Insulet (PODD)
Market Price (8/6/2026): $132.31 | Market Cap: $9.2 BilInvestor Relations Sector: Health Care | Industry: Health Care Equipment
Insulet (PODD)
Market Price (8/6/2026): $132.31Market Cap: $9.2 BilSector: Health CareIndustry: Health Care Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -40% Low stock price volatilityVol 12M is 45% Megatrend and thematic driversMegatrends include Digital Health & Telemedicine, and Aging Population & Chronic Disease. Themes include Wearable Health Devices, Remote Patient Monitoring, Show more. | Weak multi-year price returns2Y Excs Rtn is -71%, 3Y Excs Rtn is -120% | Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 25x Key risksPODD key risks include [1] substantial reliance on its single Omnipod system for revenue, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 17% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -40% |
| Low stock price volatilityVol 12M is 45% |
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine, and Aging Population & Chronic Disease. Themes include Wearable Health Devices, Remote Patient Monitoring, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -71%, 3Y Excs Rtn is -120% |
| Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 25x |
| Key risksPODD key risks include [1] substantial reliance on its single Omnipod system for revenue, Show more. |
Qualitative Assessment
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Insulet (PODD) stock has lost about 25% since 4/30/2026 because of the following key factors:
1. Insulet lowered its full fiscal year 2026 revenue guidance and provided a weaker outlook for fiscal Q3 2026.
The company reduced its full-year 2026 revenue guidance to a range of approximately $3.2 billion to $3.3 billion, falling short of the $3.3 billion consensus estimate. Additionally, Insulet's revenue guidance for fiscal Q3 2026, projected between $829.9 million and $844.0 million, also missed the consensus estimate of approximately $846.3 million.
2. The company experienced slower U.S. Omnipod sales growth, particularly in the Type 2 diabetes segment.
Insulet cut its U.S. Omnipod growth outlook for fiscal year 2026 to 17%-19%, citing lower-than-expected retention and utilization rates among Type 2 diabetes patients, especially during their initial 90 days of therapy. This performance has led to concerns regarding the ease of penetrating the Type 2 population compared to Type 1.
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Insulet (PODD) stock has lost about 25% since 4/30/2026 because of the following key factors:
1. Insulet lowered its full fiscal year 2026 revenue guidance and provided a weaker outlook for fiscal Q3 2026.
The company reduced its full-year 2026 revenue guidance to a range of approximately $3.2 billion to $3.3 billion, falling short of the $3.3 billion consensus estimate. Additionally, Insulet's revenue guidance for fiscal Q3 2026, projected between $829.9 million and $844.0 million, also missed the consensus estimate of approximately $846.3 million.
2. The company experienced slower U.S. Omnipod sales growth, particularly in the Type 2 diabetes segment.
Insulet cut its U.S. Omnipod growth outlook for fiscal year 2026 to 17%-19%, citing lower-than-expected retention and utilization rates among Type 2 diabetes patients, especially during their initial 90 days of therapy. This performance has led to concerns regarding the ease of penetrating the Type 2 population compared to Type 1.
3. A securities fraud class-action lawsuit was filed following multiple medical device corrections for Omnipod products.
Insulet is facing a class-action lawsuit alleging misrepresentations about Omnipod manufacturing controls and product safety. This stems from two voluntary Medical Device Corrections: one on March 12, 2026, for specific Omnipod 5 Pod lots due to a manufacturing issue potentially causing insulin under-delivery, which resulted in a 6.9% stock price drop the following day. A second correction on May 26, 2026, for Omnipod 5, Omnipod Dash, and Omnipod Eros Pods, also due to manufacturing defects that could lead to insulin under-delivery, caused a 5.1% decline in the stock price on May 27, 2026.
4. Several analysts downgraded Insulet's stock and reduced their price targets.
Following recent developments, Oppenheimer downgraded Insulet from "outperform" to "market perform," while UBS Group moved its rating from "buy" to "neutral" with a $174.00 price objective. Citi also lowered its price target from $172 to $150, maintaining a "Neutral" rating. Other firms, including Royal Bank of Canada, Barclays, and TD Cowen, also reduced their price targets on the stock.
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Stock Movement Drivers
Fundamental Drivers
The -22.6% change in PODD stock from 4/30/2026 to 8/5/2026 was primarily driven by a -49.8% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 172.14 | 133.26 | -22.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,708 | 3,054 | 12.8% |
| Net Income Margin (%) | 9.1% | 12.3% | 34.7% |
| P/E Multiple | 49.0 | 24.6 | -49.8% |
| Shares Outstanding (Mil) | 70 | 69 | 1.5% |
| Cumulative Contribution | -22.6% |
Market Drivers
4/30/2026 to 8/5/2026| Return | Correlation | |
|---|---|---|
| PODD | -22.6% | |
| Market (SPY) | 7.1% | -18.8% |
| Sector (XLV) | 12.4% | 21.6% |
Fundamental Drivers
The -47.9% change in PODD stock from 1/31/2026 to 8/5/2026 was primarily driven by a -66.3% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 255.81 | 133.26 | -47.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,522 | 3,054 | 21.1% |
| Net Income Margin (%) | 9.8% | 12.3% | 25.9% |
| P/E Multiple | 73.1 | 24.6 | -66.3% |
| Shares Outstanding (Mil) | 70 | 69 | 1.5% |
| Cumulative Contribution | -47.9% |
Market Drivers
1/31/2026 to 8/5/2026| Return | Correlation | |
|---|---|---|
| PODD | -47.9% | |
| Market (SPY) | 11.5% | 2.0% |
| Sector (XLV) | 6.5% | 26.3% |
Fundamental Drivers
The -53.8% change in PODD stock from 7/31/2025 to 8/5/2026 was primarily driven by a -51.2% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 288.40 | 133.26 | -53.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,199 | 3,054 | 38.9% |
| Net Income Margin (%) | 18.3% | 12.3% | -32.8% |
| P/E Multiple | 50.4 | 24.6 | -51.2% |
| Shares Outstanding (Mil) | 70 | 69 | 1.4% |
| Cumulative Contribution | -53.8% |
Market Drivers
7/31/2025 to 8/5/2026| Return | Correlation | |
|---|---|---|
| PODD | -53.8% | |
| Market (SPY) | 22.8% | 8.2% |
| Sector (XLV) | 27.5% | 26.9% |
Fundamental Drivers
The -51.8% change in PODD stock from 7/31/2023 to 8/5/2026 was primarily driven by a -99.9% change in the company's P/E Multiple.| (LTM values as of) | 7312023 | 8052026 | Change |
|---|---|---|---|
| Stock Price ($) | 276.75 | 133.26 | -51.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,368 | 3,054 | 123.2% |
| Net Income Margin (%) | 0.0% | 12.3% | 27923.1% |
| P/E Multiple | 32,095.2 | 24.6 | -99.9% |
| Shares Outstanding (Mil) | 70 | 69 | 0.4% |
| Cumulative Contribution | -51.8% |
Market Drivers
7/31/2023 to 8/5/2026| Return | Correlation | |
|---|---|---|
| PODD | -51.8% | |
| Market (SPY) | 74.1% | 27.5% |
| Sector (XLV) | 28.1% | 27.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PODD Return | 4% | 11% | -26% | 20% | 9% | -41% | -35% |
| Peers Return | 38% | -36% | 7% | -3% | -6% | 5% | -9% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| PODD Win Rate | 58% | 58% | 33% | 58% | 42% | 38% | |
| Peers Win Rate | 63% | 40% | 48% | 48% | 53% | 52% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| PODD Max Drawdown | -26% | -33% | -61% | -26% | -19% | -54% | |
| Peers Max Drawdown | -22% | -49% | -36% | -33% | -37% | -32% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MDT, DXCM, WST, TNDM, ABT. See PODD Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/5/2026 (YTD)
How Low Can It Go
| Event | PODD | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -16.4% | -18.8% |
| % Gain to Breakeven | 19.7% | 23.1% |
| Time to Breakeven | 60 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -54.6% | -9.5% |
| % Gain to Breakeven | 120.5% | 10.5% |
| Time to Breakeven | 482 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -32.4% | -24.5% |
| % Gain to Breakeven | 47.9% | 32.4% |
| Time to Breakeven | 106 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.7% | -33.7% |
| % Gain to Breakeven | 65.9% | 50.9% |
| Time to Breakeven | 51 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.7% | -19.2% |
| % Gain to Breakeven | 38.3% | 23.8% |
| Time to Breakeven | 77 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -28.2% | -3.7% |
| % Gain to Breakeven | 39.3% | 3.9% |
| Time to Breakeven | 71 days | 6 days |
In The Past
Insulet's stock fell -16.4% during the 2025 US Tariff Shock. Such a loss loss requires a 19.7% gain to breakeven.
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| Event | PODD | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -54.6% | -9.5% |
| % Gain to Breakeven | 120.5% | 10.5% |
| Time to Breakeven | 482 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -32.4% | -24.5% |
| % Gain to Breakeven | 47.9% | 32.4% |
| Time to Breakeven | 106 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -39.7% | -33.7% |
| % Gain to Breakeven | 65.9% | 50.9% |
| Time to Breakeven | 51 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -27.7% | -19.2% |
| % Gain to Breakeven | 38.3% | 23.8% |
| Time to Breakeven | 77 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -28.2% | -3.7% |
| % Gain to Breakeven | 39.3% | 3.9% |
| Time to Breakeven | 71 days | 6 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -31.7% | -6.8% |
| % Gain to Breakeven | 46.3% | 7.3% |
| Time to Breakeven | 175 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -36.5% | -17.9% |
| % Gain to Breakeven | 57.5% | 21.8% |
| Time to Breakeven | 465 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -88.6% | -53.4% |
| % Gain to Breakeven | 775.7% | 114.4% |
| Time to Breakeven | 1413 days | 1085 days |
In The Past
Insulet's stock fell -16.4% during the 2025 US Tariff Shock. Such a loss loss requires a 19.7% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Insulet (PODD)
Insulet Corporation (PODD) is a medical device company that develops, manufactures, and sells advanced insulin delivery systems designed for individuals with insulin-dependent diabetes. The company's core mission is to simplify diabetes management through innovative and user-friendly technology.
The flagship product is the Omnipod System, a unique tubeless insulin pump solution. This system features a compact, self-adhesive, and disposable Omnipod device that users wear directly on their body for up to three days. It eliminates the need for traditional tubing, offering enhanced discretion and freedom. The Omnipod device is wirelessly controlled by a handheld personal diabetes manager, which allows users to program and monitor their insulin delivery conveniently.
Insulet primarily serves people worldwide who require insulin for their diabetes management. The company distributes its products through a combination of independent distributors and pharmacy channels, as well as direct sales in certain regions. Its market reach is extensive, covering the United States, Canada, Europe, the Middle East, and Australia.
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Analogy 1: Keurig for insulin delivery systems.
Analogy 2: Dyson for insulin pumps.
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- Omnipod System: An integrated insulin delivery system designed for people with insulin-dependent diabetes.
- Omnipod device: A self-adhesive, disposable, tubeless insulin pump worn directly on the body for up to three days.
- Personal Diabetes Manager (PDM): A wireless, handheld device that acts as a controller for the Omnipod device, allowing users to manage their insulin delivery.
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Insulet Corporation (PODD) primarily sells its products to other companies through its distribution network and pharmacy channels. Therefore, its major customers are businesses rather than individuals.
Based on its stated sales channels, Insulet's major customer categories, along with examples of public companies that operate within these categories, include:
- Pharmacy Chains: These are major retail pharmacy companies that purchase Insulet's Omnipod systems to make them available for direct dispensing to individuals with insulin-dependent diabetes. Examples of such public companies include:
- CVS Health (CVS)
- Walgreens Boots Alliance (WBA)
- Walmart (WMT) - through its in-store pharmacies
- Independent Distributors: These companies specialize in the wholesale distribution of medical devices and supplies. They purchase products from Insulet and then manage the logistics and sales to a wide network of healthcare providers, hospitals, and smaller pharmacies. Examples of such public companies include:
- McKesson Corporation (MCK)
- Cardinal Health (CAH)
- AmerisourceBergen (ABC)
While Insulet also sells directly, the primary channels described indicate a Business-to-Business (B2B) model for its major customer base, with individuals being the ultimate end-users of the Omnipod system.
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Ashley McEvoy
President and Chief Executive Officer
Ms. McEvoy was appointed President and Chief Executive Officer of Insulet in April 2025. She brings nearly three decades of healthcare leadership experience, having spent from 1996 to 2023 in various roles of increasing responsibility at Johnson & Johnson. Most recently, she served as Executive Vice President and Worldwide Chairman of Johnson & Johnson's MedTech business, an organization with 60,000 global employees and over $30 billion in revenue. Her previous leadership positions at Johnson & Johnson included Company Group Chairman of Vision and Diabetes Care, Worldwide President of Ethicon Inc., and President of McNeil Consumer Healthcare. Since 2023, Ms. McEvoy has also been a member of the Procter & Gamble Board of Directors.
Flavia Pease
Executive Vice President, Chief Financial Officer
Ms. Pease assumed the role of Executive Vice President, Chief Financial Officer at Insulet in September 2025. Prior to joining Insulet, she was the Corporate Executive Vice President and Chief Financial Officer at Charles River Laboratories, a position she held since 2022. Ms. Pease's career also includes over 20 years at Johnson & Johnson, where she held various senior finance and leadership roles. These roles included Vice President and Group Chief Financial Officer of the global Medical Device business, overseeing a $27 billion portfolio, and Vice President of Finance for Janssen North America. She also served on Insulet's Board of Directors from January 2024 through September 2025.
Eric Benjamin
Executive Vice President, Chief Operating Officer
Mr. Benjamin serves as Insulet's Executive Vice President, Chief Operating Officer. He previously held the position of Executive Vice President of Innovation, Strategy & Digital Products within the company. Before his tenure at Insulet, Mr. Benjamin gained extensive experience through senior roles in research and development, quality, and operations at Abbott, working in both the U.S. and Europe.
Patrick Crannell
Senior Vice President, International General Manager
Mr. Crannell has been Insulet's Senior Vice President and International General Manager since July 2023, having previously served as Senior Vice President, Head of International since August 2022. With over 25 years of experience leading commercial organizations globally, Mr. Crannell previously served as Vice President of Infusion Therapy and Medical Devices at ICU Medical, where he led a large U.S. team.
Prem Singh
Senior Vice President, Global Operations
Mr. Singh has served as Insulet's Senior Vice President, Global Operations since January 2023. Prior to this role, he was the Group Vice President, Head of Global Supply Chain Operations from December 2021 through December 2022. Before joining Insulet, Mr. Singh held a leadership position as Vice President of Operations and Quality for the Chromatography and Mass Spectrometry Division at Thermo Fisher Scientific Inc.
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The key risks to Insulet Corporation (PODD) primarily revolve around product quality, intense market competition, and a concentrated reliance on its core Omnipod system.
The most significant and immediate risk to Insulet is a **manufacturing defect in its Omnipod 5 Pods, leading to a voluntary recall and heightened regulatory scrutiny**. In March 2026, Insulet initiated a voluntary medical device correction for specific lots of its Omnipod 5 Pods in the United States. This action followed the discovery of a manufacturing defect that could cause a small tear in the internal tubing, potentially leading to insulin leakage and under-delivery. This malfunction can result in elevated blood glucose levels and, in severe cases, diabetic ketoacidosis, a serious medical condition. The company has reported 18 serious adverse events linked to this issue, including hospitalizations, though no fatalities have occurred. While the affected pods represent a small percentage of annual production, this defect raises concerns about product quality, patient safety, potential costs for replacements and support, and ongoing regulatory and legal considerations.
Secondly, Insulet faces **intense competition within the automated insulin delivery (AID) market**. The company's tubeless Omnipod system, while a key differentiator, operates in a dynamic landscape with formidable rivals. Major competitors include Medtronic and Tandem Diabetes Care, who offer comprehensive diabetes solutions and advanced AID systems. Indirect competition also comes from Continuous Glucose Monitoring (CGM) companies like Dexcom and Abbott Laboratories, whose technologies are integral to AID systems. This competitive pressure necessitates continuous innovation and strategic market positioning to maintain Insulet's technological edge and market share.
Finally, a notable risk is Insulet's **heavy reliance on its Omnipod product platform**. The company's financial performance is significantly tied to the success and continued adoption of its Omnipod system. While this focus has driven substantial growth, it exposes Insulet to product-specific market fluctuations, competitive advancements, and any potential issues related to the platform itself, such as the recent manufacturing defect. Diversification of revenue streams, potentially through expanding into non-insulin drug delivery, has been identified as an area that could mitigate this risk in the long term.
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Insulet Corporation (PODD) is expected to drive future revenue growth over the next two to three years through several key initiatives:
- Continued Adoption and Penetration of Omnipod 5: Insulet anticipates sustained global demand for its Omnipod 5 Automated Insulin Delivery (AID) System, driving increased customer starts and market share. This includes broader penetration among individuals currently using multiple daily injections (MDI) and gaining market share from competitors in both Type 1 and Type 2 diabetes segments.
- International Expansion of Omnipod 5: The company is actively expanding the commercial availability of Omnipod 5 into new international markets. Recent and planned launches include Australia, Belgium, Canada, Switzerland, Italy, Denmark, Finland, Norway, Sweden, and upcoming expansion into markets such as Israel, Saudi Arabia, the United Arab Emirates, Qatar, and Kuwait.
- Growing Presence in the Type 2 Diabetes Market: Insulet is focused on deepening its penetration within the Type 2 diabetes segment by leveraging clinical data, expanding prescriber education, and targeting high-prescribing primary care physicians. The company has also received an expanded FDA label for Omnipod 5 for Type 2 diabetes.
- Innovation and Enhancements to the Omnipod Platform: Insulet plans to introduce significant enhancements to the Omnipod 5 algorithm in 2026, including a lower 100 mg/dL Target Glucose option and features designed for better glycemic control and improved connectivity. Beyond Omnipod 5, the company is developing Omnipod 6, slated for launch in 2027, and a fully closed-loop system specifically for Type 2 diabetes expected in 2028.
- Expanded Continuous Glucose Monitor (CGM) Integrations: Insulet is broadening the compatibility of Omnipod 5 with leading CGM sensors, including Dexcom G6, G7, and Abbott's FreeStyle Libre 2 Plus. This expanded integration offers greater choice and flexibility to both users and healthcare providers, potentially increasing the addressable market for Omnipod 5.
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Share Repurchases
- In February 2026, Insulet's Board of Directors authorized an increase of $350 million to its existing share repurchase program, bringing the total authorization to $475 million and extending it through December 31, 2027. The company plans to allocate approximately $300 million toward repurchases in the first quarter of 2026.
- As of February 16, 2026, $60 million had been repurchased under the previously authorized program.
- During 2025, Insulet repurchased approximately 184,000 shares for $59.6 million.
Share Issuance
- Insulet's shares outstanding increased by 1.94% in 2022 (from 2021), 5.33% in 2023 (from 2022), and 0.35% in 2024 (from 2023).
- Shares outstanding for the quarter ending September 30, 2025, were 0.071 billion, reflecting a 4.45% decline year-over-year, suggesting the impact of share repurchases.
Outbound Investments
- In February 2023, Insulet acquired the assets of Automated Glucose Control LLC (AGC) for $25 million. This acquisition included a license from the University of California and other intellectual property, which was integral to the development of Insulet's Omnipod® 5 Automated Insulin Delivery system.
Capital Expenditures
- For 2024, capital expenditures were expected to increase compared to 2023, primarily driven by investments in machinery, equipment, and tooling for the new Malaysia manufacturing facility and continuous improvement efforts in other manufacturing locations, as well as investments in information technology infrastructure.
- Capital expenditures were expected to be slightly higher in 2025 compared with 2024, to continue expanding and optimizing manufacturing and supply chain operations and support global expansion.
- In the fourth quarter of 2025, capital expenditures grew meaningfully to $135 million, reflecting continued investment in manufacturing capacity, including further expansion of Malaysia operations and the start of development of a new facility in Costa Rica, which is expected to be operational in 2029.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 95.85 |
| Mkt Cap | 28.2 |
| Rev LTM | 4,148 |
| Op Inc LTM | 931 |
| FCF LTM | 921 |
| FCF 3Y Avg | 630 |
| CFO LTM | 1,205 |
| CFO 3Y Avg | 953 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.4% |
| Rev Chg 3Y Avg | 7.5% |
| Rev Chg Q | 13.0% |
| QoQ Delta Rev Chg LTM | 3.2% |
| Op Inc Chg LTM | 21.4% |
| Op Inc Chg 3Y Avg | 15.1% |
| Op Mgn LTM | 17.8% |
| Op Mgn 3Y Avg | 17.4% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 20.0% |
| CFO/Rev 3Y Avg | 20.6% |
| FCF/Rev LTM | 14.0% |
| FCF/Rev 3Y Avg | 13.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 28.2 |
| P/S | 3.5 |
| P/Op Inc | 21.5 |
| P/EBIT | 19.5 |
| P/E | 28.1 |
| P/CFO | 18.3 |
| Total Yield | 3.6% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 2.4% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 7.4% |
| 3M Rtn | 12.1% |
| 6M Rtn | 1.1% |
| 12M Rtn | 4.3% |
| 3Y Rtn | -18.5% |
| 1M Excs Rtn | 3.9% |
| 3M Excs Rtn | 6.0% |
| 6M Excs Rtn | -12.1% |
| 12M Excs Rtn | -18.3% |
| 3Y Excs Rtn | -87.1% |
Comparison Analyses
Price Behavior
| Market Price | $133.26 | |
| Market Cap ($ Bil) | 9.3 | |
| First Trading Date | 05/15/2007 | |
| Distance from 52W High | -62.2% | |
| 50 Days | 200 Days | |
| DMA Price | $158.74 | $230.47 |
| DMA Trend | down | down |
| Distance from DMA | -16.1% | -42.2% |
| 3M | 1YR | |
| Volatility | 59.8% | 44.7% |
| Downside Capture | -7.80 | 100.59 |
| Upside Capture | -59.95 | -8.19 |
| Correlation (SPY) | -28.4% | 7.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.08 | -0.66 | -1.06 | 0.01 | 0.26 | 0.77 |
| Up Beta | -3.13 | -1.56 | -2.26 | -0.48 | -0.08 | 0.78 |
| Down Beta | 0.41 | 0.10 | 0.14 | -0.02 | 0.42 | 0.75 |
| Up Capture | -30% | -22% | -89% | -22% | -5% | 27% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 13 | 24 | 33 | 58 | 121 | 378 |
| Down Capture | -173% | -122% | -142% | 77% | 81% | 99% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 9 | 19 | 30 | 68 | 131 | 374 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PODD | |
|---|---|---|---|---|
| PODD | -53.8% | 44.7% | -1.58 | - |
| Sector ETF (XLV) | 25.1% | 15.6% | 1.24 | 26.8% |
| Equity (SPY) | 23.1% | 12.9% | 1.34 | 7.7% |
| Gold (GLD) | 25.4% | 28.3% | 0.79 | -7.0% |
| Commodities (DBC) | 29.5% | 19.8% | 1.19 | -9.7% |
| Real Estate (VNQ) | 14.4% | 13.7% | 0.74 | 23.2% |
| Bitcoin (BTCUSD) | -44.6% | 42.9% | -1.25 | 4.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PODD | |
|---|---|---|---|---|
| PODD | -13.3% | 43.9% | -0.19 | - |
| Sector ETF (XLV) | 6.1% | 15.0% | 0.23 | 37.8% |
| Equity (SPY) | 13.4% | 17.2% | 0.60 | 39.9% |
| Gold (GLD) | 18.2% | 18.6% | 0.79 | 7.0% |
| Commodities (DBC) | 8.1% | 19.6% | 0.31 | 7.6% |
| Real Estate (VNQ) | 2.5% | 18.9% | 0.03 | 38.4% |
| Bitcoin (BTCUSD) | 9.9% | 53.0% | 0.37 | 21.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PODD | |
|---|---|---|---|---|
| PODD | 14.5% | 43.1% | 0.46 | - |
| Sector ETF (XLV) | 10.0% | 16.6% | 0.49 | 38.2% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 39.4% |
| Gold (GLD) | 12.0% | 16.2% | 0.60 | 7.5% |
| Commodities (DBC) | 7.1% | 18.0% | 0.31 | 10.9% |
| Real Estate (VNQ) | 4.9% | 20.7% | 0.20 | 33.0% |
| Bitcoin (BTCUSD) | 58.2% | 66.2% | 0.98 | 11.7% |
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Returns Analyses
Earnings Returns History
Updated 6/9/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/6/2026 | -9.7% | -5.5% | -12.6% |
| 2/18/2026 | 4.8% | -0.4% | -6.5% |
| 11/6/2025 | 2.8% | 7.1% | -5.8% |
| 8/7/2025 | 9.5% | 11.3% | 25.7% |
| 5/8/2025 | 20.9% | 25.3% | 18.9% |
| 2/20/2025 | -1.9% | -7.4% | -6.9% |
| 11/7/2024 | 9.4% | 6.6% | 8.2% |
| 8/8/2024 | -8.8% | -2.4% | 9.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 13 | 13 |
| # Negative | 11 | 11 | 11 |
| Median Positive | 9.4% | 7.1% | 9.1% |
| Median Negative | -6.6% | -6.3% | -7.1% |
| Max Positive | 22.6% | 25.3% | 38.1% |
| Max Negative | -9.7% | -16.8% | -25.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/6/2026 | -9.7% | -5.5% | -12.6% |
| 2/18/2026 | 4.8% | -0.4% | -6.5% |
| 11/6/2025 | 2.8% | 7.1% | -5.8% |
| 8/7/2025 | 9.5% | 11.3% | 25.7% |
| 5/8/2025 | 20.9% | 25.3% | 18.9% |
| 2/20/2025 | -1.9% | -7.4% | -6.9% |
| 11/7/2024 | 9.4% | 6.6% | 8.2% |
| 8/8/2024 | -8.8% | -2.4% | 9.7% |
| 5/9/2024 | -6.6% | 4.4% | 8.2% |
| 2/22/2024 | -6.6% | -16.8% | -16.7% |
| 11/2/2023 | 15.8% | 8.9% | 38.1% |
| 8/8/2023 | -3.6% | -8.1% | -25.1% |
| 5/4/2023 | 2.0% | -0.3% | -11.8% |
| 2/23/2023 | -1.1% | -4.9% | 4.2% |
| 11/3/2022 | 22.6% | 19.4% | 18.4% |
| 8/4/2022 | 4.3% | 3.2% | -0.6% |
| 5/5/2022 | -9.4% | -16.7% | -6.6% |
| 2/23/2022 | 10.6% | 17.3% | 9.0% |
| 11/4/2021 | 2.1% | 4.3% | -14.1% |
| 8/5/2021 | -1.8% | 0.3% | 7.9% |
| 5/6/2021 | -7.5% | -10.7% | 9.1% |
| 2/23/2021 | 0.6% | 2.0% | 1.1% |
| 11/4/2020 | 10.5% | 10.9% | 11.9% |
| 8/6/2020 | -1.2% | -6.3% | -7.1% |
| SUMMARY STATS | |||
| # Positive | 13 | 13 | 13 |
| # Negative | 11 | 11 | 11 |
| Median Positive | 9.4% | 7.1% | 9.1% |
| Median Negative | -6.6% | -6.3% | -7.1% |
| Max Positive | 22.6% | 25.3% | 38.1% |
| Max Negative | -9.7% | -16.8% | -25.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/18/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/05/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/18/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 02/24/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 08/06/2021 | 10-Q |
| 03/31/2021 | 05/07/2021 | 10-Q |
| 12/31/2020 | 02/24/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/07/2020 | 10-Q |
| 03/31/2020 | 05/08/2020 | 10-Q |
| 12/31/2019 | 02/26/2020 | 10-K |
| 09/30/2019 | 11/06/2019 | 10-Q |
Recent Forward Guidance
Updated 7/8/2026Latest: Q1 2026 Earnings Reported 5/6/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Total Revenue Growth | 20.0% | 21.0% | 22.0% | -5.0% | Lowered | Guidance: 26.0% for Q1 2026 | |
| 2026 Total Revenue Growth | 21.0% | 22.0% | 23.0% | 1.0% | Raised | Guidance: 21.0% for 2026 | |
| 2026 Adjusted Operating Margin Expansion | 1.0% | 0.0% | Affirmed | Guidance: 1.0% for 2026 | |||
| 2026 Adjusted EPS Growth | 25.0% | 0.0% | Affirmed | Guidance: 25.0% for 2026 | |||
Prior: Q4 2025 Earnings Reported 2/18/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue Growth | 25.0% | 26.0% | -1.9% | -0.5% | Lower New | Guidance: 26.5% for Q4 2025 | |
| Q1 2026 Share Repurchases | 300.00 Mil | ||||||
| 2026 Revenue Growth | 20.0% | 21.0% | -26.3% | -7.5% | Lower New | Guidance: 28.5% for 2025 | |
| 2026 Adjusted Operating Margin Change | 1.0% | -16.2% | Lower New | Guidance: 17.25% for 2025 | |||
| 2026 Adjusted EPS Growth | 25.0% | ||||||
Q3 2025 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Total Revenue Growth | 25.0% | 26.5% | 28.0% | ||||
| 2025 Total Revenue Growth | 28.0% | 28.5% | 29.0% | 3.0% | Raised | Guidance: 25.5% for 2025 | |
| 2025 Gross Margin | 71.0% | ||||||
| 2025 Adjusted Operating Margin | 17.3% | 17.25% | 17.5% | 0.0% | Affirmed | Guidance: 17.25% for 2025 | |
Insider Activity
Updated 8/4/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stonesifer, Timothy C | Direct | Buy | 6042026 | 143.51 | 2,790 | 400,393 | 1,297,474 | Form | |
| 2 | Borio, Luciana | Direct | Sell | 6042026 | 143.27 | 418 | 59,887 | 620,216 | Form | |
| 3 | Weatherman, Elizabeth H | Direct | Buy | 6032026 | 144.20 | 3,450 | 497,490 | 1,492,758 | Form | |
| 4 | Minogue, Michael R | Trust | Buy | 2262026 | 246.23 | 2,030 | 499,847 | 4,304,839 | Form | |
| 5 | McEvoy, Ashley | President and CEO | Direct | Buy | 2232026 | 239.35 | 4,300 | 1,029,205 | 3,330,795 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stonesifer, Timothy C | Direct | Buy | 6042026 | 143.51 | 2,790 | 400,393 | 1,297,474 | Form | |
| 2 | Borio, Luciana | Direct | Sell | 6042026 | 143.27 | 418 | 59,887 | 620,216 | Form | |
| 3 | Weatherman, Elizabeth H | Direct | Buy | 6032026 | 144.20 | 3,450 | 497,490 | 1,492,758 | Form | |
| 4 | Minogue, Michael R | Trust | Buy | 2262026 | 246.23 | 2,030 | 499,847 | 4,304,839 | Form | |
| 5 | McEvoy, Ashley | President and CEO | Direct | Buy | 2232026 | 239.35 | 4,300 | 1,029,205 | 3,330,795 | Form |
| 6 | Frederick, Wayne AI | Direct | Sell | 12162025 | 293.09 | 1,851 | 542,510 | 632,488 | Form | |
| 7 | Stonesifer, Timothy C | Direct | Buy | 12082025 | 311.73 | 962 | 299,884 | 1,431,152 | Form | |
| 8 | Singh, Prem | SVP, Global Operations | Direct | Sell | 9092025 | 347.49 | 687 | 238,726 | 1,200,925 | Form |
| 9 | Cousin, Laetitia | SVP, Reg, Quality & Compliance | Direct | Sell | 9092025 | 348.81 | 797 | 278,002 | 1,356,871 | Form |
| 10 | Benjamin, Eric | EVP, CPXO | Direct | Sell | 8222025 | 332.23 | 4,263 | 1,416,296 | 5,560,201 | Form |
| 11 | Singh, Prem | SVP, Global Operations | Direct | Sell | 8082025 | 320.00 | 1,343 | 429,760 | 1,325,760 | Form |
Investor Activity (13F)
Updated Aug 6, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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