Is PODD a good stock to buy?
Insulet Corp. · end-of-day data as of Nov 13, 2026
- PT$182.26 +19.5%
- ConsensusBuy · 26
- P/E vs own-44.7%
- P/E vs sector-22.9%
- Insiders$162K
- MAs3 of 4
- Sector▲ +15.9%
- Earnings in96d
- P/E24.8x
- RSI56
- Support-2.3%
- Resistance+3.8%
- Off 52w high-57.0%
- Volume0.9x
- Bollingerupper half
- News0.00
- FCF yield+2.5%
- Trendsideways
- 52w range$126–$355
- ATR+4.1%
- Off ATH-57.0%
- MACD-0.50
Updates with the 15-min delayed price. Not a forecast or investment advice.
Is Insulet a good stock to buy?
Insulet is strong on 4 of the 5 questions about the business. The price is low: 24.8 times its earnings, below its 3-year median of 48.0 (Nov 13, 2026). pretickt does not say whether to buy or sell.
- Demand growing
- Advantage hard to copy
- Economics profitable
- Execution delivers
- Fragility sturdy
- Price below its usual
PODD sales growth revenue growth
+28%a year, for the last 3 yearsInsulet's sales grew 28% a year for 3 years, to $2.71B in fiscal 2025.
PODD analysts' forecast revenue estimates
+22%the sales they expect next fiscal year, on the lastAnalysts expect Insulet's sales to grow 22% to $3.31B in fiscal 2026 (19 analysts).
PODD competitors
pretickt analysis+26%its sales in 12 months, on a year before
Insulet's sales grew 26% in the 12 months to Sep 30, 2026, faster than Dexcom (+13%), Zimmer Biomet (+7%), Align Technology (+4%) and GE HealthCare (+2%).
PODD sales by business revenue by segment
99%of its sales from International OmnipodInternational Omnipod brought Insulet 99% of its sales in fiscal 2025; Drug Delivery 1%.
PODD return on capital ROIC
pretickt analysis30%earned before tax on the money invested in itInsulet earned 30% before tax on the capital invested in it in the 12 months to Sep 30, 2026; Dexcom 41%, Align Technology 19%, GE HealthCare 14% and Zimmer Biomet 7%.
PODD margin on each sale gross margin
72%left after making the productInsulet kept 72% of each sale after making the product in the 12 months to Sep 30, 2026; its competitors' median is 65%.
PODD margin after costs profit margin
18%of sales left after running the businessInsulet's operating margin was 18% in the 12 months to Sep 30, 2026, against 3% in fiscal 2022.
PODD cash generated free cash flow
$260Mcash left after investing, last 12 monthsInsulet generated $260M of free cash flow in the 12 months to Sep 30, 2026, less than its reported profit.
PODD earnings vs estimates
8 of 8quarters above the analysts' estimateInsulet beat the analysts' profit estimate in each of its last 8 quarters, the latest on Nov 4, 2026.
PODD insider buying
+$1.79Mbought, net, by its executives in 12 monthsInsulet's executives and directors bought a net $1.79M of shares in the 12 months to Nov 13, 2026 ($2.39M bought, $602K sold).
PODD number of employees
+38%more people in a yearInsulet had 5,400 employees at the end of fiscal 2025, 38% more than a year before.
PODD CEO pay
$18.86Mfor fiscal 2025, 85% of it in stock and optionsInsulet paid its CEO $18.86M for fiscal 2025, 85% of it in stock and options.
PODD financial health Altman Z-score
5.6Altman Z-score, safe above 3Insulet's Altman Z-score is 5.6 (Nov 13, 2026), above 3, where the safe zone starts.
PODD quality checks Piotroski score
8 of 9checks passedInsulet passes 8 of the 9 Piotroski checks in the 12 months to Sep 30, 2026; it misses on the current ratio.
PODD biggest customers
78%of sales from its 3 biggest customersThree customers, unnamed in Insulet's 10-K, made 78% of its sales in fiscal 2025.
PODD in past recessions
pretickt analysis+23%its sales in the worst oneInsulet's sales grew through each of the last 2 US recessions (2008–09 and 2020).
PODD price vs profit P/E ratio
24.8×a year's earningsInsulet's P/E ratio is 24.8 (Nov 13, 2026), below its 3-year median of 48.0.
PODD price vs competitors
pretickt analysis24.8×a year's earnings, against its competitorsInvestors pay 24.8 times Insulet's earnings (Nov 13, 2026), more than for Align Technology (24.5) and GE HealthCare (21.7), less than for Dexcom (32.7) and Zimmer Biomet (26.1).
PODD analysts' target price target
+20%to their average targetAnalysts' average price target for Insulet is $182, 20% above the Nov 13, 2026 close of $152.48.
PODD growth priced in fair value
pretickt analysis+16%a year, for ten years, to be worth the priceAt $152.48 a share, Insulet's free cash flow must grow about 16% a year for ten years to be worth the price (Nov 13, 2026).
What is Insulet's P/E ratio?
Insulet's P/E ratio is 24.8 (Nov 13, 2026), below its 3-year median of 48.0. Investors pay 24.8 times Insulet's earnings (Nov 13, 2026), more than for Align Technology (24.5) and GE HealthCare (21.7), less than for Dexcom (32.7) and Zimmer Biomet (26.1).
Who are Insulet's biggest competitors?
pretickt compares Insulet with Align Technology, Zimmer Biomet, Dexcom and GE HealthCare. Insulet's sales grew 26% in the 12 months to Sep 30, 2026, faster than Dexcom (+13%), Zimmer Biomet (+7%), Align Technology (+4%) and GE HealthCare (+2%).
Is Insulet profitable?
Insulet's operating margin was 18% in the 12 months to Sep 30, 2026, against 3% in fiscal 2022. Insulet generated $260M of free cash flow in the 12 months to Sep 30, 2026, less than its reported profit.
Are insiders buying Insulet stock?
Insulet's executives and directors bought a net $1.79M of shares in the 12 months to Nov 13, 2026 ($2.39M bought, $602K sold).
How does Insulet make money?
International Omnipod brought Insulet 99% of its sales in fiscal 2025; Drug Delivery 1%.
How many employees does Insulet have?
Insulet had 5,400 employees at the end of fiscal 2025, 38% more than a year before.
Who are Insulet's biggest customers?
Three customers, unnamed in Insulet's 10-K, made 78% of its sales in fiscal 2025.
From the companies' statements (FMP), their filings read by pretickt, the analysts and the insiders, as of Nov 13, 2026. Each card says what a fact means for its question, never what to do with the stock: for information only, not investment advice.