Insulet Corporation (PODD)
NASDAQ · Health Care · market cap 10.04B
Share price
$141.55
At the last nightly close
Intrinsic value
$92.38
A single conservative estimate.
Margin of safety
-34.7%
($92.38 − $141.55) ÷ $141.55
EV / EBIT
379.9
On the median operating profit of 15 fiscal years through 2025.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above is the low end of what they agree on.
The frame gives no credit for growth. A company that compounds will therefore read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-09-03.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 2.71B | 473.8M | 247.1M | 3.51 | 349.9M |
| 2024-FY | 2.07B | 308.9M | 418.3M | 5.97 | 296.2M |
| 2023-FY | 1.70B | 220.1M | 206.3M | 2.96 | 36.5M |
| 2022-FY | 1.31B | 37.6M | 4.6M | 0.07 | -38.3M |
| 2021-FY | 1.10B | 126.0M | 16.8M | 0.24 | -180.0M |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- Insulet (PODD) Stock Price, News & Analysismarketbeat.com
- Insulet Corporation (PODD) Stock Analysis: Robust Revenue Growth With 18% Upside Potentialdirectorstalkinterviews.com
- Insulet (PODD) Earnings: Latest Report, Earnings Call & Financialspublic.com
- Insulet (NASDAQ:PODD) Reports Upbeat Q1 CY2026, Stock Soars - StockStorystockstory.org
- Insulet Corporation (PODD) Stock Price, News, Quote & History - Yahoo Financefinance.yahoo.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on PODD.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.