Insulet vs Revvity
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The short version
- Revvity is the larger business, with $2.9B of revenue in fiscal 2025 against $2.7B for Insulet.
- Insulet grew revenue faster (30.7%, against 3.7%).
- Insulet kept more of each dollar of sales as operating profit (17.5% operating margin, against 12.5%).
- Revvity turned more of its sales into free cash flow (17.8% FCF margin, against 14.0%).
- Insulet earned a higher return on the capital invested in it (20.4%, against 3.3%).
- Investors pay more for each dollar of Revvity’s earnings: a P/E of 76.0x against 27.9x for Insulet.
| Latest fiscal year | PODD · FY25 | RVTY · FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.3B | $17.7B |
| Revenue | $2.7B | $2.9B |
| Free cash flow | $378M | $509M |
| Net income | $247M | $241M |
| Growth | ||
| Revenue growth | 30.7% | 3.7% |
| 5-year growth | 24.5% | −5.5% |
| Share count change | −2.7% | −5.1% |
| Profitability | ||
| Gross margin | 71.6% | — |
| Operating margin | 17.5% | 12.5% |
| Net margin | 9.1% | 8.5% |
| FCF margin | 14.0% | 17.8% |
| Return on capital | 20.4% | 3.3% |
| Return on equity | 18.1% | 3.2% |
| Balance sheet | ||
| Net debt | $233M | $2.3B |
| Net debt / EBITDA | 0.4x | 3.0x |
| Dividends and buybacks | $59.6M | $854M |
| Valuation & quality | ||
| P/E | 27.9x | 76.0x |
| Piotroski F-score | 7 | 5 |
Revenue
FY16
PODD $367M
RVTY $2.1B
FY17
PODD $464M
RVTY $2.3B
FY18
PODD $564M
RVTY $2.8B
FY19
PODD $738M
RVTY $2.9B
FY20
PODD $904M
RVTY $3.8B
FY21
PODD $1.1B
RVTY $3.8B
FY22
PODD $1.3B
RVTY $3.3B
FY23
PODD $1.7B
RVTY $2.8B
FY24
PODD $2.1B
RVTY $2.8B
FY25
PODD $2.7B
RVTY $2.9B
PODD
RVTY
Operating margin
FY16
PODD −2.9%
RVTY 13.9%
FY17
PODD −1.6%
RVTY 13.1%
FY18
PODD 4.9%
RVTY 11.7%
FY19
PODD 6.8%
RVTY 12.6%
FY20
PODD 5.7%
RVTY 22.9%
FY21
PODD 11.5%
RVTY 32.9%
FY22
PODD 2.9%
RVTY 22.4%
FY23
PODD 13.0%
RVTY 10.9%
FY24
PODD 14.9%
RVTY 12.6%
FY25
PODD 17.5%
RVTY 12.5%
PODD
RVTY
Free cash flow
FY16
PODD −$6.2M
RVTY $319M
FY17
PODD −$32.5M
RVTY $249M
FY18
PODD −$122M
RVTY $218M
FY19
PODD −$65.3M
RVTY $287M
FY20
PODD −$45.0M
RVTY $829M
FY21
PODD −$180M
RVTY $1.3B
FY22
PODD −$3.9M
RVTY $594M
FY23
PODD $70.1M
RVTY $9.9M
FY24
PODD $305M
RVTY $542M
FY25
PODD $378M
RVTY $509M
PODD
RVTY
Return on capital
FY16
PODD −5.0%
RVTY 9.1%
FY17
PODD −1.6%
RVTY 4.4%
FY18
PODD 3.6%
RVTY 6.9%
FY19
PODD 7.3%
RVTY 7.7%
FY20
PODD 5.5%
RVTY 13.6%
FY21
PODD 11.9%
RVTY 11.0%
FY22
PODD 1.7%
RVTY 5.1%
FY23
PODD 16.1%
RVTY 2.7%
FY24
PODD 20.0%
RVTY 3.1%
FY25
PODD 20.4%
RVTY 3.3%
PODD
RVTY
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.