Insulet Corporation

Insulet Corporation

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Market Cap$11.45B
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P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Insulet CorporationInsulet Corporation38.4-26%4.10.7

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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$229.67

Target Price by Analysts

37.7% upsideInsulet Target Price DetailsTarget Price
$28.33

Current Fair Value

83% downside

Overvalued by 83% based on the discounted cash flow analysis.

Share Statistics

Market cap$11.45 Billion
Enterprise Value$11.92 Billion
Dividend Yield$- (-)
Earnings per Share$3.51
Beta1.11
Outstanding Shares69,986,000

Return

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

Valuation & Multiples

P/E Ratio38.36P/E Ratio
PEG24.38PEG
Price to Sales4.07Price to Sales
Price to Book Ratio9.27Price to Book Ratio
Enterprise Value to Revenue4.11
Enterprise Value to EBIT30.04
Enterprise Value to Net Income35
Total Debt to Enterprise0.08
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 5, 2026
EPS Estimate
$1.45
Average shareholder expectation
Revenue Estimate
$787.39 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 26.45%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %5.02% 93.91%
Total Invested$533.31M 96.35%
Investors Holding230 568.00%

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.