A research filter, not a predictor — not financial advice. Grades rank growth stocks on evidence-based quality signals from end-of-day data; they are not buy/sell calls or price forecasts. Always do your own research.

Insulet Corp. PODD

Strong Medical Devices & Diagnostics sector · Insulet — Omnipod tubeless insulin pumps with recurring disposable-pod revenue.

🗓 Reports earnings in 75 days (2026-11-05) — calendar context, not a prediction.

Insulet Corp. (PODD) is an established Medical Devices & Diagnostics company, graded Strong on FrontierLab's evidence-based quality rubric (data as of 2026-08-21). Revenue grew 29.4% year-over-year at a 71.1% gross margin. Gross-profits-to-assets is 0.69; Rule of 40 is 46.3. Net share issuance -1.8% YoY (flat share count). No risk flags are currently noted. Analyst mix: 27 buy / 6 hold / 0 sell. 2 distinct insider cluster-buyers in the last 90 days.

These sentences are generated from the day's data by deterministic templates.

Key quality signals

Revenue growth (YoY)	29.4%
Gross margin	71.1%
Gross profits / assets	0.69
Rule of 40	46.3
Net margin	16.9%
Cash runway (months)	—
PEG	0.4
Price / sales	3.3

Quality checklist

Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.

✓ Revenue growth — 29.4% (pass ≥ 20%)
✓ Gross profits / assets — 0.69 (pass ≥ 0.33)
· Rule of 40 — 46.3 (context — graded for software only)
✓ Gross margin — 71.1% (pass ≥ 60% · Medical Devices & Diagnostics)
✓ Cash generation
✓ Share dilution — -1.8%
~ Competitive moat — Narrow
✓ Market size (TAM) — Large

Grade history

Graded Strong since 2026-06-17 — no grade changes recorded yet.

How have Strong-graded names performed?

The forward returns of all Strong-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.

Window	Forward record vs the S&P	Median
~1 month	59% of Strong-graded names beat the S&P over 21 sessions (95% CI 41–74%, N=29).	Median excess vs the S&P was +4.2%.
~3 months	building — 13 more sessions needed
~6 months	building — 76 more sessions needed

Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →

How it compares

Revenue growth: higher than most Medical Devices & Diagnostics peers (N=7)

Gross profits / assets: higher than most Medical Devices & Diagnostics peers (N=7)

Gross margin: higher than most Medical Devices & Diagnostics peers (N=7)

Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.

Fundamentals

Market cap	$10.17B
Stage	Established
Share issuance (YoY)	-1.8% · flat share count
Moat	Narrow
TAM	LARGE
P/E (trailing)	27.5
EPS (trailing)	$5.35
Burn multiple	—
Gross-margin trend (pts)	0.4
Cash / assets	0.17
Accruals (%)	-4.1%
Net debt / EBITDA	0.6
Statements as of	Q2 FY2026 · filed 2026-08-05

Momentum context — describes the past, not a signal

52-week range

$126.4$354.88

Low reached Aug 5, 2026 · high reached Sep 9, 2025 — by daily close.

Price	$146.87 (as of 2026-08-20)
Last session move	—
% off 52-wk high	-58.6%
RSI (14)	46
Relative volume	0.7×

Positive signals

Insider cluster buying — 2 insiders bought on the open market in the last 90 days (the one insider pattern with robust positive evidence).

Insider activity (90 days)

Cluster buyers	2
Sellers	1

Insider selling is routine diversification, not a bearish signal.

Analyst mix

Strong buy	12
Buy	15
Hold	6
Sell	0
Strong sell	0

▼ Analyst view softening — net -3 buy ratings, coverage 35→33 analysts over ~4 weeks (per aggregated analyst ratings)

Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.

AI take — daily, AI-generated

AI leans positive

Fastest grower (29.4%) with a 0.4 PEG, strong margins, and no red flags—this is the rare high-growth, reasonably-valued pick in the group.

Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.

Similar Medical Devices & Diagnostics names

Intuitive Surgical, Inc.Edwards Lifesciences CorporationIDEXX Laboratories, Inc.Boston Scientific CorporationDexCom, Inc.Stryker Corporation

← All Medical Devices & Diagnostics names · Open PODD in the interactive screener →

Data as of 2026-08-21 08:12 (end-of-day). How grades are computed →