Insulet Corp. PODD
Strong Medical Devices & Diagnostics sector · Insulet — Omnipod tubeless insulin pumps with recurring disposable-pod revenue.
Insulet Corp. (PODD) is an established Medical Devices & Diagnostics company, graded Strong on FrontierLab's evidence-based quality rubric (data as of 2026-10-05). 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: 20 buy / 13 hold / 0 sell. 1 distinct insider cluster-buyer in the last 90 days. Track record: 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). Median excess vs the S&P was +2.2%.
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 |
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 | 50% of Strong-graded names beat the S&P over 21 sessions (95% CI 33–67%, N=30). | Median excess vs the S&P was +0.9%. |
| ~3 months | 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). | Median excess vs the S&P was +2.2%. |
| ~6 months | building — 46 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
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $9.12B |
|---|---|
| Stage | Established |
| Share issuance (YoY) | -1.8% · flat share count |
| Moat | Narrow |
| TAM | LARGE |
| P/E (trailing) | 24.6 |
| 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
Low reached Sep 30, 2026 · high reached Nov 19, 2025 — by daily close.
| Price | $131.69 (as of 2026-10-02) |
|---|---|
| Last session move | — |
| % off 52-wk high | -62.9% |
| RSI (14) | 36 |
| Relative volume | 1.8× |
Insider activity (90 days)
| Cluster buyers | 1 |
|---|---|
| Sellers | 0 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 9 |
|---|---|
| Buy | 11 |
| Hold | 13 |
| Sell | 0 |
| Strong sell | 0 |
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
Insulet offers affordable growth with strong fundamentals; Q3 2026 earnings announcement scheduled.
- Insulet to Announce Third Quarter 2026 Financial Results on November 4, 2026
- Insulet (NASDAQ:PODD) Offers Affordable Growth With Strong Fundamentals
AI take — daily, AI-generated
AI leans positive
Outstanding 29.4% growth with a PEG of just 0.4 and 71% margins is rare; this is a genuine growth bargain, though 100% sentiment warrants caution on timing.
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.
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Data as of 2026-10-05 08:19 (end-of-day). How grades are computed →