Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
PODD 
Insulet Corporation (PODD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2025: PODD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $360.17
1 Year Target Price $360.17
| 14 | Strong Buy |
| 6 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 26.55% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.68B USD | Price to earnings Ratio 97.94 | 1Y Target Price 360.17 |
Price to earnings Ratio 97.94 | 1Y Target Price 360.17 | ||
Volume (30-day avg) 23 | Beta 1.37 | 52 Weeks Range 225.37 - 353.50 | Updated Date 09/17/2025 |
52 Weeks Range 225.37 - 353.50 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.29 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 10.01% | Operating Margin (TTM) 18.66% |
Management Effectiveness
Return on Assets (TTM) 7.75% | Return on Equity (TTM) 19.18% |
Valuation
Trailing PE 97.94 | Forward PE 57.8 | Enterprise Value 23657672649 | Price to Sales(TTM) 9.61 |
Enterprise Value 23657672649 | Price to Sales(TTM) 9.61 | ||
Enterprise Value to Revenue 10.03 | Enterprise Value to EBITDA 58.08 | Shares Outstanding 70392535 | Shares Floating 70083512 |
Shares Outstanding 70392535 | Shares Floating 70083512 | ||
Percent Insiders 0.27 | Percent Institutions 101.8 |
Upturn AI SWOT
Insulet Corporation
Company Overview
History and Background
Insulet Corporation was founded in 2000. It is a medical device company focused on innovative automated insulin delivery systems to simplify diabetes management.
Core Business Areas
- Automated Insulin Delivery Systems: Insulet's primary focus is the design, development, manufacture, and commercialization of the Omnipod Insulin Management System, a tubeless insulin pump. They offer various generations including DASH and Omnipod 5.
Leadership and Structure
The CEO of Insulet Corporation is James C. Collins. The company has a typical corporate structure with executive leadership overseeing various functional departments (e.g., R&D, Sales, Marketing, Operations).
Top Products and Market Share
Key Offerings
- Omnipod Insulin Management System: The Omnipod is a tubeless, wearable insulin pump. It delivers insulin continuously for up to three days. Market share estimates put Insulet around 70% of the patch pump market. Competitors include Medtronic, Tandem Diabetes Care, and traditional syringe/vial insulin delivery methods.
- Omnipod DASH: An earlier generation of the Omnipod system, featuring a personal diabetes manager (PDM). The Omnipod DASH is still in use but is being phased out in favor of the newer Omnipod 5. The competitive landscape is the same as the Omnipod Insulin Management System.
- Omnipod 5: The Omnipod 5 is a closed-loop automated insulin delivery (AID) system, integrating with continuous glucose monitors (CGMs) to automatically adjust insulin delivery. Market share is growing rapidly within the tubeless pump market. Competitors include Medtronic MiniMed 780G and Tandem Diabetes Care Control-IQ systems.
Market Dynamics
Industry Overview
The insulin delivery market is growing due to increasing prevalence of diabetes and advancements in technology like continuous glucose monitoring (CGM) and automated insulin delivery (AID) systems.
Positioning
Insulet is positioned as a leader in the tubeless insulin pump market. Its Omnipod system offers a unique alternative to traditional pumps. Their advantage lies in the tubeless design and improving automation of their closed loop platform
Total Addressable Market (TAM)
The total addressable market for insulin delivery systems is estimated to be in the billions of dollars. Insulet is well-positioned to capture a significant portion of this market with its innovative products and strong brand recognition.
Upturn SWOT Analysis
Strengths
- Tubeless insulin pump design
- Innovation in automated insulin delivery (Omnipod 5)
- Strong brand reputation and customer loyalty
- Expanding global presence
Weaknesses
- Sole product focus makes revenue sensitive to a single point of failure
- Reliance on third-party manufacturing
- Potential reimbursement challenges
Opportunities
- Further expansion into international markets
- Development of new diabetes management technologies
- Partnerships with CGM manufacturers
- Expansion of Omnipod 5 with improved features and AI
Threats
- Competition from established players like Medtronic and Tandem
- Technological advancements by competitors
- Changes in healthcare regulations and reimbursement policies
- Supply chain disruptions
- Cybersecurity threats impacting device security and data privacy
Competitors and Market Share
Key Competitors
- MDT
- TNDM
- BMY
Competitive Landscape
Insulet's key advantage is its tubeless Omnipod system. It faces strong competition from Medtronic and Tandem, who offer traditional tubed pumps and AID systems. Insulet is pushing to gain share by innovating in the patch pump market, whereas its competitors focus on traditional pumps
Growth Trajectory and Initiatives
Historical Growth: Insulet has experienced substantial revenue growth in recent years, driven by increasing adoption of the Omnipod system, particularly the Omnipod 5.
Future Projections: Analysts predict continued strong revenue growth for Insulet, driven by expanding market share and adoption of the Omnipod 5. International expansion will further boost growth.
Recent Initiatives: Recent initiatives include the launch of the Omnipod 5, expanding manufacturing capacity, and strategic partnerships with CGM companies.
Summary
Insulet Corporation demonstrates strong financial health with a history of revenue growth and improving profitability. Its innovative Omnipod system, particularly the Omnipod 5, drives market share gains. Key challenges include competition, dependence on third-party manufacturing, and potential reimbursement changes. The company appears well-positioned for continued growth in the diabetes management market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Insulet Corporation's SEC filings
- Market research reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may not be precise. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Insulet Corporation
Exchange NASDAQ | Headquaters Acton, MA, United States | ||
IPO Launch date 2007-05-15 | CEO, President & Director Ms. Ashley A. McEvoy | ||
Sector Healthcare | Industry Medical Devices | Full time employees 3900 | Website https://www.insulet.com |
Full time employees 3900 | Website https://www.insulet.com | ||
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; and 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. 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. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.