Insulet Corporation (PODD) AI Stock Analysis

Insulet Corporation specializes in the development, manufacturing, and distribution of insulin delivery systems for individuals with insulin-dependent diabetes. Established in 2000 and based in Acton, Massachusetts, the company is known for its flagship Omnipod System. Omnipod features a self-adhesive, tubeless insulin delivery device worn directly on the body for up to three days, integrating wirelessly with a handheld personal diabetes manager. Insulet distributes its products through independent distributors, pharmacy channels, and direct sales across the United States, Canada, Europe, the Middle East, and Australia.

From FY2021 to FY2025, Insulet expanded annual revenue from $1.10B to $2.71B, achieving a 5-year revenue CAGR of 24.5%. Gross margin increased from 68.4% in FY2021 to 71.6% in FY2025, while operating margin widened from 11.5% to 17.5%. Annual net income rose from $16.8M in FY2021 to $247.1M in FY2025, alongside diluted EPS of $4.98. Over the trailing twelve months, revenue reached $3.05B with an operating margin of 16.2% and EPS of $5.34. For the latest quarter ending June 30, 2026, quarterly revenue grew 23.5% year-over-year, while quarterly earnings grew 328.6% year-over-year.

As of June 30, 2026, Insulet held $534.9M in cash and short-term investments against total debt of $948.4M, resulting in net debt of $413.5M. The company reported shareholders' equity of $1.42B and total assets of $3.17B, with a debt-to-equity ratio of 0.67 and a current ratio of 2.48. In FY2025, operating cash flow reached $569.3M, funding capital expenditures of $191.6M and share buybacks of $59.6M. The 5-year change in share count was -0.6%.

Insulet trades at a forward P/E of 54.9x and an EV/EBITDA of 54.6x, compared to the median of its S&P 500 Healthcare peers at 16.5x and 15.0x, respectively. The stock's trailing P/E of 26.4x and price-to-sales of 3.2x compare to peer medians of 28.9x and 3.4x. As of October 16, 2026, PODD closed at $141.10, representing a 1-year return of -55.4% and a 5-year return of -53.0%. Over the same periods, the SPY benchmark returned 16.8% and 83.0%.

Wall Street coverage consists of 11 Strong Buy, 4 Buy, 11 Hold, 0 Sell, and 0 Strong Sell ratings. The mean price target of $167.17 implies upside of 18.5% over the last close of $141.10. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $6.51 and revenue of $3.29B. Insulet beat EPS estimates in each of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Insulet Corporation (PODD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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