Insulet Corporation — Earnings Quality Grade B
PODD · Healthcare
Generally healthy
Screening Summary
Management Signals
Source: SEC EDGAR 8-K Item 5.02, with exhibit links when available
Financial Trends
Revenue & Net Income ($B)
Margins (%)
18-Point Screening
Revenue Quality
DSO 69 days, change +6 days YoY
AR growth 43.7% vs revenue growth 30.7%
Revenue 30.7%, CFFO 32.3%. Cash follows revenue
Expense Quality
Inventory 5.2% vs COGS 22.7%. Normal
CapEx growth 63.7% is >2x revenue growth 30.7%
SG&A/Gross Profit = 60.1%. Normal
Gross margin 71.6%, change +1.8pp. Stable
Cash Flow Quality
CFFO/NI = 2.30. Profits backed by cash
FCF $0.3B, FCF/NI = 1.42
Accruals ratio = -10.1%. Low accruals
Cash $0.7B covers 75% of debt $0.9B
Balance Sheet Health
Goodwill+Intangibles $0.2B = 11% of equity. Manageable
Debt/EBITDA = 1.9x. Healthy
Other assets 13.4% vs revenue 30.7%. Normal
No write-off data
Acquisition Risk
FCF after acquisitions positive
Goodwill+Intangibles change 12% YoY. Normal
Manipulation Score
M-Score = -2.57 (< -2.22). Unlikely manipulator
Portfolio monitoring
Monitor PODD continuously
The full checks and model details are free to read. Use Watchlist to track your holdings; Pro adds automatic quarterly rescoring, risk-event email alerts, scans up to 50 tickers, and export workflows.
Beneish M-Score
Altman Z-Score
Generated from public financial data using forensic accounting frameworks. Not investment advice. Data: Yahoo Finance · 2026-04-25