Insulet Corp.
PODD · Price history
Price at last available close
$148.93
+$15.82 (+11.88%) 1M
2026-10-28
Tap or drag sideways to inspect a price. Use two fingers to compare automatically. Release to scroll. Use Shift + arrow keys to compare with a keyboard.
Company & revenue
About Insulet Corp.
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy.
How they make money
Insulet operates a recurring revenue business model primarily through the sale of its proprietary Omnipod insulin management systems. The company generates revenue from the sale of disposable Pods, which are replaced every three days, and the associated controllers or smartphone applications, supported by reimbursement contracts with healthcare systems and insurance providers.
Products & services
The Omnipod Insulin Management System is a tubeless, wearable insulin pump platform that provides automated insulin delivery for individuals with insulin-dependent diabetes.
Brands & revenue mix
The company's primary brand for its tubeless insulin pump technology.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Customer types
- People with insulin-dependent diabetesSource
Customer concentration
No quantified customer-concentration disclosure is available in the current saved research.
Suppliers, materials & equipment
- Contract Manufacturers — The company relies on third-party contract manufacturers for the production of its Pods and other components.Source
Competitors
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
58
Fair
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
83
Strong
Financial Strength
83
Business Quality / Moat
95
Management
100
Growth Quality
52
Risk / Durability
65
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
75
Fair
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
75/100
Building Historical Record
Model Score 75/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.
At today’s price, the WSS valuation framework currently reads as relatively attractive.
The model outlook is currently positive.
- •Balance-sheet / debt profile scores strongly
- •Valuation scores attractively
- •Insider activity signal is favorable
- •Recent buyback activity is present
- •Revenue fundamentals are weak
- •Asset quality is a weaker factor
Company-specific research
Questions worth answering for PODD
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can PODD maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is PODD's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Does PODD's balance between cash and debt leave enough flexibility if business conditions weaken?
- •Is PODD's valuation discount tied to a temporary concern or to a longer-term business risk?
Essential Investment Snapshot
Wall Street Score
58
Opportunity Score
75
Market Cap
$10.33B
P/E Ratio
25.0
EPS
$5.36
52-Week High
$354.88
52-Week Low
$126.40
Beta
1.10
Intrinsic Value
$206.36
Analyst Target
$179.50
Shares Outstanding
71.9M
Total Revenue
$3.05B
Total Debt
$948.4M
Dividend
No current dividend
Liquidation Value / Share
$19.78
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Building upward momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for PODD
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Community Sentiment
0 active · 0 total callsNo personal call yet on PODD.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Proprietary tubeless insulin delivery technology.
- +Recurring revenue business model.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Medical - Devices industry.
- −Dependence on third-party contract manufacturers.
- −Reimbursement and healthcare policy changes.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
3 historical score records availablePrevious Score
59
Oct 1, 2026
Change
-0.8
points
Current Score
58
Oct 15, 2026
Category Changes
PODD decreased 0.8 points because Valuation declined by 3.6 points.
Negative Contributors
- − Valuation declined by 3.6 points
Projected Score
Projected Score
61
Projected Change
+2.8 points
Preliminary comparable-period financial changes suggest improvement of approximately 2.8 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
UndervaluedCurrent Price
$148.93
Model Intrinsic Value
$206.36
Difference
−$57.43
-27.8% vs IV
Margin of Safety
27.8%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.05B | $2.71B | $2.07B | $1.70B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $883.1M | $768.2M | $625.9M | $537.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $2.17B | $1.94B | $1.45B | $1.16B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $345.9M | $301.1M | $219.6M | $205.0M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $1.31B | $1.17B | $917.2M | $734.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $1.65B | $1.47B | $1.14B | $939.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $657.4M | $509.6M | $423.7M | $323.6M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $515.8M | $473.8M | $308.9M | $220.0M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $63.4M | $79.7M | $42.7M | $36.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $494.7M | $339.5M | $300.2M | $214.6M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $119.3M | $92.4M | -$118.1M | $8.3M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $375.3M | $247.1M | $418.3M | $206.3M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $5.36 | $3.51 | $5.97 | $2.96 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 69.30M | 70.35M | 70.08M | 69.75M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 69.40M | 71.89M | 73.89M | 73.63M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$801.7M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$1.37
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-33.1%
Cash Change
-46.1%
Margin Change
+8.4 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Debt reduced
What Weakened
- Cash position declined
Potential Score Impact
Positive indicators included revenue growth, EPS growth, debt levels, net income margin. Pressure indicators included cash levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 23.5%. EPS increased 328.1%. Cash declined 46.1%. Total debt declined 33.1%. Net income margin improved by 8.4 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
30
Smart Money
30
Number of Gurus
2
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
3 historical recordsHistorical Score Chart
3 of 3 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
Medical - DevicesNews
Insulet (PODD) Reports Next Week: Wall Street Expects Earnings Growth
Daré Bioscience to Showcase Its Investigational Programmable Device, DARE-IDDS, at PODD 2026: One Device, Designed to Deliver 100+ Doses and to be Controlled Wirelessly
Insulet Corporation $PODD Shares Sold by Curated Wealth Partners LLC
Insulet Announces Omnipod Discover Now Available in U.S.
Rumor Mill · PODD
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
Related Stock Research
Continue researching this company with related Wall Street Score rankings and investing guides.
Score Alerts
Premium unlocks alerts when a score rises, falls, or reaches your target price.
Start 7-Day Free TrialPortfolio Score
Premium unlocks portfolio scoring, strongest and weakest holdings, and overall margin of safety.
Start 7-Day Free Trial