Insulet Corporation

Insulet Corporation

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Market Cap$10.04B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Insulet CorporationInsulet Corporation33.5-26%3.50.7

Earnings Call Q3 2025

November 6, 2025 - AI Summary

Strong Revenue Performance: Insulet Corporation reported a record quarterly revenue surpassing $700 million, achieving a 28% year-over-year growth at constant currency rates. U.S. Omnipod revenue grew 25.6%, driven primarily by the successful adoption of the Omnipod 5 system, with notable contributions from Type 2 diabetes patients where new customer starts more than doubled year-over-year.
Positive Guidance Adjustments: The company raised its revenue growth forecast for both total Omnipod and total company revenues. Total Omnipod revenue growth is now estimated at 29-30%, up from 25-28%. Similarly, total company revenue guidance increased to 28-29% from a prior forecast of 24-27%, reflecting strong momentum and market demand.
Focus on Innovation and Market Expansion: Insulet emphasizes expanding its reach in the Type 2 diabetes market, where they have observed a 100% year-over-year increase in new customer starts. The launch of new integrations, such as the Dexcom sensor and Libre 3, is expected to drive further growth. The company's strategic focus on direct-to-consumer campaigns has already yielded record levels of qualified leads.

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$276.57

Target Price by Analysts

93% upsideInsulet Target Price DetailsTarget Price
$28.14

Current Fair Value

80.4% downside

Overvalued by 80.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$10.04 Billion
Enterprise Value$10.51 Billion
Dividend Yield$- (-)
Earnings per Share$3.51
Beta1.2
Outstanding Shares69,986,000

Return

Return on Equity26.10%ROE
Return on Assets11.38%
Return on Invested Capital17.25%

Valuation & Multiples

P/E Ratio33.5P/E Ratio
PEG21.29PEG
Price to Sales3.5Price to Sales
Price to Book Ratio7.96Price to Book Ratio
Enterprise Value to Revenue3.62
Enterprise Value to EBIT26.48
Enterprise Value to Net Income30
Total Debt to Enterprise0.09
Debt to Equity0.73Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 14, 2026
EPS Estimate
$1.20
Average shareholder expectation
Revenue Estimate
$729.69 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$1.45
Average shareholder expectation
Revenue Estimate
$788.45 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.2645 72.31%
Total Calls147,459 40.78%
Total Puts39,000 84.14%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %98.89% 0.73%
Total Invested$14.60B 27.03%
Investors Holding792 59.00%

ESG Score

No data

About Insulet Corporation

CEO: Shacey Petrovic

Relevant Senate Committees

Finance

This is one of the most impactful committees for Insulet, controlling taxation (corporate tax rates, credits) and entitlement spending (Medicare and Medicaid). These programs are major reimbursement sources for medical devices, directly affecting Insulet's revenue and profitability.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees fund agencies critical to Insulet's business, such as HHS (which houses FDA and CMS), directly impacting regulatory capacity, research grants, and reimbursement for medical devices.

Health, Education, Labor, and Pensions

This committee directly regulates the FDA, which is responsible for approving medical devices like those Insulet manufactures. It also influences NIH funding for research and development, and labor laws impacting manufacturing costs.

Judiciary

This committee oversees intellectual property (patents), which is crucial for protecting medical device innovations. It also handles antitrust laws, influencing M&A activity within the consolidating healthcare industry.

Veterans' Affairs

The Department of Veterans Affairs is a major healthcare provider and procurer of medical devices. This committee's funding decisions directly impact a significant potential customer and reimbursement source for Insulet's products.