Insulet Corporation

Insulet Corporation

PODDยทNASDAQ

$145.31

+1.4%
HealthcareMedical - Devices

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. It offers Omnipod System, a self-adhesive disposable tubeless Omnipod device that is worn on the body for up to three days at a time, as well as its wireless companion, the handheld personal diabetes manager. The company sells its products primarily through independent distributors and pharmacy channels, as well as directly in the United States, Canada, Europe, the Middle East, and Australia. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

At a Glance

Live Snapshot
Market Cap$10.06B
EPS3.5100
P/E Ratio41.40
Earnings Date08/06/2026
Insulet Corporation

Insulet Corporation Fair Value Envelope

PODD ยท NASDAQ

Our analysis suggests that PODD has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $145.31, this represents a potential HIDDEN relative to our calculated worth for Insulet Corporation.

Intrinsic Value
Current Price: $145.31

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$47.1B
+ Cash & Equivalents$716.1M
Firm Value$47.8B
- Debt$1.1B
Equity Value$46.7B
/ Shares Outstanding70,346,898B
DCF Value$664
UNDERVALUED BY 357%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$704.1M
$870.8M
$1.1B
$1.3B
$1.6B
$2.0B
$2.5B
$3.1B
$3.9B
$4.8B
Maintenance CapEx
-$47.4M
-$58.6M
-$72.5M
-$89.6M
-$110.9M
-$137.1M
-$169.6M
-$209.7M
-$259.4M
-$320.8M
Owner Earnings
$656.7M
$812.1M
$1.0B
$1.2B
$1.5B
$1.9B
$2.3B
$2.9B
$3.6B
$4.4B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$608.0M
$696.3M
$797.3M
$913.1M
$1.0B
$1.2B
$1.4B
$1.6B
$1.8B
$2.1B
Terminal Value represents 74.4% of Enterprise Value