# PODD · Insulet Corp

Snapshot 2026-10-26 · CIK 0001145197 · Nasdaq · Surgical & Medical Instruments & Apparatus

Price 149.01 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 10.33 B

Machine-readable: https://theclaudetrader.com/s/PODD.json · index: https://theclaudetrader.com/llms.txt

## Scores

### Graham Defensive: 47.0 (partial: 5) · complete: False · missing tests: 5 · current inputs as of 2025-12-31 · stale inputs: Revenue · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 20, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham
- 1 Adequate size: 2.71 revenue $B · threshold >= 1 · points 5.0/5
- 2a Current ratio: 2.48  · threshold >= 2.0 · points 15.0/15
- 2b Long-term debt vs working capital: 0.84 LTD / WC · threshold <= 1.0 · points 15.0/15
- 3 Positive earnings each of 10 years: 8 of 10  · threshold 10 of 10 · points 12.0/15
- 4 Dividends every year for 20 years: 0 of 20  · threshold 20 of 20 · points 0.0/15
- 5 EPS growth, 3-yr avg now vs 10 yrs ago: None  · threshold >= +33% · points None/10
- 6 P/E on 3-year average EPS: 36.6  · threshold <= 15 · points 0.0/15
- 7 P/B <= 1.5, or P/E x P/B <= 22.5: P/B 7.27, product 266.3  · threshold <= 1.5 or <= 22.5 · points 0.0/10

Inputs:
  - Price (close, per traded unit): 149.01 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - Revenue: 2708100000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - current_assets: 1849100000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - current_liabilities: 744200000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - lt_debt: 929500000.0 · 2026-06-30 · SEC XBRL LongTermDebtAndCapitalLeaseObligations · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - equity: 1422200000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - Net income FY2016: -28879000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519719000003/ · unverified
  - Net income FY2017: -26800000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519720000004/ · unverified
  - Net income FY2018: 3300000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519721000009/ · unverified
  - Net income FY2019: 11600000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519722000012/ · unverified
  - Net income FY2020: 6800000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519723000020/ · unverified
  - Net income FY2021: 16800000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified
  - Net income FY2022: 4600000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/ · unverified
  - Net income FY2023: 206300000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Net income FY2024: 418300000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Net income FY2025: 247100000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Dividend years (Yahoo): [] ·  · Yahoo Finance dividend history · https://finance.yahoo.com/quote/PODD/history?filter=div · unverified
  - EPS diluted FY2016: -0.48 · 2016-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1145197/000114519719000003/ · unverified
  - EPS diluted FY2023: 2.94 · 2023-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - EPS diluted FY2024: 5.78 · 2024-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - EPS diluted FY2025: 3.48 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Shares outstanding: 69354199.0 · 2026-07-29 · SEC cover page 10-Q 0001145197-26-000169 (69,354,199 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/podd-20260630.htm · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/R1.htm

### Magic Formula: — (insufficient data (no fresh property, plant and equipment (PropertyPlantAndEquipmentNet) reported)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula

### Momentum: 9.6 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum
-  12-1 month return: -57.8 % · threshold  · points 0.3/50
-  6 month return: -22.5 % · threshold  · points 1.7/20
-  Price / 52-week high: 0.43  · threshold  · points 6.5/15
-  Volatility penalty (60d annualised): 56.7 % · threshold  · points 1.1/15

Inputs:
  - Adjusted close series (14 months): 149.01 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · 

### Insider: 48.1 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider
-  Open-market buy value / market cap (percentile among buyers): 0.16 bp · threshold  · points 19.6/35
-  Distinct buyers: 1  · threshold  · points 6.2/25
-  Buyer seniority: 1.0  · threshold  · points 20.0/20
-  Recency (half-life 30d): 0.22  · threshold  · points 2.2/10
-  Sales penalty (excludes 10b5-1 plan sales): 0.0 bp · threshold  · points -0.0/0

Inputs:
  - Form 4 P McEvoy Ashley 2026-08-21: 162217.0 · 2026-08-21 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000172/

### Buffett Quality: 49.5 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 47, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett
- 1 Average return on equity (net income / year-end equity): 12.6% over 8 yrs  · threshold >= 15% · points 16.5/25
- 2 Profitable every year: 8 of 10  · threshold all years · points 12.0/15
- 3 Net income growth, 3-yr average now vs start of window: base or latest average not positive  · threshold >= +10% · points 0.0/10
- 4 Borrowings / 3-yr average earnings (years to repay): 3.3 years · threshold <= 4 · points 15.0/15
- 5 Operating margin, 5-yr average: 11.9%  · threshold >= 20% · points 3.3/10
- 6 Free cash flow / net income, 5-yr (operating cash flow minus capex): 0.64  · threshold >= 1.0 · points 2.7/10
- 7 Owner-earnings yield (3-yr avg free cash flow / market cap): 2.4%  · threshold >= 7% · points 0.0/15

Inputs:
  - Price (close, per traded unit): 149.01 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - Net income FY2018: 3300000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519721000009/ · unverified
  - Equity at FY2018 end: 212100000.0 · 2018-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519722000012/ · unverified
  - Net income FY2019: 11600000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519722000012/ · unverified
  - Equity at FY2019 end: 75900000.0 · 2019-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519723000020/ · unverified
  - Net income FY2020: 6800000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519723000020/ · unverified
  - Equity at FY2020 end: 603600000.0 · 2020-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified
  - Net income FY2021: 16800000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified
  - Equity at FY2021 end: 556300000.0 · 2021-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/ · unverified
  - Net income FY2022: 4600000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/ · unverified
  - Equity at FY2022 end: 476400000.0 · 2022-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Net income FY2023: 206300000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Equity at FY2023 end: 732700000.0 · 2023-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Net income FY2024: 418300000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Equity at FY2024 end: 1211600000.0 · 2024-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - Net income FY2025: 247100000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Equity at FY2025 end: 1515200000.0 · 2025-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - Net income FY2016: -28879000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519719000003/ · unverified
  - Net income FY2017: -26800000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519720000004/ · unverified
  - Net income FY2018: 3300000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519721000009/ · unverified
  - Net income FY2019: 11600000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519722000012/ · unverified
  - Net income FY2020: 6800000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519723000020/ · unverified
  - Net income FY2021: 16800000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified
  - Net income FY2022: 4600000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/ · unverified
  - Net income FY2023: 206300000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Net income FY2024: 418300000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Net income FY2025: 247100000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - debt_incl_current: 948400000.0 · 2026-06-30 · SEC XBRL LongTermDebtAndCapitalLeaseObligationsIncludingCurrentMaturities · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - Operating income FY2021: 126000000.0 · 2021-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified
  - Revenue FY2021: 1098800000.0 · 2021-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified
  - Operating income FY2022: 37600000.0 · 2022-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/ · unverified
  - Revenue FY2022: 1305300000.0 · 2022-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/ · unverified
  - Operating income FY2023: 220100000.0 · 2023-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Revenue FY2023: 1697100000.0 · 2023-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Operating income FY2024: 308900000.0 · 2024-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Revenue FY2024: 2071600000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Operating income FY2025: 473800000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Revenue FY2025: 2708100000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Operating cash flow FY2021: -68100000.0 · 2021-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified
  - Capital expenditure FY2021: 111900000.0 · 2021-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified

### Lynch GARP: 57.5 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 5, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch
- 1 PEG: P/E divided by 5-yr EPS growth (in % points): 0.41  · threshold <= 1.0 · points 30.0/30
- 2 EPS growth, 5-yr compound rate: +103.4% a year  · threshold 12% to 35% a year · points 0.0/20
- 3 P/E on latest annual EPS: 42.8  · threshold <= 25 · points 0.0/10
- 4 Borrowings / equity: 0.67  · threshold <= 0.5 · points 12.5/15
- 5 Years of the last 5 in which EPS rose: 3 of 5  · threshold 5 of 5 · points 9.0/15
- 6 Net cash (cash minus borrowings) / market cap: -4.0%  · threshold >= +10% · points 6.0/10

Inputs:
  - Price (close, per traded unit): 149.01 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - EPS diluted FY2025: 3.48 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - EPS diluted FY2020: 0.1 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1145197/000114519723000020/ · unverified
  - debt_incl_current: 948400000.0 · 2026-06-30 · SEC XBRL LongTermDebtAndCapitalLeaseObligationsIncludingCurrentMaturities · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - equity: 1422200000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - cash: 534900000.0 · 2026-06-30 · SEC XBRL CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified

### Graham Enterprising: 55.0 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 12, 'not_cross_checked': 3} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising
- 1 Current ratio: 2.48  · threshold >= 1.5 · points 15.0/15
- 2 Borrowings vs working capital: 0.86 x · threshold <= 1.1x · points 15.0/15
- 3 No earnings deficit in the last 5 years: 5 of 5 profitable  · threshold 5 of 5 · points 15.0/15
- 4 Pays a current dividend: no  · threshold yes · points 0.0/10
- 5 EPS higher than five years earlier: 0.10 -> 3.48  · threshold higher · points 10.0/10
- 6 Price / book value per share: 7.27  · threshold <= 1.2 · points 0.0/20
- 7 Price / net current asset value per share (current assets minus all liabilities): 97.31  · threshold <= 0.67 · points 0.0/15

Inputs:
  - Price (close, per traded unit): 149.01 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1
  - current_assets: 1849100000.0 · 2026-06-30 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - current_liabilities: 744200000.0 · 2026-06-30 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - debt_incl_current: 948400000.0 · 2026-06-30 · SEC XBRL LongTermDebtAndCapitalLeaseObligationsIncludingCurrentMaturities · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - Net income FY2021: 16800000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/ · unverified
  - Net income FY2022: 4600000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/ · unverified
  - Net income FY2023: 206300000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Net income FY2024: 418300000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Net income FY2025: 247100000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - Dividend years (Yahoo): [] ·  · Yahoo Finance dividend history · https://finance.yahoo.com/quote/PODD/history?filter=div
  - EPS diluted FY2025: 3.48 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - EPS diluted FY2020: 0.1 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1145197/000114519723000020/ · unverified
  - equity: 1422200000.0 · 2026-06-30 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - Shares outstanding: 69354199.0 · 2026-07-29 · SEC cover page 10-Q 0001145197-26-000169 (69,354,199 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/podd-20260630.htm · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/R1.htm
  - liabilities: 1742900000.0 · 2026-06-30 · SEC XBRL Liabilities · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified

### Piotroski F-Score: 77.8 (ok) · complete: True · missing tests: none · current inputs as of None · stale inputs: none · history 2024–2026 · price None · verification {'verified': 0, 'mismatch': 0, 'unverified': 27, 'not_cross_checked': 0} · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski
- 1 Return on assets is positive: 7.7%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 2 Operating cash flow is positive: 569M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 3 Return on assets improved on the prior year: 13.5% -> 7.7%  · threshold pass = 1 · points 0.0/11.11111111111111
- 4 Operating cash flow exceeds net income (accruals): 569M vs 247M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 5 Long-term debt / assets fell: 42.0% -> 29.2%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 6 Current ratio improved: 3.58 -> 2.81  · threshold pass = 1 · points 0.0/11.11111111111111
- 7 No new shares issued (share count did not rise): 70M -> 69M  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry): 14.9% -> 17.5%  · threshold pass = 1 · points 11.11111111111111/11.11111111111111
- 9 Asset turnover (revenue / assets) improved: 0.67 -> 0.85  · threshold pass = 1 · points 11.11111111111111/11.11111111111111

Inputs:
  - net_income 2025-12-31: 247100000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - total_assets 2025-12-31: 3190400000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - cfo 2025-12-31: 569300000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - net_income 2025-12-31: 247100000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - net_income 2024-12-31: 418300000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - total_assets 2025-12-31: 3190400000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - total_assets 2024-12-31: 3087700000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - cfo 2025-12-31: 569300000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - net_income 2025-12-31: 247100000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001140361-26-013333) · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - lt_debt 2025-12-31: 930800000.0 · 2025-12-31 · SEC XBRL LongTermDebtAndCapitalLeaseObligations · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - lt_debt 2024-12-31: 1296100000.0 · 2024-12-31 · SEC XBRL LongTermDebtAndCapitalLeaseObligations · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - total_assets 2025-12-31: 3190400000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - total_assets 2024-12-31: 3087700000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - current_assets 2025-12-31: 1914000000.0 · 2025-12-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - current_assets 2024-12-31: 1891300000.0 · 2024-12-31 · SEC XBRL AssetsCurrent · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - current_liabilities 2025-12-31: 680100000.0 · 2025-12-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - current_liabilities 2024-12-31: 528400000.0 · 2024-12-31 · SEC XBRL LiabilitiesCurrent · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - shares_out 2026-07-29: 69354199.0 · 2026-07-29 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - shares_out 2025-07-31: 70392535.0 · 2025-07-31 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000038/ · unverified
  - operating_income 2025-12-31: 473800000.0 · 2025-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - operating_income 2024-12-31: 308900000.0 · 2024-12-31 · SEC XBRL OperatingIncomeLoss · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - revenue 2025-12-31: 2708100000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - revenue 2024-12-31: 2071600000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - revenue 2025-12-31: 2708100000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - revenue 2024-12-31: 2071600000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified
  - total_assets 2025-12-31: 3190400000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/ · unverified
  - total_assets 2024-12-31: 3087700000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/ · unverified

## Market value, source trail

- Formula: market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used
- Traded price: 149.01 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1
- SEC shares outstanding: 69,354,199 underlying shares, period 2026-07-29, SEC cover page 10-Q 0001145197-26-000169 (69,354,199 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/podd-20260630.htm, accession 0001145197-26-000169 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000169/R1.htm
- Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None
- Market value (price date x latest reported shares): 10,334,469,193 USD; 149.01 (price 2026-10-23) / 1 x 69,354,199 (shares at 2026-07-29) = 10,334,469,193

## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends)

- FY2013 (ended 2013-12-31): 185139000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519716000097/
- FY2014 (ended 2014-12-31): 231321000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519717000005/
- FY2015 (ended 2015-12-31): 263893000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519718000004/
- FY2016 (ended 2016-12-31): 366989000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519718000004/
- FY2017 (ended 2017-12-31): 463768000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519718000004/
- FY2018 (ended 2018-12-31): 563800000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519721000009/
- FY2019 (ended 2019-12-31): 738200000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519722000012/
- FY2020 (ended 2020-12-31): 904400000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519723000020/
- FY2021 (ended 2021-12-31): 1098800000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/
- FY2022 (ended 2022-12-31): 1305300000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/
- FY2023 (ended 2023-12-31): 1697100000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/
- FY2024 (ended 2024-12-31): 2071600000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/
- FY2025 (ended 2025-12-31): 2708100000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/

## Net income by fiscal year (SEC XBRL)

- FY2013 (ended 2013-12-31): -44974000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519716000097/
- FY2014 (ended 2014-12-31): -51500000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519717000005/
- FY2015 (ended 2015-12-31): -73520000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519718000004/
- FY2016 (ended 2016-12-31): -28879000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519719000003/
- FY2017 (ended 2017-12-31): -26800000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519720000004/
- FY2018 (ended 2018-12-31): 3300000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519721000009/
- FY2019 (ended 2019-12-31): 11600000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519722000012/
- FY2020 (ended 2020-12-31): 6800000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519723000020/
- FY2021 (ended 2021-12-31): 16800000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519724000011/
- FY2022 (ended 2022-12-31): 4600000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519725000007/
- FY2023 (ended 2023-12-31): 206300000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/
- FY2024 (ended 2024-12-31): 418300000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/
- FY2025 (ended 2025-12-31): 247100000.0 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000028/

## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets)

- FY2016 (ended 2016-12-31): -0.48 [filed -0.48, split factor 1.0]
- FY2017 (ended 2017-12-31): -0.46 [filed -0.46, split factor 1.0]
- FY2018 (ended 2018-12-31): 0.05 [filed 0.05, split factor 1.0]
- FY2019 (ended 2019-12-31): 0.19 [filed 0.19, split factor 1.0]
- FY2020 (ended 2020-12-31): 0.1 [filed 0.1, split factor 1.0]
- FY2021 (ended 2021-12-31): 0.24 [filed 0.24, split factor 1.0]
- FY2022 (ended 2022-12-31): 0.07 [filed 0.07, split factor 1.0]
- FY2023 (ended 2023-12-31): 2.94 [filed 2.94, split factor 1.0]
- FY2024 (ended 2024-12-31): 5.78 [filed 5.78, split factor 1.0]
- FY2025 (ended 2025-12-31): 3.48 [filed 3.48, split factor 1.0]

## Dividend years (Yahoo history)

none

## Insider transactions (SEC Form 4 data set, latest 40)

- 2026-08-21 P McEvoy Ashley (CEO) 1100 @ 147.47 = 162217 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000172/
- 2026-06-03 P WEATHERMAN ELIZABETH H (director) 3450 @ 144.20 = 497490 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000138/
- 2026-06-03 S BORIO LUCIANA (director) 418 @ 143.27 = 59887 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000142/
- 2026-06-03 P STONESIFER TIMOTHY C. (director) 2790 @ 143.51 = 400393 · https://www.sec.gov/Archives/edgar/data/1145197/000114519726000143/

## Links

- sec_filings: https://www.sec.gov/edgar/browse/?CIK=0001145197
- sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001145197.json
- sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001145197&type=4
- sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001145197&type=8-K
- yahoo: https://finance.yahoo.com/quote/PODD
- stooq: https://stooq.com/q/d/?s=podd.us
- morningstar (link only, nothing stored): https://www.morningstar.com/search?query=PODD
- finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=PODD
- stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/podd/
- seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/PODD
- openinsider (link only, nothing stored): http://openinsider.com/search?q=PODD
- google_news (link only, nothing stored): https://news.google.com/rss/search?q=PODD+stock

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/PODD; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.

Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.