Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Insulet Corporation

PODD stock analysis · Health Care · Health Care Equipment

FY 2025-12-31ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$152.25HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$10.5B

Price × SEC outstanding shares. Shares measured 2026-04-29. Approximate; share and price dates can differ.

View share-count filing ↗
Valuation

DCF value

$82.82

Equity cash-flow scenario · SEC outstanding shares at 2026-04-29 · -45.6% versus input cap

How this is calculated ↗
Valuation

Reverse DCF

20.2%

Annual basis · read assumptions below

How this is calculated ↗
Valuation

Relative valuation

-40.5%

14 industry peers · median 25.4×

How this is calculated ↗
Valuation

Historical multiples

68.3×

4 annual observations · snapshot P/E 42.7× · -37.5% versus history

How this is calculated ↗
Valuation

Free cash flow yield

3.6%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

22.1%

Normalized tax · financing-capital proxy · parent-equity fallback (scope limitation) · short-term borrowing coverage incomplete

How this is calculated ↗
Valuation

Value composite

24/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

3.3%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

Requires reported dividends, repurchases and issuance; missing values are not zero.

Requires reported dividends, repurchases and issuance; missing values are not zero.

How this is calculated ↗
Quality

Accrual quality

-10.3%

Parent-earnings fallback versus consolidated cash flow · scope limitation

How this is calculated ↗
Momentum

Fundamental momentum

11.2%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 569.3M2020-12-31: cfo $84,000,000.002020-12-31: capex $129,000,000.0020202021-12-31: cfo -$68,100,000.00 (negative; lower scale compressed)2021-12-31: capex $111,900,000.0020212022-12-31: cfo $119,000,000.002022-12-31: capex $122,900,000.0020222023-12-31: cfo $145,700,000.002023-12-31: capex $75,600,000.0020232024-12-31: cfo $430,200,000.002024-12-31: capex $124,900,000.0020242025-12-31: cfo $569,300,000.002025-12-31: capex $191,600,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%$103.88$113.35$123.52
10.0%$76.12$82.82$90.01
12.0%$60.06$65.17$70.65

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-312.7B247.1M569.3M191.6M3.2B
2024-12-312.1B418.3M430.2M124.9M3.1B
2023-12-311.7B206.3M145.7M75.6M2.6B
2022-12-311.1B4.6M119M122.9M2.3B
2021-12-311B16.8M-68.1M111.9M2B
2020-12-31904.4M6.8M84M129M1.9B
2019-12-31738.2M11.6M98.4M163.7M1.1B
2018-12-31563.8M3.3M35.9M157.4M928.7M

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue2.7BRevenues2026-02-18
netIncome247.1MNetIncomeLoss
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-02-18
Parent/common earnings proxy247.1MNetIncomeLossAvailableToCommonStockholdersBasic2026-02-18
cfo569.3MNetCashProvidedByUsedInOperatingActivities2026-02-18
capex191.6MPaymentsToAcquirePropertyPlantAndEquipment2026-02-18
operatingIncome473.8MOperatingIncomeLoss2026-02-18
assets3.2BAssets2026-02-18
equity1.5BStockholdersEquity
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-02-18
Parent book equity proxy1.5BStockholdersEquity2026-02-18
debt949.2MLongTermDebtAndCapitalLeaseObligationsIncludingCurrentMaturities2026-02-18
shortDebtNot reported under a supported tag
cash716.1MCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents2026-02-18
shares71.9MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-18
dividendsNot reported under a supported tag
buybacks59.6MPaymentsForRepurchaseOfCommonStock2026-02-18
issuanceNot reported under a supported tag