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Stocks/Health Care/Health Care Equipment

InsuletPODD

Health Care Equipment · Acton, Massachusetts · In the S&P 500
Solid business
$149.68−1.85%After hours: $149.68 (0.00%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 52.7% over 1 year
Insulet over 1 yearDaily close, $, to 30 Oct 2026
$200$300Nov2026MarMayJulSep$149.68$200$300NovMarJul$149.68
Source: Nasdaq daily closes
Market value$10.38B
Price to earnings28.0x
Forward P/E21.7x
Dividend yield–
Year to date−47.3%
One year−52.7%
Next earningsWed 4 Nov, before the open
SectorHealth Care
52-week range (closes)
$130.47$346.36

Quality and valuation

How Insulet compares with other health care stocks. A description, not a recommendation.

Insulet and 7 health care equipment peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: in line with its sector

An average business among health care companies, priced about in line with them.

Insulet trades at 21.7 times the next 12 months of expected earnings, against a median of 19.1x for the 65 health care stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +29.4% vs +7.8%
  • Keeps more of each sale (gross margin): 71.1% vs 65.3%
  • More profitable (operating margin): 16.9% vs 13.3%
  • Turns less of its sales into cash: 9.6% vs 15.9%
PODD trades at 21.7x forward earnings, above the sector medianForward p/e, Health Care Equipment peers
BSX13.8xBDX15.0xMDT16.1xSYK18.4xABT18.6xPODD21.7xEW29.3xISRG37.5xSector median 19.1xBSX13.8xBDX15.0xMDT16.1xSYK18.4xABT18.6xPODD21.7xEW29.3xISRG37.5xSector median 19.1x
Source: CNBC quotes; Mostly Markets
At 28.1x earnings, PODD is cheaper than its average since Aug 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
50x75x100xAverage 55.3x2025202628.1x50x100xAverage 55.3x2025202628.1x
Source: Nasdaq prices; SEC filings

Financials

From Insulet's SEC filings, through the quarter ending 30 Jun 2026. Hover or tap a bar for its value.

Revenue grew 23.5% from a year earlierQuarterly revenue, $m, latest Q2 ’26
$0m$250m$500m$750mQ3 ’24Q1 ’25Q3 ’25$802mQ2 ’26$0m$500mQ3 ’24Q1 ’25Q3 ’25$802mQ2 ’26
Source: SEC filings
Growth slowed to +23.5% last quarterRevenue growth, year on year, %
0%10%20%30%Q3 ’24Q1 ’25Q3 ’2523.5%Q2 ’260%20%Q3 ’24Q1 ’25Q3 ’2523.5%Q2 ’26
Source: SEC filings
Operating margin was 16.2% last quarterOperating income as a share of revenue, %
0%5%10%15%Q3 ’24Q1 ’25Q3 ’2516.2%Q2 ’260%10%Q3 ’24Q1 ’25Q3 ’2516.2%Q2 ’26
Source: SEC filings
Free cash flow was $294 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $m
$0m$50m$100m$150mQ3 ’24Q1 ’25Q3 ’25$56mQ2 ’26$0m$100mQ3 ’24Q1 ’25Q3 ’25$56mQ2 ’26
Source: SEC filings
Last 12 monthsPODDSector median
Revenue growth+29.4%+7.8%
Gross margin71.1%65.3%
Operating margin16.9%13.3%
Free cash flow margin9.6%15.9%
Price to earnings28.0x30.2x

Stories on Insulet

Thursday, 22 October
Chart

Three of the S&P 500's Five Best Stocks This Year Make AI Hardware

Sandisk, Dell and Micron are up 200% to 431% in 2026, behind only Moderna, while AppLovin has lost 60.8%, the worst in the index.

SNDK▼ 8.5%
Screens of market charts

Similar companies

Health Care Equipment, by market value.

CompanyPriceTodayYTDValue
ABTAbbott Laboratories$106.20+1.56%−15.2%$184B
ISRGIntuitive Surgical$432.01−3.73%−23.7%$150B
MDTMedtronic$96.54−0.59%+0.5%$123B
SYKStryker$291.86−6.38%−17.0%$112B
BSXBoston Scientific$41.98−1.66%−56.0%$60.84B
BDXBecton Dickinson$197.88−0.23%+27.4%$53.90B
EWEdwards Lifesciences$92.01−2.57%+7.9%$53.03B
IDXXIdexx Laboratories$551.21−4.30%−18.5%$43.42B