Insulet vs Quidelortho
Insulet and Quidelortho are similar in size: $2.71bn and $2.73bn of revenue in their latest fiscal years. Insulet grew faster (30.7% against -1.9%). Insulet kept more of each dollar of sales as profit: a net margin of 9.1% against -41.5%.
| Latest fiscal year | InsuletPODD, 2025 | QuidelorthoQDEL, 2025 |
|---|---|---|
| Revenue | $2.71bn | $2.73bn |
| Revenue growth | 30.7% | -1.9% |
| Net income | $247m | −$1.13bn |
| Operating margin | — | — |
| Net margin | 9.1% | -41.5% |
| Return on equity | 18.1% | -46.1% |
| Free cash flow | $378m | −$83.0m |
| Cash | $716m | $170m |
| Total debt | $949m | $2.70bn |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $59.6m | $0 |
| Employees | 5,400 | 6,500 |
| Market value | $10.91bn | $943m |
| Price vs our value range | Within our value range | — |
| Moat score | 36 (Weak) | 27 (Weak) |
| Insider trades, 12 months | 6 buys, 2 sales | 9 buys, 1 sales |