PODD

Insulet Corp.

Healthcare · $9.2B market cap

Verdict

Share price

$131.69

close of Oct 3, 2026

Fair value

$62.06

Sticker Price

Payback Price

$24.82

buy price

Overpriced

PODD is Overpriced: at $131.69 it trades 112% above its fair value of $62.06. Its buy price (Payback Price) is $24.82, 81% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth—?
Equity per share growth20.1% a year✓
Sales growth23.7% a year✓
Free cash flow growth132.1% a year✓
Return on invested capital11.7%✓

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Insider activity

Since Jun 30, 2026: 1 open-market purchase worth $162K and 4 other filings (stock awards, tax withholding and similar). Why purchases matter

Purchases

Other filings

About Insulet Corp.

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…

Medical - Devices

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works