With little direct competition in patch pumps, Insulet has been able to convert more users, especially patients on multiple daily injections, to its innovative, tubeless insulin pump. The firm is on the path to meaningful profitability gains.
We see global growth for the insulin pump market, as Type 1 diabetics embrace continuous subcutaneous insulin infusion therapy for its lower rate of long-term diabetes-related complications.
With only one product and low switching costs for customers, Insulet is very vulnerable if larger competitors produce similar or superior tubeless insulin pumps.
|
Metric
|
PODD
|
MDT
|
ABT
|
|---|---|---|---|
Price/Earnings (Normalized) | 61.13 | 14.64 | 23.71 |
Price/Book Value | 15.86 | 2.03 | 4.73 |
Price/Sales | 7.21 | 3.26 | 4.56 |
Price/Cash Flow | 36.40 | 14.42 | 18.91 |
|
Metric
|
PODD
|
MDT
|
ABT
|
|---|---|---|---|
Quick Ratio | 2.36 | 1.46 | 1.16 |
Current Ratio | 3.51 | 2.30 | 1.64 |
Interest Coverage | 6.14 | 8.86 | 10.86 |
|
Metric
|
PODD
|
MDT
|
ABT
|
|---|---|---|---|
Return on Assets (Normalized) | 8.02% | 7.75% | 10.63% |
Return on Equity (Normalized) | 33.45% | 13.75% | 20.87% |
Return on Invested Capital (Normalized) | 10.07% | 9.87% | 14.81% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
ABT
| Abbott Laboratories | Sqngjwsn | Nzmvqg | $182.7 Bil | |
SYK
| Stryker Corp | Qygvtsndlg | Mpxp | $124.6 Bil | |
MDT
| Medtronic PLC | Wtsbdhtls | Qlqmyr | $105.2 Bil | |
BSX
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EW
| Edwards Lifesciences Corp | Llvfdrwqf | Rscfzt | $52.0 Bil | |
DXCM
| DexCom Inc | Dcbwkfdpd | Tlrcz | $51.8 Bil | |
ZBH
| Zimmer Biomet Holdings Inc | Xgwdxjsvh | Mztd | $24.5 Bil | |
ALGN
| Align Technology Inc | Fqkjxwmqk | Sphhnr | $22.7 Bil | |
PHG
| Koninklijke Philips NV ADR | Dmwzxks | Nycvfx | $18.3 Bil |
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