Insulet Corp. (PODD) Valuation — DCF, Graham & Comparables

Insulet Corp. (PODD) — Price $153.61 (closing price, November 2, 2026) — Healthcare — Medical - Devices — NASDAQ

Latest reported results:

Valuation dashboard for Insulet Corp. (PODD) with P/E 28.71, P/B 7.48, EV/EBITDA 16.8 and dividend yield 0.00%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Healthcare companies.

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 ma...

What would it be worth at its usual multiples?

Versus its usual multiples: fairly priced · Current P/E 28.7× · Multiples range: $164.19 · $164.19.

At its sector median (30.7×) $164 (+7 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.

Analysis Summary

Insulet Corp. reported revenue of $2.71B in the most recent fiscal year, growing at a 5-year CAGR of 24.5%. Net income reached $247.1M, with a 105.2% 5-year CAGR.

Trailing-twelve-month margins: gross margin 71.1%, operating margin 16.9%, net margin 12.3%.

At $153.61 (closing price, November 2, 2026), PODD trades at a P/E of 28.71 and an ROE of 26.69%. Market capitalisation stands at $10.7B, placing it among large-cap names.

Balance sheet quality for PODD: debt-to-equity ratio of 0.67, current ratio of 2.48 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio28.71
Price / Book7.48
EV / EBITDA16.8
Dividend Yield0.00%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
PODDInsulet Corp.$10.7B28.717.4826.7%
DXCMDexCom, Inc.$31.6B33.2412.5336.5%
ABTAbbott Laboratories$190.6B40.803.759.1%
MDTMedtronic Plc$127.0B24.462.5310.6%
0Y6X.LMedtronic Plc$124.4B23.332.4310.6%
SYKStryker Corporation$117.7B32.675.0015.6%
0R2S.LStryker Corporation$111.1B31.574.9116.4%
0HOY.LBoston Scientific Corporation$65.7B18.422.7114.9%

Price

Price$153.61 (closing price, November 2, 2026)
Market Cap$10.7B
ExchangeNASDAQ
CountryUS

Profitability

Return on Equity26.69%
Return on Invested Capital16.04%
Return on Assets11.86%
Gross Margin71.08%
Operating Margin16.89%
Net Margin12.29%

Related companies: DXCM · ABT · MDT · 0Y6X.L · SYK · 0R2S.L · 0HOY.L · BSX

Explore sector: Healthcare · Medical - Devices

More sections of PODD: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

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