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PODD

๐Ÿฅ Healthcare

Insulet Corporation

Conservative #426Aggressive #120Moderate RiskMLโ†‘ 23pt
$246.61-1.94%
Day High$252.63
Day Low$245.66
Volume1.0M
Mkt Cap$17.4B
52W Low $23052W High $355
Market Cap
$17.4B
P/E Ratio
71.0
Sector avg: 41.9
Rev Growth
22.1%
Sector avg: 161.5%
Earnings Growth
102.8%
Profit Margin
20.2%
Sector avg: -3292.7%
Debt/Equity
1.15

Why This Score

PODD scores 57.4 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 34.5% exceeds the 15% quality threshold.
  • High net margin of 20.2%, indicating pricing power and operational efficiency.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Elevated valuation at 71.0x earnings โ€” requires sustained growth to justify the premium.
  • Above-average volatility (11.8%) may not suit conservative risk tolerance.
  • Elevated leverage (D/E 1.15) increases financial risk in a rising-rate environment.

Moderate penalties (-3.4 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score57.4
Fundamental Score49.3
ML Score87.0

Score by Horizon

3 Month
78.7
6 Month
88.0
Primary
1 Year
92.6

Quality Assessment

A
Quality Grade
Excellent quality โ€” strong profitability, low leverage, no flags

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
50
Basing
Sentiment (2.5%)
58
Neutral
Analyst (6.4%)
67
Favorable
Tradability (post-hoc)
92
Grade A
Base
56.8
SHAP
+2.2
Factors
+1.8
Divergence
-3.4
Final
57.4
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

63AVG
Value40
Quality85
Growth90
Stability60
Investment40

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)66.0
Technical (Momentum, Weinstein, Volatility)46.0
External (Sentiment, Analyst, Macro)81.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+3.6% to +8.5%
Medium-term
+6.0% to +13.5%
Long-term
+9.4% to +19.5%

ML Model Core Features100 trained inputs โ†’ ML Score: 87

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score66.8/100
Target Upside+44.3%
Coverage49 analysts
Market Sentiment
Sentiment Score58.0/100
News Volume1 articles
Technical Stage
Weinstein Stage1 โ€” Basing
12M Momentum-0.1%
6M Momentum-0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+17.7%
Momentum ConsistencyModerate (0.38)
Relative Strength vs Sector-35.3%
Trend Strength (ADX Proxy)Weak (0.9)
Momentum Quality-0.077
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P71
Revenue growth vs Healthcare peers
Sector PE Rank
P6
Valuation vs Healthcare peers
Sector FCF Rank
P74
Free cash flow vs Healthcare peers
Growth Deviation
+0.0ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 49 relative to sector peers49/100
Machine learning ensemble ranks this stock at the 87th percentileP87
Blended score: 80% fundamental (49) + 20% ML (87) = 56.856.8
Risk assessment: low. Low vol 0.1%; Drawdown 29% โ†’ 0.0ptLow
Earnings quality grade A: strong earnings quality and financial health. Score adjusted by 0 pointsGrade A
SHAP feature alignment: +2.2pt (features align with model priorities)SHAP
Divergence penalty: -3.4pt (ML 38pt higher)Divergence
Risk Factors

No risk factors identified.

Sector Peer Comparison(Healthcare โ€” Rank #56 of 344 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
PODD57.471.022.1%20.2%$17.4B
INCY89.915.821.2%25.0%$20.2B
GMAB86.113.122.8%36.4%$18.1B
CPRX83.713.723.5%37.6%$2.9B
ASND78.316.698.0%-31.7%$14.0B
EXEL78.315.17.0%33.7%$11.9B
VRTX78.232.18.9%32.9%$125.2B
NBIX75.126.521.4%16.7%$13.3B
RPRX75.025.15.1%32.4%$19.8B
HOLX74.831.11.7%13.8%$16.8B
AMGN74.226.010.0%21.0%$210.2B
ARGX73.735.178.6%38.0%$48.0B
REGN73.019.41.0%31.4%$81.3B
ALKS72.916.5-6.4%23.9%$5.0B
ISRG72.761.720.5%28.4%$177.8B
KRYS71.541.4473.0%30.7%$8.0B
Sector Average36.641.9161.5%-3292.7%โ€”

Company Overviewvia FMP

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.

CEO
Ashley A. McEvoy
Employees
3,900
Beta
1.42
Industry
Medical - Devices
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
53.0
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-30.5%
High: $354.88
From 52W Low
+7.2%
Low: $230.05
Moving Averages
10-Day
$247.90
Below
20-Day
$248.40
Below
50-Day
$269.40
Below
200-Day
$303.70
Below
60-Day Support
$237.02
60-Day Resistance
$317.34
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 1 โ€” BasingScore: 32/100

Stock is building a base after a decline. The 200-day moving average is flattening. Watch for a breakout above the 200-day SMA on increased volume.

Monitor for breakout above 200-day SMA on volume
Price vs 200 SMA
-18.8%
200 SMA Slope (60d)
+1.2%
Flattening
Volume Ratio
1.35x
10d avg vs 50d avg
Days in Stage
56
Confidence: 70%
Recent Gap Up

Entry & Exit Zones

Below Entry Zone
$223.01
Stop Entry Now Target
$365.53
Entry Zone
$297.63 โ€“ $309.77
Near SMA200 base ($297.63โ€“$309.77)
Exit Target
$354.88
Prior high / breakout target ($354.88)
Stop Level
$229.91
60-day low ($229.91)
Risk / Reward:1 : 0.69Tight

Stage 1 base-building โ€” stock is consolidating above long-term support. Entry near SMA200 offers a defined risk level. Wait for volume confirmation before sizing up.

Technical zones only โ€” derived from moving averages and price structure. Not financial advice. Past technical patterns do not guarantee future performance.

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$784M$706M$649M$569M
Gross Profit$569M$510M$452M$409M
Operating Income$146M$118M$121M$89M
Net Income$102M$88M$23M$35M
EPS (Diluted)$1.44$1.24$0.32$0.50
Gross Margin72.5%72.2%69.7%71.9%
Operating Margin18.7%16.7%18.7%15.6%
Net Margin13.0%12.4%3.5%6.2%

Why This Stock

HealthcareRevenue growth 22.1%Profit margin 20.2%Earnings quality grade A

Tradability FilterGrade A โ€” 92/100Score impact: -8.7pt

Volume
94
850K avg/day
Dollar Vol
100
$212M/day
Float
88
70M shares
Mkt Cap
84
$17.4B
Range
87
54% spread
Composite Liquidity Score92/100
FDCBA

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
99.6%
Outstanding Shares
70M
Bid-Ask Spread
54.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.