Where Does Insulet Stock Rank Among Competitors?
Insulet‘s stock has performed well over the past year, but how does it truly stack up against peers in the rapidly evolving diabetes tech market? A closer look reveals market-leading revenue growth and solid operating margins, yet a premium valuation. This combination suggests limited upside if larger, more diversified players like Medtronic or new innovators gain traction.
- PODD’s operating margin of 17.3% is strong, lower than WST (20.9%) due to WST’s high-value proprietary pharmaceutical containment systems.
- PODD’s 27.1% revenue growth, driven by strong Omnipod 5 adoption, outpaces MDT, DXCM, WST, HOLX, and TNDM.
- PODD’s stock gained 17.4% and trades at a PE of 89.4, implying high future growth; diversified MDT delivered stronger returns.
Here’s how Insulet stacks up across size, valuation, and profitability versus key peers.
| PODD | MDT | DXCM | WST | HOLX | TNDM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 22.0 | 127.3 | 22.9 | 18.6 | 16.7 | 1.3 |
| Revenue ($ Bil) | 2.5 | 34.2 | 4.3 | 3.0 | 4.0 | 1.0 |
| PE Ratio | 89.4 | 27.3 | 40.1 | 37.9 | 30.1 | -6.5 |
| LTM Revenue Growth | 27.1% | 5.0% | 9.3% | 4.9% | 1.7% | 17.9% |
| LTM Operating Margin | 17.3% | 19.4% | 16.0% | 20.9% | 18.8% | -17.5% |
| LTM FCF Margin | 16.2% | 15.5% | 13.3% | 12.6% | 24.1% | -6.8% |
| 12M Market Return | 17.4% | 22.0% | -22.4% | -17.0% | -5.0% | -35.3% |
For more details on Insulet, read Buy or Sell PODD Stock. Below we compare PODD’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PODD | 27.1% | – | 22.1% | 30.0% | 18.8% |
| MDT | 5.0% | 3.6% | 3.6% | -1.4% | |
| DXCM | 9.3% | – | 11.3% | 24.5% | 18.8% |
| WST | 4.9% | – | -1.9% | 2.2% | 2.0% |
| HOLX | 1.7% | – | -0.0% | -17.1% | -13.7% |
| TNDM | 17.9% | – | 25.7% | -6.7% | 14.0% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PODD | 17.3% | – | 14.9% | 13.0% | 2.9% |
| MDT | 19.4% | 19.5% | 17.1% | 18.7% | |
| DXCM | 16.0% | – | 14.9% | 16.5% | 13.4% |
| WST | 20.9% | – | 20.4% | 24.0% | 26.4% |
| HOLX | 18.8% | – | 23.1% | 18.9% | 33.5% |
| TNDM | -17.5% | – | -10.5% | -31.2% | -11.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| PODD | 89.4 | – | 43.7 | 73.4 | 4439.8 |
| MDT | 27.3 | 22.0 | 29.8 | 27.5 | |
| DXCM | 40.1 | – | 53.1 | 88.5 | 129.2 |
| WST | 37.9 | – | 48.5 | 44.1 | 29.9 |
| HOLX | 30.1 | – | 21.5 | 38.7 | 14.5 |
| TNDM | -6.5 | – | -24.6 | -8.6 | -30.5 |
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