PODD
Insulet Corporation
Health Care · Health Care Equipment · US
$148.78
Close 2026-05-15
✓ ETHICAL PASS

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$10.3B
Trailing P/E
34.76
Forward P/E
18.45
Rev Growth
+33.9%
Profit Margin
10.4%
ROE
23.0%
Analyst Target
$250.12
Recommendation
BUY
About Insulet Corporation

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; 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; and the Omnipod Insulin Management System. 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.

Opportunity Summary
Trading at $149 against a fair value of $242, a 39% discount. Moderate competitive position. Passes all ethical screens. Ranks better than 90% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.30%)PASS
Cash Ratio (0.00%)PASS
Receivables Ratio (0.38%)PASS
Revenue Ratio (0.01%)PASS
OverallPASS
Score Ethical: 75.9
Score Valuation: 73.0
Score Quality: 77.0
Score Combined: 63.2
Fair Value Est: $241.94 · Margin of Safety: +38.5% · Tier: OPPORTUNITY

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation82.3
Quality83.2
Cash Flow30.0
Moat50.0
Balance Sheet74.8
Debt Purity9.8
Liquid Purity100.0
Rev Purity74.4
Compliance55.3
Tier: GOLD · Score: 71.7 · Rank: #243
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-08-061.45Pending--
2026-05-061.191.42+19.3%
2026-02-181.461.55+6.0%
2025-11-061.151.24+8.1%
2025-08-070.921.17+26.8%
2025-05-080.791.02+29.7%
2025-02-201.021.15+12.6%
2024-11-070.760.90+18.3%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$761.7M$91.1M$153.9M$529.1M$122.2M1.30
2025-12-31$783.8M$101.6M$179.5M$568.6M$146.3M1.44
2025-09-30$706.3M$87.6M$160.4M$510.1M$117.7M1.24
2025-06-30$649.1M$22.5M$70.3M$452.2M$121.1M0.32
2025-03-31$569.0M$35.4M$79.1M$409.0M$88.7M0.50
2024-09-30
Insider Transactions
DateNameRoleSharesValue
2026-05-20HOPFIELD JESSICADirector1,660--
2026-05-20HUFFINES ROBERT LUTHERDirector1,660--
2026-05-20FREDERICK WAYNE A.I.Director1,660--
2026-05-20MINOGUE MICHAEL RDirector1,660--
2026-04-01PANOS MICHAELOfficer2,777--
2026-03-31HUFFINES ROBERT LUTHERDirector111$23.3K
2026-02-25MINOGUE MICHAEL RDirector2,030$499.8K
2026-02-24KAPPLES JOHN W.General Counsel1,885--
2026-02-24BENJAMIN ERICChief Operating Officer3,822--
2026-02-24MCEVOY ASHLEYChief Executive Officer10,046--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.6.4M$987.4M0.1%
Vanguard Capital Management LLC4.6M$709.2M0.1%
FMR, LLC4.0M$615.6M0.1%
Vanguard Portfolio Management LLC3.4M$534.3M0.0%
State Street Corporation3.0M$471.2M0.0%
BAILLIE GIFFORD & CO2.0M$314.3M0.0%
Geode Capital Management, LLC2.0M$313.7M0.0%
T. Rowe Price Investment Management, Inc.1.8M$281.2M0.0%
Capital Research Global Investors1.7M$258.6M0.0%
AQR Capital Management, LLC1.6M$247.6M0.0%
Analyst Recommendations
3 Months Ago
5
15
3
24 analysts
2 Months Ago
5
17
24 analysts
Last Month
6
18
26 analysts
Current
4
17
3
25 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$11.3B
Price/Book
7.19
Beta
1.197
Analysts
24
Total Revenue (TTM)
$2.9B
Total Debt
$1.0B
Earnings Growth
+159.0%
Rec. Mean
1.52
Short Ratio
2.82
Short % Float
0.0%
Employees
5,400

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 63.2 (P98 — top 2.0% of scored tickers). Moderate Moat. Ethical PASS. 24 analysts at Buy.
Price: $148.78 | Target: $246.79 (+66%) | Fair Value: $241.94 (+63%)
Score
63
Moat
MODERATE
Conviction
Standard
Upside
+66%
The Fundamentals
Revenue Growth+33.9%
Profit Margin10.4%
ROE23.0%
Forward P/E18.4
Market Cap$10.3B
Earnings Track Record
DateEstimateReportedSurprise
2026-08-06$1.45Pending
2026-05-06$1.19$1.42+19.3%
2026-02-18$1.46$1.55+6.0%
2025-11-06$1.15$1.24+8.1%
2025-08-07$0.92$1.17+26.8%
2025-05-08$0.79$1.02+29.7%
Position Sizing Scenarios
Stop: $126.47 (-15%) | Entry: $148.78
SharesCostProfit to TargetR:R
To Consensus ($246.79, 24 analysts)
10$1,487.85+$980.10 (66%)4.4R
50$7,439.25+$4,900.50 (66%)4.4R
100$14,878.50+$9,801.00 (66%)4.4R
To Fair Value ($241.94)
10$1,487.85+$931.60 (63%)4.2R
50$7,439.25+$4,658.00 (63%)4.2R
100$14,878.50+$9,316.00 (63%)4.2R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Insulet Corporation passes all ethical screens, holds a moderate competitive moat, is growing revenue at +33.9%, and trades at a 38.5% discount to fair value.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

D
Quant Score
28.1
Risk Grade
LOW_RISK
Layers
8
Quality: HMM_CRISIS,CONSISTENT_BEATER
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.5%
worst expected daily loss, 19 in 20 days
CVaR 95%
-5.8%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.26
above 1.0 is good
Max Drawdown
-58.2%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
LOWER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
87.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
TickerCorrelation
2269.T-0.247
2223.SR-0.188
HEKTAR.KL-0.151
GFH.KW-0.148
0688.HK-0.144
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Monday
Worst Day
Wednesday
Best Month
Aug
Worst Month
Apr
Fri-Mon Effect
-0.07257878461450659
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+3.3%
Beat Drift Positive %
50.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-18.9%
3M Return
-37.3%
6M Return
-50.9%
12M Return
-52.1%
Momentum Rank
#4375
Momentum Signal
STRONG_DOWN

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