Enovis
ENOV · Health Care Equipment
$21.08
2.4%Insulet
PODD · Health Care Equipment
$149.01
0.6%The short version
- Insulet is the larger business, with $2.7B of revenue in fiscal 2025 against $2.2B for Enovis.
- Insulet grew revenue faster (30.7%, against 6.7%).
- Insulet kept more of each dollar of sales as operating profit (17.5% operating margin, against −50.0% operating margin).
- Insulet turned more of its sales into free cash flow (14.0% FCF margin, against 0.9% FCF margin).
- Insulet earned a higher return on the capital invested in it (20.4%, against −26.9%).
| Latest fiscal year | ENOV · FY25 | PODD · FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.2B | $10.3B |
| Revenue | $2.2B | $2.7B |
| Free cash flow | $19.9M | $378M |
| Net income | −$1.2B | $247M |
| Growth | ||
| Revenue growth | 6.7% | 30.7% |
| 5-year growth | 14.9% | 24.5% |
| Share count change | 3.2% | −2.7% |
| Profitability | ||
| Gross margin | 59.8% | 71.6% |
| Operating margin | −50.0% | 17.5% |
| Net margin | −52.7% | 9.1% |
| FCF margin | 0.9% | 14.0% |
| Return on capital | −26.9% | 20.4% |
| Return on equity | −58.5% | 18.1% |
| Balance sheet | ||
| Net debt | $1.3B | $233M |
| Net debt / EBITDA | 5.7x | 0.4x |
| Dividends and buybacks | $3.5M | $59.6M |
| Valuation & quality | ||
| P/E | — | 27.9x |
| Piotroski F-score | 4 | 7 |
FY16
ENOV $3.2B
PODD $367M
FY17
ENOV $1.9B
PODD $464M
FY18
ENOV $2.2B
PODD $564M
FY19
ENOV $3.3B
PODD $738M
FY20
ENOV $1.1B
PODD $904M
FY21
ENOV $1.4B
PODD $1.1B
FY22
ENOV $1.6B
PODD $1.3B
FY23
ENOV $1.7B
PODD $1.7B
FY24
ENOV $2.1B
PODD $2.1B
FY25
ENOV $2.2B
PODD $2.7B
ENOV
PODD
FY16
ENOV 7.4%
PODD −2.9%
FY17
ENOV 7.0%
PODD −1.6%
FY18
ENOV 6.9%
PODD 4.9%
FY19
ENOV 6.1%
PODD 6.8%
FY20
ENOV −5.9%
PODD 5.7%
FY21
ENOV −4.4%
PODD 11.5%
FY22
ENOV −4.6%
PODD 2.9%
FY23
ENOV −3.9%
PODD 13.0%
FY24
ENOV −36.8%
PODD 14.9%
FY25
ENOV −50.0%
PODD 17.5%
ENOV
PODD
FY16
ENOV $184M
PODD −$6.2M
FY17
ENOV $150M
PODD −$32.5M
FY18
ENOV $157M
PODD −$122M
FY19
ENOV $5.6M
PODD −$65.3M
FY20
ENOV $187M
PODD −$45.0M
FY21
ENOV $252M
PODD −$180M
FY22
ENOV −$161M
PODD −$3.9M
FY23
ENOV $12.8M
PODD $70.1M
FY24
ENOV −$67.2M
PODD $305M
FY25
ENOV $19.9M
PODD $378M
ENOV
PODD
FY16
ENOV 4.1%
PODD −5.0%
FY17
ENOV 3.0%
PODD −1.6%
FY18
ENOV 3.4%
PODD 3.6%
FY19
ENOV 2.0%
PODD 7.3%
FY20
ENOV −0.9%
PODD 5.5%
FY21
ENOV −0.8%
PODD 11.9%
FY22
ENOV −1.2%
PODD 1.7%
FY23
ENOV −1.4%
PODD 16.1%
FY24
ENOV −15.9%
PODD 20.0%
FY25
ENOV −26.9%
PODD 20.4%
ENOV
PODD
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