Globus Medical vs Insulet
Globus Medical and Insulet are similar in size: $2.94bn and $2.71bn of revenue in their latest fiscal years. Insulet grew faster (30.7% against 16.7%). Globus Medical kept more of each dollar of sales as profit: a net margin of 18.3% against 9.1%.
| Latest fiscal year | Globus MedicalGMED, 2025 | InsuletPODD, 2025 |
|---|---|---|
| Revenue | $2.94bn | $2.71bn |
| Revenue growth | 16.7% | 30.7% |
| Net income | $538m | $247m |
| Operating margin | — | — |
| Net margin | 18.3% | 9.1% |
| Return on equity | 12.3% | 18.1% |
| Free cash flow | $589m | $378m |
| Cash | $526m | $716m |
| Total debt | $0 | $949m |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $300m | $59.6m |
| Employees | 6,000 | 5,400 |
| Market value | $10.94bn | $10.91bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | 71 (Strong) | 36 (Weak) |
| Insider trades, 12 months | 0 buys, 14 sales | 6 buys, 2 sales |