Insulet (PODD)
Healthcare · NASDAQ · US
Price as at 30 Sept 2026, 23:43 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Insulet trades at $130.47, which is 26% below the $164.39 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 73 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 37.8 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
PODD earnings and analyst estimates
Recommendation mix, 25 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Insulet
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System. It also provides pods for Amgen for use in the Neulasta Onpro kit, which is a delivery system to help reduce the risk of infection after intense chemotherapy. The company sells its products to end-users through the pharmacy channel; and independent distributors. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
PODD passes 4 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
16 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$373.79M · 0.1% of book
- Baillie Gifford, BAILLIE GIFFORD & CO$310.94M · 0.3% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$289.84M · 0.2% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$223.97M · 0.1% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$131.76M · 0.1% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in PODD
We hold 12 disclosed trades in PODD by members of Congress and executive-branch officials. The latest 5:
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 18 Aug 2026 · disclosed 10 Sept 2026
- Donald J Trump · Executive branchBuy · $1,001 - $15,000 · traded 23 Jun 2026 · disclosed 22 Aug 2026
- Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 3 Jun 2026 · disclosed 22 Aug 2026
- Donald J Trump · Executive branchBuy · $50,001 - $100,000 · traded 22 May 2026 · disclosed 1 Jul 2026
- Donald J Trump · Executive branchSell · $1,001 - $15,000 · traded 18 May 2026 · disclosed 1 Jul 2026
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
PODD peers
The largest companies in the same industry, then in the same sector.
- NOVO-B.CO Novo Nordisk
- LLY Eli Lilly and Company
- JNJ Johnson & Johnson
- ABBV AbbVie Inc.
- MRK Merck & Co., Inc.
- UNH UnitedHealth Group Incorporated
- NVSEF Novartis AG
- AZN AstraZeneca (ADR)
Every healthcare company we cover is on the Healthcare hub.
Common questions
Is Insulet (PODD) undervalued?
Against our fair value estimate of $164.39, PODD at $130.47 is 26% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own PODD?
16 of the institutions we track reported a position in PODD in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is PODD's P/E ratio?
PODD trades at 37.8 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its PODD data?
Fundamentals for PODD come from company filings and exchange data, as listed on NASDAQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 30 Sept 2026, 23:43 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for PODD, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.