Insulet vs Teleflex
PODD and TFX side by side, both in surgical, medical, and dental instruments and supplies. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How PODD and TFX compare
Insulet is the larger company, worth 1.6 times as much as Teleflex ($10.6B against $6.6B).
On earnings, Teleflex is cheaper: it trades at 18.8× trailing earnings, against 24.8× for Insulet.
Insulet grew revenue faster over the last twelve months (26.5% versus 20.9% for Teleflex).
Teleflex keeps more of each dollar of sales as profit, with a net margin of 13.5% compared with 13.4% at Insulet.
Teleflex pays a dividend yielding 0.88%; Insulet does not pay one.
Insulet scores higher on the StockData Score (21 against 17 for Teleflex), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | PODD | TFX |
|---|---|---|
| Size and price | ||
| Market cap | $10.6B | $6.6B |
| Share price | $152.48 | $155.10 |
| Change, 1 year | −54.7% | 39.1% |
| Change, 5 years | −49.3% | −51.4% |
| Beta (5Y) | 0.89 | 0.82 |
| Employees | 5,400 | 16K |
| StockData Score | ||
| Total score | 21 (better) | 17 |
| Valuation score | 5 | 6 (better) |
| Growth score | 5 (better) | 2 |
| Performance score | 6 (better) | 3 |
| Health score | 5 (better) | 2 |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 24.8× | 18.8× (better) |
| P/S | 3.3× | 2.9× (better) |
| P/B | 6.7× | 1.9× (better) |
| EV/EBITDA | 15.8× (better) | 18.4× |
| P/FCF | 40.7× | 27.0× (better) |
| PEG | 0.09 | – |
| FCF yield | 2.5% | 3.7% (better) |
| Fair value | $277.62 | $215.29 |
| Margin of safety | 45.1% (better) | 28.0% |
| Growth | ||
| Revenue growth (TTM) | 26.5% (better) | 20.9% |
| Revenue growth, 5Y average | 24.5% (better) | −4.7% |
| Net income growth (TTM) | 74.2% | – |
| EPS growth (TTM) | 79.5% | – |
| EPS growth, 5Y average | 103% | – |
| Profitability | ||
| Gross margin | 71.9% (better) | 58.3% |
| Operating margin | 18.4% (better) | 9.4% |
| Net margin | 13.4% | 13.5% (better) |
| FCF margin | 8.2% | 10.8% (better) |
| Return on equity | 28.9% (better) | 8.3% |
| Return on invested capital | 25.5% (better) | 3.1% |
| Financial health | ||
| Debt / equity | 0.61 | 0.46 (better) |
| Net debt / EBITDA | 0.54 (better) | 2.82 |
| Interest coverage | 9.9× (better) | 2.1× |
| Current ratio | 2.51 (better) | 2.01 |
| Altman Z-score | 5.64 (better) | 2.02 |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.88% |
| Payout ratio | – | 19.3% |
| Years of dividend growth | – | 0 |
| Dividend growth, 5Y average | – | 0.00% |
| Buyback yield | 2.8% | 8.4% (better) |
| Shareholder yield | 2.8% | 9.3% (better) |
| Ownership | ||
| Held by institutions | 103% | 113% |
| Held by insiders | 0.48% | 0.73% |
| Insider net buying, 12 months | $2.3M | – |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 7.7% | 9.7% |
Go deeper
- PODD stock overview
- PODD income statement
- PODD valuation and score
- TFX stock overview
- TFX income statement
- TFX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.