Insulet vs Revvity
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KIRA’s take AI analyst
I put Insulet and Revvity side by side, using each one’s latest annual report. Here is what stands out:
- 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 76.7x against 28.0x for Insulet.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Insulet
PODD
8/10
Revenue growth5-year growthOperating marginNet marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDA
Revvity
RVTY
2/10
FCF marginShare count change
Side by side
Best in the row
| Latest fiscal year | PODD FY25 | RVTY FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.4B | $17.9B |
| 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 | 28.0x | 76.7x |
| Piotroski F-score | 7 | 5 |
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.