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; and 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. 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.
Financial Outlook | Analyst price targets range from $234 to $266, reflecting confidence in Insulet's trajectory despite debt refinancing challenges |
Leadership Transition | Recent CEO change introduces uncertainty, potentially impacting strategic direction and execution of growth initiatives |
T2 Market Opportunity | Anticipated launch of Insulet's Type 2 diabetes pump could solidify first-mover advantage, despite looming competition from industry giants |
Diabetes Tech Pionee | Insulet leads the tubeless insulin pump market with its Omnipod system, driving strong financial performance and international expansion |
Metrics to compare | PODD | Sector Sector - Average of metrics from a broad group of related Healthcare sector companies | Relationship RelationshipPODDPeersSector | |
---|---|---|---|---|
P/E Ratio | 57.0x | −3.3x | −0.5x | |
PEG Ratio | 0.84 | −0.15 | 0.00 | |
Price / Book | 17.2x | 2.5x | 2.6x | |
Price / LTM Sales | 10.4x | 3.2x | 3.0x | |
Upside (Analyst Target) | 1.6% | 60.9% | 54.1% | |
Fair Value Upside | Unlock | −3.0% | 8.7% | Unlock |