Globus Medical vs Insulet
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Globus Medical and Insulet side by side, using each one’s latest annual report. Here is what stands out:
- Globus Medical is the larger business, with $2.9B of revenue in fiscal 2025 against $2.7B for Insulet.
- Insulet grew revenue faster (30.7%, against 16.7%).
- Insulet kept more of each dollar of sales as operating profit (17.5% operating margin, against 16.3%).
- Globus Medical turned more of its sales into free cash flow (20.0% FCF margin, against 14.0%).
- Insulet earned a higher return on the capital invested in it (20.4%, against 11.0%).
- Investors pay more for each dollar of Insulet’s earnings: a P/E of 28.0x against 21.0x for Globus Medical.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Globus Medical
GMED
5/11
5-year growthNet marginFCF marginPiotroski F-scoreNet debt / EBITDA
Insulet
PODD
6/11
Revenue growthGross marginOperating marginReturn on capitalReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | GMED FY25 | PODD FY25 |
|---|---|---|
| Size | ||
| Market cap | $11.2B | $10.4B |
| Revenue | $2.9B | $2.7B |
| Free cash flow | $589M | $378M |
| Net income | $538M | $247M |
| Growth | ||
| Revenue growth | 16.7% | 30.7% |
| 5-year growth | 30.1% | 24.5% |
| Share count change | −0.6% | −2.7% |
| Profitability | ||
| Gross margin | 67.4% | 71.6% |
| Operating margin | 16.3% | 17.5% |
| Net margin | 18.3% | 9.1% |
| FCF margin | 20.0% | 14.0% |
| Return on capital | 11.0% | 20.4% |
| Return on equity | 12.3% | 18.1% |
| Balance sheet | ||
| Net debt | −$556M | $233M |
| Net debt / EBITDA | −0.7x | 0.4x |
| Dividends and buybacks | $301M | $59.6M |
| Valuation & quality | ||
| P/E | 21.0x | 28.0x |
| Piotroski F-score | 9 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.