Análisis Argos
PODD
PODDCara
Insulet Corp. · Healthcare
US$ 164.48
precio al 2026-07-04
Valor justo Argos*
US$ 119
vs. su valor justo
−28%
Score Argos
53/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (18%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Retorno sobre el capital alto (19%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO5/6PASADO4/6SALUD4/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO4/6SALUD4/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos53de 100Cara
Ingresos31%
US$ 2.7 B
Margen operativo17%
17.5%
Flujo de caja libre23%
US$ 0.4 B
Deuda neta
US$ 0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 11.4B
P/E46.1x
EV/EBITDA20x
FCF yield3.3%
ROIC18.6%
Margen operativo17.5%
Crecim. ingresos+30.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 3 jul
PODD Stockholder Alert: Shareholder Rights Law Firm Robbins LLP Reminds Investors of the Class Action Lawsuit Against Insulet Corporation
PODD Stockholder Alert: Shareholder Rights Law Firm Robbins LLP Reminds Investors of the Class Action Lawsuit Against Insulet Corporation
prnewswire.com · 3 jul
PODD Stockholder Alert: Shareholder Rights Law Firm Robbins LLP Reminds Investors of the Class Action Lawsuit Against Insulet Corporation
SAN DIEGO, July 3, 2026 /PRNewswire/ -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Insulet Corporation (NASDAQ: PODD) securities between February 21, 2025 and May 26, 2026. Insulet develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the U.S. and internationally.
gurufocus.com · 3 jul
PODD Investors Have Opportunity to Lead Insulet Corporation Securities Fraud Lawsuit with the Schall Law Firm
[url="]The Schall Law Firm[/url], a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Insulet Corporation (“Ins
businesswire.com · 3 jul
PODD Investors Have Opportunity to Lead Insulet Corporation Securities Fraud Lawsuit with the Schall Law Firm
LOS ANGELES--(BUSINESS WIRE)---- $PODD--PODD Investors Have Opportunity to Lead Insulet Corporation Securities Fraud Lawsuit with the Schall Law Firm.
globenewswire.com · 3 jul
Bronstein, Gewirtz & Grossman LLC Urges Insulet Corporation Investors to Act: Class Action Filed Alleging Investor Harm
NEW YORK, July 03, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Insulet Corporation (NASDAQ: PODD) and certain of its officers. This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Insulet securities between May 21, 2025 and May 26, 2026, both dates inclusive (the “Class Period”).
newsfilecorp.com · 3 jul
Grabar Law Office Investigates Claims on Behalf of Shareholders of Insulet Corporation (PODD)
Philadelphia, Pennsylvania--(Newsfile Corp. - July 3, 2026) - Grabar Law Office is investigating claims on behalf of shareholders of Insulet Corporation (NASDAQ: PODD). WHAT IS THIS INVESTIGATION ABOUT?
seekingalpha.com · 2 jul
Insulet Corporation: A High-Quality Growth Story Trading At A Reasonable PEG
Insulet is rated Buy due to strong growth, low TAM penetration, and a recurring revenue model supporting long-term upside. PODD's Omnipod system simplifies diabetes management with automation and integration, driving recurring pod sales and reducing patient burden. Despite GLP-1 concerns, PODD targets insulin-dependent patients, with only 40% U.S. Type 1 and 5% Type 2 pump penetration, leaving ample runway.
prnewswire.com · 2 jul
Pomerantz Law Firm Announces the Filing of a Class Action Against Insulet Corporation and Certain Officers - PODD
NEW YORK, July 2, 2026 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and certain officers. The class action, filed in the United States District Court for the District of Massachusetts, and docketed under 26-cv-13062, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Insulet securities between February 21, 2025 and May 26, 2026, both dates inclusive (the "Class Period"), seeking to recover damages caused by Defendants' violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.