Inventory - Insulet Corp (NASDAQ:PODD)

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Price: 255.18 USD 0.03% Market Closed

Market Cap: $18B

Insulet Corp
Inventory

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Balance Sheet

Insulet Corp
Inventory Peer Comparison

	Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
Insulet Corp NASDAQ:PODD	Inventory $446.3m	CAGR 3-Years 11%	CAGR 5-Years 29%	CAGR 10-Years 42%
Becton Dickinson and Co NYSE:BDX	Inventory $3.9B	CAGR 3-Years 6%	CAGR 5-Years 7%	CAGR 10-Years 7%
Boston Scientific Corp NYSE:BSX	Inventory $2.9B	CAGR 3-Years 18%	CAGR 5-Years 15%	CAGR 10-Years 10%
Stryker Corp NYSE:SYK	Inventory $5.4B	CAGR 3-Years 11%	CAGR 5-Years 9%	CAGR 10-Years 12%
Abbott Laboratories NYSE:ABT	Inventory $6.7B	CAGR 3-Years 3%	CAGR 5-Years 6%	CAGR 10-Years 10%
Intuitive Surgical Inc NASDAQ:ISRG	Inventory $1.8B	CAGR 3-Years 26%	CAGR 5-Years 24%	CAGR 10-Years 27%

Insulet Corp
Glance View

Economic Moat

Narrow

Market Cap

18B USD

Industry

Health Care

Insulet Corporation has carved out a significant niche in the medical device industry, distinguishing itself through its innovative approach to diabetes management. The company is best known for its Omnipod Insulin Management System, a discreet, tubeless insulin pump that provides a solution for individuals with diabetes seeking an alternative to traditional insulin delivery methods. Unlike conventional pumps that require cumbersome tubes and significant patient involvement, the Omnipod system offers ease and convenience, allowing users more freedom and flexibility in their daily lives. The system operates via a small wearable pod that delivers insulin over several days, which users control remotely, removing much of the hassle associated with managing diabetes. Insulet generates revenue by selling these pods and the associated Personal Diabetes Manager (PDM) devices, which together comprise the entire system. Customers typically purchase pods on a recurring basis, similar to a subscription model, which creates a steady stream of revenue for the company. The business model emphasizes continuous growth by expanding its user base and improving its technology to remain at the forefront of patient-centric diabetes care. Insulet's strategic focus on the needs of its users and commitment to refining their health technology has enabled it to build a sustainable business that addresses a critical healthcare challenge while also delivering consistent financial performance.

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Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Insulet Corp
NASDAQ:PODD

Insulet Corp
Inventory

Insulet Corp
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Insulet Corp
Glance View

See Also

What is Insulet Corp's Inventory?

Inventory
446.3m USD

What is Insulet Corp's Inventory growth rate?

Inventory CAGR 10Y
42%

Company

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Stocks

Insulet Corp NASDAQ:PODD

Insulet Corp Inventory

Insulet Corp Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

Insulet Corp Glance View

See Also

What is Insulet Corp's Inventory? Inventory 446.3m USD

What is Insulet Corp's Inventory growth rate? Inventory CAGR 10Y 42%

Company

Help

Tools

Stocks

Insulet Corp
NASDAQ:PODD

Insulet Corp
Inventory

Insulet Corp
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Insulet Corp
Glance View

What is Insulet Corp's Inventory?

Inventory
446.3m USD

What is Insulet Corp's Inventory growth rate?

Inventory CAGR 10Y
42%