition in the insulin pump market (Medtronic, Tandem) and potential regulatory pressure on medical device pricing in the US, which could compress the 71% gross margin.
Context and risks
Insulet has no material exposure to current macro factors: its diabetes medical device business does not depend on commodities, shipping routes, or interest rates in a significant way (Net Debt/EBITDA of 0.67, healthy balance sheet). The rise in long-term US rates could slightly affect its valuation of long-dated cash flows, but its forward P/E of 17.38 does not reflect extreme duration that would justify a material adjustment.
Is Insulet stock cheap or expensive?
at the analysis dateOn P/E and EV / EBITDA, it trades in line with the Healthcare median (within 15%).
| Multiple | Company | Sector | Difference |
|---|---|---|---|
| P/E | 25.2 | 26.7 | −6% |
| EV / EBITDA | 15.8 | 14.5 | +9% |
| Price / book | 6.6 | 4.1 | +59% |
| Price / sales | 3.1 | 3.4 | −11% |
Sector: median of the 217 Healthcare companies analysed. In bold, the multiples used for the comparison.
Valuation score: 5.2 out of 10 (median for Healthcare: 4.7).
Average analyst target: 170.96 USD, +27.2% versus the price.
Classic formulas with standard assumptions (10.0% growth, 8-9% discount rate). Indicative only: they change a lot with the assumptions and are not a recommendation.
Work out its fair value yourself →How much would you have made investing every month? →
Comparing it with its sector does not say whether it is a good buy: this is not investment advice.
Score by category
0 to 10 · hover overtap each one to see what it measuresKey metrics
at the analysis date · compared with the Healthcare medianValuation
- P/E
- 25.2
- Forward P/E
- 17.4
- EV / EBITDA
- 15.8
- Price / book
- 6.6
- Price / sales
- 3.1
- PEG
- 1.06
- Market cap
- 9.3B USD
- Enterprise value
- 9.7B USD
Profitability
- ROE
- 26.0%
- ROA
- 9.7%
- ROIC (approx.)
- 20.8%
- Gross margin
- 71.1%
- Operating margin
- 16.2%
- Net margin
- 12.3%
- Free cash flow
- 236.9M USD
- FCF yield
- 2.5%
- Cash conversion
- 39%
Solvency
- Total debt
- 948.4M USD
- Net debt
- 413.5M USD
- Cash
- 534.9M USD
- EBITDA
- 614.9M USD
- Net debt / EBITDA
- 0.67
- Debt / equity
- 66.69
- Current ratio
- 2.48
- Quick ratio
- 1.51
Growth
- Revenue growth
- +23.5%
- Earnings growth
- +328.6%
- EPS (TTM)
- 5.34 USD
- EPS (forward)
- 7.73 USD
Dividend
- Dividend yield
- 0.0%
- Payout
- 0.0%
Risk and market
- Beta
- 1.10
- Analyst consensus
- Buy (23)
- Target price
- 170.96 USD
- 52-week range
- 126.40 – 354.88
Recent news
All PODD news →Compare it with its sector
All 217 in Healthcare →Frequently asked questions about Insulet
Is Insulet stock cheap or expensive?
On P/E and EV / EBITDA, it trades in line with the Healthcare median (within 15%). Valuation score: 5.2 out of 10 (median for Healthcare: 4.7). Average analyst target: 170.96 USD, +27.2% versus the price. This is not investment advice.
What score does Insulet get on MeridIAn Screener?
It scores 6.1 out of 10, rank 926 of 2,130 (better than 55% of the companies analysed). Its strongest category is Growth (9.3) and its weakest, Momentum (0.3). Analysis of 08/10/2026.
What is Insulet's P/E ratio?
Its P/E is 25.2: the share price equals 25.2 times earnings per share over the last 12 months. The Healthcare median is 26.7. Based on the earnings analysts expect, the forward P/E is 17.4.
How much is Insulet worth on the stock market?
Its market capitalisation is 9.3B USD and its enterprise value, debt included, is 9.7B USD.
How much debt does Insulet have?
Its net debt (debt minus cash) is 413.5M USD. That is 0.67 times its EBITDA; the Healthcare median is 1.53.
Does Insulet pay a dividend?
It pays no dividend, or almost none.
How has Insulet stock performed over the last year?
It has fallen 57.3% over the last year, excluding dividends. Over the last 52 weeks it has traded between 126.40 and 354.88 USD. Past performance does not guarantee future results.
What do analysts think of Insulet?
23 analysts cover it; their average recommendation is “Buy” and their average target is 170.96 USD (+27.2% versus the price). It is an estimate, not market data.