Reading the tape
NASDAQ: PODD
Insulet Corporation
Healthcare · Medical - Devices
Market Cap
$11.87B
52w High
$354.88
52w Low
$158.35
P/E
48.80
Volume
1.28M
Outstanding Shares
69.26M
Price vs Fundamentals
Why The Stock Is Moving
Likely multiple compressionModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: -33.77%Revenue (TTM): 30.73%FCF (TTM): 29.62%P/FCF: 0th pct
What changed
The stock fell 33.77% over the last year. Revenue grew 30.73% over the trailing twelve months. Operating margin moved from 14.91% to 17.5%. Free cash flow grew 29.62% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 0th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 17.5%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes.
CEOAshley A. McEvoy
SectorHealthcare
IndustryMedical - Devices
Employees5,400
IPO dateMay 15, 2007
Valuation
Forward P/E—
EV/EBITDA34.64
Enterprise value$20.33B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth31.18%
Gross margin71.63%▲2.65%vs FY2024
Operating margin17.5%▲17.33%vs FY2024
ROE16.31%▼52.76%vs FY2024
Analyst consensus
RatingBuy
Target price$339.00▲97.79%
35
Buy
12
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 6, 2026
Q2 FY26 · EPS est $1.19 · Revenue est $729.89M
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