Following a voluntary recall of some Omnipod 5s in March, Insulet issued a more expansive voluntary recall on May 26. Management maintained its full-year outlook, but shares nonetheless fell roughly 6% on the news.
Rumblings that Medicare's competitive bidding program for durable medical equipment distributors will include insulin pumps could boost Insulet, as its pumps are distributed through the pharmacy channel.
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
|
DXCM
|
MDT
|
|---|---|---|---|
Price/Earnings (Normalized) | 28.16 | 32.86 | 14.75 |
Price/Book Value | 8.06 | 10.00 | 2.11 |
Price/Sales | 3.70 | 6.39 | 2.86 |
Price/Cash Flow | 17.62 | 21.02 | 11.87 |
|
Metric
|
PODD
|
DXCM
|
MDT
|
|---|---|---|---|
Quick Ratio | 1.49 | 1.58 | 1.55 |
Current Ratio | 2.49 | 1.95 | 2.54 |
Interest Coverage | 6.79 | 66.86 | 8.80 |
|
Metric
|
PODD
|
DXCM
|
MDT
|
|---|---|---|---|
Return on Assets (Normalized) | 11.75% | 13.27% | — |
Return on Equity (Normalized) | 27.21% | 34.54% | — |
Return on Invested Capital (Normalized) | 15.65% | 17.86% | — |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
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Economic Moat
|
Market Cap
|
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ABT
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SYK
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MDT
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BSX
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EW
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DXCM
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GEHC
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STE
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ZBH
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United States