Insulet (PODD) stock
Health Care · Health Care Equipment
Insulet (PODD) is a Health Care Equipment company in the Health Care sector, headquartered in Acton, Massachusetts. As of October 23, 2026, PODD closed at $149.01, a market capitalization of $10.33 billion, the 492nd largest company in the S&P 500. Over the last twelve months it generated $3.05 billion in revenue (+24% year over year) and $265.60 million in free cash flow. The stock trades at 27.9x trailing earnings and 19.3x forward earnings.
- 1-year total return: -53.9% (dividends reinvested)
- 5-year return: -13.3% a year
- 52-week range: $126.40 – $354.88
- Gross margin 71.1%, operating margin 16.2%
- FI Handbook report card: B- across 10 metrics
- 59th largest of 60 Health Care stocks in the S&P 500
PODD price chart
1Y price change: -53.9% (price only; total returns below include dividends)
| Total return | 1M | YTD | 1Y | 3Y | 5Y | 10Y | MAX |
|---|---|---|---|---|---|---|---|
| PODD | +9.2% | -47.6% | -53.9% | +0.5% | -13.3% | +14.0% | +12.2% |
Dividends reinvested. 3Y and longer are annualized; MAX is annualized since 2007.
PODD key statistics
- Market cap
- $10.3B
- #492 in S&P 500
- P/E (TTM)
- 27.9x
- Forward P/E
- 19.3x
- EPS (TTM)
- $5.34
- Revenue (TTM)
- $3.1B
- +24%
- Free cash flow
- $265.6M
- Gross margin
- 71.1%
- Operating margin
- 16.2%
- Return on equity
- 26.0%
- Dividend yield
- None
- 52-week range
- $126.40 – $354.88
- Beta
- 1.10
- Price / sales
- 3.4x
- EV / EBITDA
- 17.5x
- Debt / equity
- 0.67x
- Employees
- 5,400
PODD report card
B-Ten fundamentals graded A to F against fixed thresholds. Not a buy or sell rating.
- Revenue growth23.5%A
- Gross margin71.1%A
- Operating margin16.2%C
- FCF margin8.7%C
- Return on equity26.0%A
- Net debt / EBITDA0.7xB
- Forward P/E19.3xB
- PEG ratio1.2xB
- Shareholder yield0.6%D
- Share count change / yr1.7%D
Insulet financials
Revenue went from $367.0M in fiscal 2016 to $2.7B in fiscal 2025, growing 24.9% a year.
| Fiscal year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $367.0M | $463.8M | $563.8M | $738.2M | $904.4M | $1.0B | $1.1B | $1.7B | $2.1B | $2.7B |
| Gross profit | $211.1M | $277.2M | $370.2M | $480.3M | $582.3M | $752.1M | $805.6M | $1.2B | $1.4B | $1.9B |
| Operating income | -$10.7M | -$7.4M | $27.4M | $50.0M | $51.5M | $126.0M | $37.6M | $220.1M | $308.9M | $473.8M |
| Net income | -$28.9M | -$26.8M | $3.3M | $11.6M | $6.8M | $16.8M | $4.6M | $206.3M | $418.3M | $247.1M |
| EPS (diluted) | $-0.48 | $-0.46 | $0.05 | $0.19 | $0.10 | $0.24 | $0.07 | $2.94 | $5.78 | $3.48 |
| Free cash flow | -$6.2M | -$32.5M | -$121.5M | -$65.3M | -$45.0M | -$180.0M | -$3.9M | $70.1M | $305.3M | $377.7M |
| Buybacks | — | — | — | — | — | — | — | $0 | $0 | $59.6M |
| Diluted shares | 57.3M | 58.0M | 61.0M | 62.3M | 65.9M | 68.6M | 69.9M | 73.6M | 73.9M | 71.9M |
Source: SEC filings (10-K XBRL). EPS and share counts are split-adjusted.
What's priced into PODD?
A reverse DCF asks what growth the current price requires. With an enterprise value of $10.7B and $265.6M of trailing free cash flow, Insulet needs to grow free cash flow about 28.8% a year for ten years (fading to 3.0% terminal growth) to earn a 10% annual return.
P/E ratio history
Current 42.8x vs. median 1129.3x (10th–90th percentile 47.7x–3278.8x).
A model, not a forecast or advice. Small changes in assumptions move the answer a lot.
PODD analyst price targets
23 analysts' average 12-month target is $167.17 (+12% vs. $149.01). Targets range from $143.00 to $215.00. 58% rate it a buy.
PODD earnings
Next report: November 4, 2026. Insulet has beaten EPS estimates 8 quarters in a row. Last quarter's revenue was $801.7M (+24% year over year).
| Report date | EPS estimate | EPS actual | Surprise |
|---|---|---|---|
| Aug 5, 2026 | $1.45 | $1.66 | +14.3% |
| May 6, 2026 | $1.19 | $1.42 | +19.3% |
| Feb 18, 2026 | $1.46 | $1.55 | +6.0% |
| Nov 6, 2025 | $1.15 | $1.24 | +8.1% |
| Aug 7, 2025 | $0.92 | $1.17 | +26.8% |
| May 8, 2025 | $0.79 | $1.02 | +29.7% |
| Feb 20, 2025 | $1.02 | $1.15 | +12.6% |
| Nov 7, 2024 | $0.76 | $0.90 | +18.3% |
Stocks like PODD
| Name | Today | 1Y | Mkt cap | P/E | |
|---|---|---|---|---|---|
 ABT Abbott Laboratories | +1.16% | -16% | $179.4B | 38.6x | Compare |
 ISRG Intuitive Surgical | +1.90% | -18% | $159.8B | 54.7x | Compare |
 MDT Medtronic plc. | -1.22% | +5% | $122.0B | 23.4x | Compare |
 SYK Stryker | +0.02% | -19% | $117.8B | 31.8x | Compare |
 BSX Boston Scientific | -0.70% | -55% | $66.2B | 18.5x | Compare |
 BDX Becton, Dickinson and | -0.75% | +39% | $54.2B | 46.3x | Compare |
 EW Edwards Lifesciences Corporatio | -1.13% | +16% | $51.3B | 53.0x | Compare |
 IDXX IDEXX Laboratories | -1.13% | -12% | $44.1B | 39.4x | Compare |
PODD news
- Insulet Announces Omnipod Discover Now Available in U.S. · Oct 12, 2026
- Insulet (PODD) Stock May Trade At A Discount To Fair Value · Sep 26, 2026
- Insulet (PODD) Reworked Its Debt, Is The Stock Still Cheap? · Sep 25, 2026
- Insulet Targets Type 2 Retention as Omnipod 6 and Global Growth Gain Momentum · Sep 25, 2026
- How Is Insulet's Stock Performance Compared to Other Medical Devices Stocks? · Sep 24, 2026
PODD stock FAQ
What is PODD's market cap?
Insulet's market capitalization is $10.33 billion as of October 23, 2026, ranking 492nd in the S&P 500.
What is PODD's P/E ratio?
PODD trades at a trailing price-to-earnings ratio of 27.9x and a forward P/E of 19.3x. Its median P/E over the period we track is 1129.3x.
Does PODD pay a dividend?
No. Insulet does not currently pay a regular cash dividend.
How much has PODD stock returned?
Including reinvested dividends, PODD returned -53.9% over one year, -13.3% a year over five years, +14.0% a year over ten years through October 23, 2026.
Is PODD stock overvalued?
At today's price, a reverse discounted cash flow model (10% discount rate, 3% terminal growth) implies Insulet must grow free cash flow about 29% a year for the next decade. Whether that is achievable decides if the stock is cheap or expensive. This is a model, not advice.
What is the PODD price target?
23 analysts cover PODD with an average 12-month price target of $167.17, +12% from the current price. 58% of them rate it a buy.
When does PODD report earnings?
Insulet is expected to report earnings on November 4, 2026. It has beaten EPS estimates 8 quarters in a row.
How many employees does Insulet have?
Insulet has about 5,400 full-time employees, or $565,444 of revenue per employee.
Sources: SEC EDGAR filings, Yahoo Finance market data (delayed), FI Handbook calculations. Last close October 23, 2026. Methodology