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Insulet Corporation (PODD)

Healthcare Out of favour

Insulet makes the Omnipod, a clever, tubeless wearable device that automatically delivers insulin to people living with diabetes.

$165.35

Is Insulet Corporation a good stock for a UK beginner?

The honest version: Insulet makes the Omnipod, a clever, tubeless wearable device that automatically delivers insulin to people living with diabetes.

No rating · no target price · nothing for sale here
Price-16.2%
Priced in USD - as a UK investor your £ return also moves with the pound-to-dollar exchange rate, on top of the share price itself.
52-week range-41% past year
$165.35
Low $138.79High $354.88
Where today's price sits versus its past year - context, not a signal.
If you had put $1,000 into Insulet Corporation
$838-16%

Over about 2 years to 2026-07-31. This is the share price only; any dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.

Market cap: The company's total value on the stock market - share price times the number of shares. Big = 'large-cap', small = 'small-cap'.
$11.45B
Avg volume: How many shares change hands on a typical day. Higher means it's easy to buy or exit without moving the price.
1.55M
Day range: The lowest and highest price the shares traded at during the latest day.
$162.43 – $168.36
52-week range: The lowest and highest the shares have traded over the past year - a sense of how wide the swings have been.
$138.79 – $354.88
P/E ratio: Price-to-earnings: the share price divided by yearly profit per share. Lower can mean cheaper; higher often means investors expect fast growth.
38.7
Dividend yield: The yearly dividend as a percentage of the share price - roughly the income you'd earn from dividends alone.
0.0%
Beta: How bumpy the share price is versus the whole market. Above 1 swings more than the market; below 1 is calmer. It's about the ride, not whether it goes up or down.
1.11
How bumpy is it?Beta: How bumpy the share price is versus the whole market. Above 1 swings more than the market; below 1 is calmer. It's about the ride, not whether it goes up or down. 1.11
Calm
Wild
Roughly in step with the market

Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.

Why has it been moving?▼ -1% past week · ▼ -41% past year

Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.

The bull case

Becoming the standard of care for insulin delivery globally

The bear case

Technological disruption making pods obsolete

What does Insulet Corporation do?

Insulet simplifies life for people with diabetes by replacing traditional, bulky insulin pumps with a small, waterproof pod that sticks to the skin and is controlled by a smartphone. Those disposable pods, which need replacing every few days, are what pay the bills and keep customers coming back. What really matters here is whether they can keep expanding their user base while fending off competition from other medical tech giants.

VQGMI
Factor profile

On our factor screen it looks strongest on growth and quality, and weakest on income.

Value: How cheap the stock looks versus profits, sales and assets (higher = cheaper). 34Quality: How profitable and financially healthy the company is (higher = stronger). 60Growth: How fast revenue and earnings are growing (higher = faster). 89Momentum: How the share price has been trending recently (higher = stronger recent run). 20Income: The dividend income on offer and how sustainable it looks (higher = more/steadier). 16
Quick checks
What's strong
  • Growth screens high (89/100)
  • High profit margins on each pod sold
  • Strong, recurring revenue from repeat pod purchases
  • Innovative technology that improves quality of life for patients
What to watch
  • Momentum screens low (20/100)
  • Income screens low (16/100)
  • Heavy reliance on a single core product line
  • Intense competition from established medical device companies
  • Potential changes to healthcare reimbursement policies

What do Insulet Corporation's numbers mean?

P/E
38.0
This shows how much you are paying for every pound of the company's current profit; a higher number often suggests investors expect big growth ahead.
Gross margin
71.0%
This tells us that for every pound of sales, the company keeps 71 pence after paying for the direct costs of making their pods, which is a very healthy sign of efficiency.
Revenue growth
33.9%
This measures how quickly the company's total sales are increasing compared to last year, showing strong demand for their technology.
Beta
1.1
This indicates the share price tends to move slightly more than the wider stock market, making it a bit more of a bumpy ride.

How much money does Insulet Corporation make?

Revenue and profit by quarter, and how much of each sale turns into profit.

RevenueNet income
$0$195.95M$391.90M$587.85M$783.80MQ1 25Q2 25Q3 25Q4 25Q1 26
Gross margin
71.0%
Net margin
10.4%
Return on equity
23.0%

Does Insulet Corporation pay a dividend?

No - Insulet Corporation doesn't currently pay a dividend, so the whole return would rest on the share price. Plenty of growing companies reinvest their profits instead of paying them out - neither approach is better or worse, they're just different.

When does Insulet Corporation report earnings, and how did recent quarters go?

Insulet Corporation is next scheduled to report on about 2026-08-05 - dates can move, and we don't predict results; this just tells you when to look.

Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.

ReportedExpected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number.Actual EPSvs expected
2026-05-06$1.19$1.42Beat +19%
2026-02-18$1.46$1.55Beat +6%
2025-11-06$1.15$1.24Beat +8%
2025-08-07$0.92$1.17Beat +27%
2025-05-08$0.79$1.02Beat +30%
2025-02-20$1.02$1.15Beat +13%

Across the last 6 quarters here, Insulet Corporation came in ahead of what analysts expected 6 times. One quarter is noise, not a trend.

See who else reports over the next two weeks →

Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.

More in Healthcare

Eli LillyWest Pharmaceutical Services, Inc.Incyte CorporationThe Cigna GroupZimmer Biomet Holdings, Inc.Moderna, Inc.Gilead Sciences, Inc.Regeneron Pharmaceuticals, Inc.

What are the scenarios for Insulet Corporation?

An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.

$350$165$116today · $165▲ Bull · $186• Base · $165▼ Bear · $141in 1 yearILLUSTRATIVE · NOT A PREDICTION OR PRICE TARGET
Bull
+10% to +15%Stronger than expected adoption of new pod models
Base
-5% to +5%Steady growth in line with current market trends
Bear
-10% to -20%Supply chain hiccups or slower patient sign-ups

What are the pros and cons of Insulet Corporation?

3bull points
6bear points

How many points the write-up makes each way — a balance check, not a score or verdict.

The bull case3
  • High profit margins on each pod sold
  • Strong, recurring revenue from repeat pod purchases
  • Innovative technology that improves quality of life for patients
The catch3
  • No dividend payments for shareholders
  • High valuation compared to traditional companies
  • Significant share price volatility over the last year
Key risks3
  • Heavy reliance on a single core product line
  • Intense competition from established medical device companies
  • Potential changes to healthcare reimbursement policies
What would flip the thesis

The write-up's own warning lights — if these start happening, the case above changes.

Confidence: medium · data: USD · flags: none · Charts by TradingView Lightweight Charts™
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Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →

This plain-English summary was auto-generated on 2026-08-01 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.

Figures as of 2026-08-01. Prices may be delayed and numbers can go stale - always double-check before acting.