61
Diamond Score
Insulet Corporation
Healthcare · Medical - Devices · $14.2B market cap
Overlooked
Inflection
Strong Foundation
$201.49
Updated 2026-04-11
Discovery Thesis
AI-generated catalyst thesis will be available after transcript analysis. The quantitative signals below highlight why this company appears to be at an inflection point.
Quantitative summary: 2 insiders buying, 6Q earnings beats, deleveraging.
Three-Pillar Score Breakdown
Valuation
△ Priced for Growth
PODD trades at a PEG of 2.91 — the market is pricing in significant future growth.
Inflection Signals
Revenue Acceleration
4Q data
QoQ growth: -0.0477 → 0.1408 → 0.0881 → 0.1097
Margin Expansion
1Q streak
Margins: 0.1561 → 0.1866 → 0.1666 → 0.1867
ROIC Trend
4.2%
0.0212 → 0.0327 → 0.0339 → 0.0419
Insider Buying
2 buys (90d)
Debt Paydown
D/E 0.694
1.274 → 0.969 → 0.745 → 0.694
Relative Strength (6M)
-37.4%
Insider Buying Activity (Last 90 Days)
Earnings Surprise Streak
2026-02-18
+5.4%
$1.55 vs $1.47
2025-11-06
+8.8%
$1.24 vs $1.14
2025-08-07
+27.2%
$1.17 vs $0.92
2025-05-08
+29.1%
$1.02 vs $0.79
Foundation — Business Quality
Revenue Growth (YoY)
30.7%
Overlooked — Why the Market Hasn't Noticed
Analyst Coverage
7 analysts
Below average
Market Cap
$14.2B
Mid-range
ETF Inclusion
Not in top ETFs