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Insulet Corporation ( we or the Company ) is primarily engaged in the development, manufacture, and sale of its proprietary continuous insulin delivery systems for people with insulin-dependent diabetes. The Omnipod platform includes: the Omnipod 5 Automated Insulin Delivery System ( Omnipod 5 ), the Omnipod DASH Insulin Management System ( Omnipod DASH ), and the Omnipod Insulin Management Sys…
$164.06
$0.37 (-0.23%)
EOD Jul 17, 2026
17.50% operating margin is respectable but not wide. ROIC at 14.69%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue up 30.7% YoY with margins expanding 2.6pp.
At 38x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
38.3x earnings, 27.7x FCF. Not cheap, the quality is already reflected in the price. Upside from here requires either margin expansion or growth re-acceleration, not just continuation.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$2.90B
▲ +30.7% YoY
Net Income (TTM)
$303M
▼ -40.9% YoY
Op. Margin
17.51%
▲ +2.6pp YoY
ROIC
16.17%
▲ +4.7pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$416M
▲ +23.7% YoY
Op. Cash Flow (TTM)
$619M
▲ +32.3% YoY
Net Debt
$471M
Cash & Equiv.
$480M
5Y CAGR: +24.5%
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At a P/E of 38.3 and a price-to-free-cash-flow of 27.7, Insulet (PODD) trades below a two-stage DCF intrinsic value of about $292.20 per share, so at $164.06 the stock looks undervalued (78.1% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Insulet scores 76/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $292.20 per share for PODD, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $219.15. At today's $164.06, that puts the stock about 78.1% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Insulet scores 76 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 17.5% operating margin and a 16.2% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. PODD currently trades below its estimated intrinsic value and scores 76/100 on quality (solid). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.