Added to YB: 2026-08-26
Pitch date: 2026-08-20
PODD [neutral]
Insulet Corporation
-5.52%
current return
Author Info
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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
$11.1B
Pitch Price
$146.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.91
P/E
37.25
EV/Sales
4.00
Sector
Health Care Equipment and Supplies
Category
growth
5 High-Quality MedTech Stocks, Trading Like Broken Ones - Insulet
PODD (quick overview): High-quality AID play priced like it's broken: ~37% below 200W EMA, P/S-to-growth 0.22 and PEG ~1.05 despite ~100% recurring revenue (Omnipod pods replaced every 3 days) and gross margins expanding 60%→70%. Moat via pharmacy-channel counter-positioning + 90-day switching stickiness. Catalyst: massive untapped Type 2 market (fully closed-loop 510(k) expected 2027, launch 2028+) plus international (Spain entry; #1 new-patient pump in Australia). Key risk: guidance cut (total 21-23% from 22-24%, US 17-19%) driven by weak Type 2 <90-day retention, new tubeless competitors in 2027, and structural dependence on DexCom/Abbott CGMs.
Read full article (2 min)