Added to YB: 2026-06-04
Pitch date: 2026-06-03
PODD [bullish]
Insulet Corporation
Author Info
No bio for this author
Company Info
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.
Market Cap
$9.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.95
P/E
33.20
EV/Sales
3.58
Sector
Health Care Equipment and Supplies
Category
growth
PODD's Omnipod Franchise Remains One of MedTech's Best Businesses
PODD: Tubeless insulin pump leader -60% from highs near 52-wk low (~$142) on device-recall scare. Razor/blade pharmacy-dispensed model; FY25 rev +31%, Q1'26 +34%. Q1 FCF ~$90M, $300M buyback. ~22.8x fwd P/E vs 25%+ EPS growth (~1x PEG), 3.4x EV/sales vs 6-10x historical. Risks: 2 voluntary pod corrections (~$30M), GM -240bps, lawsuits, GLP-1/comp. Long.
Read full article (2 min)