Top line accelerating.
+30.7% YoY versus +22.1% prior. 3y CAGR +27.5%.
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Healthcare · Market Cap: $10.4B
Fundamentals as of 2026-03-31
The Question
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
1 of 2 legendary models say BUY PODD — but Charlie Munger disagrees.
What would legendary investors pay for PODD?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — Insulet Corporation's 23.3% ROE ranks above the S&P 500 median, and D/E 1.29 stays within healthy bounds.
Financial story
Yes — Insulet Corporation's 23.3% ROE shows strong capital efficiency, and its 1.29 debt-to-equity stays within healthy bounds.
Bottom line: PODD is rated BUY by all 2 legendary models, 33% below avg fair value $222, but earns a C sector grade (56/100) in Healthcare. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
+30.7% YoY versus +22.1% prior. 3y CAGR +27.5%.
+30.7%Net margin 9.1% versus 20.2% prior (−11.1pp). Operating 17.5%.
9.1%P/E 35.6x — 51% below the 5y median of 73.1x. Forward 22.5x hints at EPS expansion next year.
35.6xAverage fair value across qualifying models: $222. See the per-investor fair-value table in the valuation tab.
PODD trades at 35.9x earnings. Sector context and per-investor signals are in the valuation tab.
PODD and BMRN differ on P/E, ROE, and revenue growth. See the full PODD vs BMRN compare matrix.
Buffett and Munger evaluate PODD against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
PODD's P/E ratio is 35.9x. 5-year P/E history is in the financials tab.
1 of 2 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
See exactly where PODD ranks
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Sign in to see the rankingPODD sits at #30 in Healthcare with a C grade (56/100).
How does PODD compare?