PODD official logo PODD
PODD 1-star rating from Upturn Advisory
Insulet Corporation (PODD) company logo

Insulet Corporation (PODD)

Insulet Corporation (PODD) 1-star rating from Upturn Advisory
$332.67
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Upturn Advisory Summary

11/13/2025: PODD (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Upturn 1 star rating for performance

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

4 star rating from financial analysts

23 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $373.58

1 Year Target Price $373.58

Analysts Price Target For last 52 week
$373.58 Target price
52w Low $230.05
Current$332.67
52w High $353.5

Analysis of Past Performance

Type Stock
Historic Profit 21.99%
Avg. Invested days 53
Today’s Advisory PASS
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/13/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 23.40B USD
Price to earnings Ratio 96.71
1Y Target Price 373.58
Price to earnings Ratio 96.71
1Y Target Price 373.58
Volume (30-day avg) 23
Beta 1.38
52 Weeks Range 230.05 - 353.50
Updated Date 11/13/2025
52 Weeks Range 230.05 - 353.50
Updated Date 11/13/2025
Dividends yield (FY) -
Basic EPS (TTM) 3.44

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 2025-11-06
When Before Market
Estimate 1.14
Actual 1.24

Profitability

Profit Margin 9.76%
Operating Margin (TTM) 16.66%

Management Effectiveness

Return on Assets (TTM) 8.74%
Return on Equity (TTM) 19.68%

Valuation

Trailing PE 96.71
Forward PE 56.18
Enterprise Value 23953652591
Price to Sales(TTM) 9.28
Enterprise Value 23953652591
Price to Sales(TTM) 9.28
Enterprise Value to Revenue 9.5
Enterprise Value to EBITDA 53.08
Shares Outstanding 70346898
Shares Floating 70036668
Shares Outstanding 70346898
Shares Floating 70036668
Percent Insiders 0.28
Percent Institutions 102.37

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Insulet Corporation

Insulet Corporation(PODD) company logo displayed in Upturn AI summary

Company Overview

Company history and background logo History and Background

Insulet Corporation was founded in 2000 and is headquartered in Acton, Massachusetts. The company focuses on developing and commercializing innovative technologies for the management of diabetes. A significant milestone was the introduction of the Omnipod Insulin Management System, a tubeless insulin pump, which revolutionized insulin delivery.

Company business area logo Core Business Areas

  • Insulin Delivery Systems: Designs, develops, and commercializes the Omnipod Insulin Management System, a disposable, tubeless insulin pump. Also includes the Omnipod DASH and Omnipod 5 systems.

leadership logo Leadership and Structure

Jim Hollingsworth serves as the Interim Chief Executive Officer. The organizational structure includes departments such as Research and Development, Operations, Sales and Marketing, and Finance.

Top Products and Market Share

Product Key Offerings logo Key Offerings

  • Omnipod Insulin Management System: A tubeless insulin pump system that delivers continuous insulin without the need for injections. Key competitor is Medtronic (MDT), Tandem Diabetes Care (TNDM) and others. Market share data is provided in the 'Competitors' section.
  • Omnipod DASH: A next-generation personal diabetes manager (PDM) that integrates with the Omnipod System, enabling wireless monitoring and control. Key competitor is Medtronic (MDT), Tandem Diabetes Care (TNDM) and others. Market share data is provided in the 'Competitors' section.
  • Omnipod 5: An advanced closed-loop automated insulin delivery system. Key competitor is Medtronic (MDT), Tandem Diabetes Care (TNDM) and others. Market share data is provided in the 'Competitors' section.

Market Dynamics

industry overview logo Industry Overview

The diabetes management industry is experiencing growth driven by the increasing prevalence of diabetes and advancements in insulin delivery technology. The market is competitive, with companies focusing on innovation and patient-centric solutions.

Positioning

Insulet is positioned as an innovator in the insulin delivery market with its tubeless pump technology. Its competitive advantage lies in the convenience and ease of use of its Omnipod system.

Total Addressable Market (TAM)

The global diabetes care devices market is projected to reach hundreds of billions of dollars. Insulet is positioned well to capture a significant share of this market through its innovative products.

Upturn SWOT Analysis

Strengths

  • Innovative tubeless pump technology
  • Strong brand recognition
  • Growing user base
  • Automated insulin delivery advancements with Omnipod 5
  • Disposable product leads to recurring revenue

Weaknesses

  • Reliance on a single product platform (Omnipod)
  • Higher cost compared to traditional insulin delivery methods
  • Competition from established players with broader product portfolios

Opportunities

  • Expanding into new geographic markets
  • Developing partnerships with healthcare providers
  • Integrating with continuous glucose monitoring (CGM) systems
  • Further automation and AI in insulin delivery

Threats

  • Increasing competition from other pump manufacturers
  • Regulatory changes affecting medical devices
  • Reimbursement pressures from insurance companies
  • Technological disruption from new diabetes management solutions

Competitors and Market Share

Key competitor logo Key Competitors

  • MDT
  • TNDM
  • BMRA

Competitive Landscape

Insulet differentiates itself with its tubeless pump design, while competitors offer traditional pumps with varying features. Insulet's innovative product offering and focus on user experience provide a competitive edge.

Growth Trajectory and Initiatives

Historical Growth: Insulet has experienced significant revenue growth driven by increasing adoption of the Omnipod system.

Future Projections: Analysts project continued revenue growth for Insulet, fueled by international expansion and new product introductions.

Recent Initiatives: Recent initiatives include the launch of the Omnipod 5, expansions in manufacturing capacity, and strategic partnerships with technology companies.

Summary

Insulet is a strong company with a leading position in the tubeless insulin pump market. The Omnipod system's innovative design and user-friendly interface drive revenue growth. The company must address competition and reimbursement challenges to maintain its growth trajectory. Expanding internationally and developing new products will be important for long-term success.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Industry Reports
  • Analyst Estimates

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Market share data is approximate and based on available information.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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
Full time employees 3900

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.