Added to YB: 2024-09-17
Pitch date: 2024-09-10
PODD [bullish]
Insulet Corporation
+31.43%
current return
Author Info
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Company Info
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally.
Market Cap
$23.4B
Pitch Price
$224.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
45.88
P/E
96.41
EV/Sales
9.41
Sector
Health Care Equipment and Supplies
Category
growth
Show full summary:
Brown Capital Management Mid Company Fund Portfolio Holding: Insulet Corporation
PODD: Omnipod maker's Q3 beats, raised guidance. Revenue +23% on int'l Omnipod 5 launch. Op margin +740bps YoY on volume & efficiency. GLP-1 risk manageable; 11M patient market growing 9-12% annually. Insulet leads with <500k patients, growing 2x industry rate. Long runway ahead.
Read full article (1 min)