PODD’s One-Month Rally Offers a Chance to Reevaluate UFPT
UFP Technologies (UFPT) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Insulet (PODD), suggesting you may be better off investing in UFPT
- UFPT’s quarterly revenue growth was 37.2%, vs. PODD’s 32.9%.
- In addition, its Last 12 Months revenue growth came in at 41.0%, ahead of PODD’s 26.0%.
- UFPT’s 3-year average margin is stronger: 15.6% vs. PODD’s 12.5%.
PODD develops and sells tubeless, wearable insulin delivery systems for diabetes management, primarily distributed through independent distributors and pharmacies. UFPT designs and manufactures custom components and products for medical devices, wound care, wearables, and multiple industries including automotive, aerospace, defense, electronics, and industrial markets.
Valuation & Performance Overview
| PODD | UFPT | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 59.4 | 16.1 | UFPT |
| Revenue Growth | |||
| Last Quarter | 32.9% | 37.2% | UFPT |
| Last 12 Months | 26.0% | 41.0% | UFPT |
| Last 3 Year Average | 26.1% | 30.2% | UFPT |
| Operating Margins | |||
| Last 12 Months | 17.3% | 16.6% | PODD |
| Last 3 Year Average | 12.5% | 15.6% | UFPT |
| Momentum | |||
| Last 3 Year Return | 36.2% | 126.4% | UFPT |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: PODD Revenue Comparison | UFPT Revenue Comparison
See more margin details: PODD Operating Income Comparison | UFPT Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell UFPT Stock to see if UFP Technologies’s edge holds up under the hood or if Insulet still has cards to play (see Buy or Sell PODD Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| PODD Return | 49% | 4% | 11% | -26% | 20% | 32% | 99% | ||
| UFPT Return | -6% | 51% | 68% | 46% | 42% | -15% | 324% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 11% | 100% | ||
| Monthly Win Rates [3] | |||||||||
| PODD Win Rate | 58% | 58% | 58% | 33% | 58% | 29% | 49% | ||
| UFPT Win Rate | 50% | 83% | 67% | 67% | 58% | 57% | 64% | <=== | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 57% | 62% | ||
| Max Drawdowns [4] | |||||||||
| PODD Max Drawdown | -24% | -12% | -30% | -57% | -26% | -9% | -26% | ||
| UFPT Max Drawdown | -37% | -3% | -18% | -10% | -10% | -24% | -17% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/4/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read UFPT Dip Buyer Analyses and PODD Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.