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Upturn AI SWOT - About
PODD 
Insulet Corporation (PODD)
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Upturn Advisory Summary
08/14/2025: PODD (2-star) is currently NOT-A-BUY. Pass it for now.
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 $351.91
1 Year Target Price $351.91
| 14 | Strong Buy |
| 6 | Buy |
| 2 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 26.17% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.61B USD | Price to earnings Ratio 97.95 | 1Y Target Price 351.91 |
Price to earnings Ratio 97.95 | 1Y Target Price 351.91 | ||
Volume (30-day avg) 23 | Beta 1.35 | 52 Weeks Range 180.31 - 329.33 | Updated Date 08/15/2025 |
52 Weeks Range 180.31 - 329.33 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.28 |
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 2025-08-07 | When - | Estimate 0.917 | Actual 1.17 |
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 97.95 | Forward PE 72.46 | Enterprise Value 22506754702 | Price to Sales(TTM) 9.58 |
Enterprise Value 22506754702 | Price to Sales(TTM) 9.58 | ||
Enterprise Value to Revenue 9.54 | Enterprise Value to EBITDA 55.26 | Shares Outstanding 70392496 | Shares Floating 70096886 |
Shares Outstanding 70392496 | Shares Floating 70096886 | ||
Percent Insiders 0.28 | Percent Institutions 101.8 |
Upturn AI SWOT
Insulet Corporation
Company Overview
History and Background
Insulet Corporation was founded in 2000 and is headquartered in Acton, Massachusetts. It is primarily focused on the development, manufacturing, and commercialization of innovative medical devices used in insulin delivery for people with diabetes. The company's key innovation is the Omnipod Insulin Management System.
Core Business Areas
- Omnipod: Insulet's primary business segment, focused on the Omnipod Insulin Management System, a tubeless, wearable insulin delivery device.
- Future Products: Development and commercialization of new and improved versions of Omnipod, and exploring new technologies in drug delivery.
Leadership and Structure
The CEO is James Hollingsworth. The company has a structured organizational hierarchy with departments for research and development, manufacturing, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Omnipod DASH: The Omnipod DASH Insulin Management System is a tubeless, wearable insulin delivery device that simplifies insulin delivery for people with diabetes. This product is being phased out to be replaced by the Omnipod 5. Key competitors include Medtronic (MDT) and Tandem Diabetes Care (TNDM). Market share data is combined below with Omnipod 5.
- Omnipod 5: The Omnipod 5 is an advanced version of the Omnipod, featuring automated insulin delivery through integration with continuous glucose monitoring (CGM). Competitors include Medtronic (MDT) and Tandem Diabetes Care (TNDM). The Omnipod holds approximately 25% of the global insulin pump market share, inclusive of older generation pods.
Market Dynamics
Industry Overview
The insulin delivery market is experiencing growth due to the increasing prevalence of diabetes, technological advancements, and a shift towards user-friendly devices. It is highly competitive with a few dominant players.
Positioning
Insulet is positioned as an innovator in the insulin delivery market with its tubeless Omnipod system, differentiating itself from traditional insulin pumps that use tubing. Their competitive advantage includes ease of use and discreetness.
Total Addressable Market (TAM)
The global insulin pump market is estimated to be around $6-$8 billion. Insulet is positioned to capture a significant portion of this TAM through continuous innovation and market expansion.
Upturn SWOT Analysis
Strengths
- Innovative product (tubeless insulin pump)
- Strong brand reputation
- High customer satisfaction
- Expanding global presence
- Automated insulin delivery technology
Weaknesses
- Reliance on a single product line
- Manufacturing capacity constraints
- High operating expenses
- Dependence on third-party CGM integration
Opportunities
- Expanding into new geographic markets
- Developing next-generation insulin delivery systems
- Strategic partnerships with CGM companies
- Expanding into new diabetes management solutions
Threats
- Increasing competition from established players
- Technological advancements by competitors
- Regulatory changes
- Economic downturns impacting healthcare spending
Competitors and Market Share
Key Competitors
- Medtronic (MDT)
- Tandem Diabetes Care (TNDM)
Competitive Landscape
Insulet's advantage is its tubeless Omnipod system, offering greater convenience and discretion compared to traditional pumps. However, Medtronic has a larger overall market share, and Tandem focuses on advanced automation, increasing pressure.
Growth Trajectory and Initiatives
Historical Growth: Insulet has experienced substantial revenue growth over the past decade, driven by increased adoption of the Omnipod system. It went from 400 million to 1.7 billion in revenue in the last 7 years.
Future Projections: Analysts project continued revenue growth for Insulet, driven by international expansion and the launch of new products. Profitability is expected to improve as the company achieves greater economies of scale.
Recent Initiatives: Recent initiatives include the launch of the Omnipod 5, expansion into new geographic markets, and strategic partnerships with CGM companies.
Summary
Insulet shows strong revenue growth due to its innovative Omnipod system, but needs to manage operating expenses and competition. Its tubeless technology provides a competitive edge. Market expansion and partnerships are key opportunities. Continued innovation and strategic execution will be crucial for sustaining growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Insulet Corporation Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary depending on the source. Financial data is based on publicly available information and may be subject to change.
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.
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