Insulet vs Revvity
Insulet and Revvity are similar in size: $2.71bn and $2.86bn of revenue in their latest fiscal years. Insulet grew faster (30.7% against 3.7%). Insulet kept more of each dollar of sales as profit: a net margin of 9.1% against 8.4%.
| Latest fiscal year | InsuletPODD, 2025 | RevvityRVTY, 2025 |
|---|---|---|
| Revenue | $2.71bn | $2.86bn |
| Revenue growth | 30.7% | 3.7% |
| Net income | $247m | $241m |
| Operating margin | — | 12.5% |
| Net margin | 9.1% | 8.4% |
| Return on equity | 18.1% | 3.2% |
| Free cash flow | $378m | $509m |
| Cash | $716m | $920m |
| Total debt | $949m | $3.24bn |
| Debt to equity | — | 44.7% |
| Dividend per share | — | $0.28 |
| Dividend yield | — | 0.2% |
| Share buybacks | $59.6m | $821m |
| Employees | 5,400 | 11,000 |
| Market value | $10.91bn | $18.57bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 36 (Weak) | 70 (Moderate) |
| Insider trades, 12 months | 6 buys, 2 sales | 0 buys, 17 sales |