Quick10K

Insulet

Market

Closing Price ($)	Shares Out (MM)	Market Cap ($MM)
$151.45	60	$9,038

Financial Filings

10-Q	2019-09-30	Quarter: 2019-09-30
10-Q	2019-06-30	Quarter: 2019-06-30
10-Q	2019-03-31	Quarter: 2019-03-31
10-K	2018-12-31	Annual: 2018-12-31
10-Q	2018-09-30	Quarter: 2018-09-30
10-Q	2018-06-30	Quarter: 2018-06-30
10-Q	2018-03-31	Quarter: 2018-03-31
10-K	2017-12-31	Annual: 2017-12-31
10-Q	2017-09-30	Quarter: 2017-09-30
10-Q	2017-06-30	Quarter: 2017-06-30
10-Q	2017-03-31	Quarter: 2017-03-31
10-K	2016-12-31	Annual: 2016-12-31
10-Q	2016-09-30	Quarter: 2016-09-30
10-Q	2016-06-30	Quarter: 2016-06-30
10-Q	2016-03-31	Quarter: 2016-03-31
10-K	2015-12-31	Annual: 2015-12-31
10-Q	2015-09-30	Quarter: 2015-09-30
10-Q	2015-06-30	Quarter: 2015-06-30
10-Q	2015-03-31	Quarter: 2015-03-31
10-K	2014-12-31	Annual: 2014-12-31
10-Q	2014-09-30	Quarter: 2014-09-30
10-Q	2014-06-30	Quarter: 2014-06-30
10-Q	2014-03-31	Quarter: 2014-03-31
10-K	2013-12-31	Annual: 2013-12-31

Current Reports

8-K	2019-11-05	Earnings, Exhibits
8-K	2019-09-16	Other Events
8-K	2019-09-06	Enter Agreement, Off-BS Arrangement, Sale of Shares, Exhibits
8-K	2019-09-04	Regulation FD, Exhibits
8-K	2019-09-03	Regulation FD, Exhibits
8-K	2019-08-05	Earnings, Exhibits
8-K	2019-07-31	Exhibits
8-K	2019-05-30	Exhibits
8-K	2019-05-02	Earnings, Exhibits
8-K	2019-04-29	Officers
8-K	2019-02-25	Earnings, Exhibits
8-K	2019-01-25	Regulation FD, Exhibits
8-K	2019-01-25	Regulation FD, Exhibits
8-K	2019-01-03	Earnings, Exhibits
8-K	2018-11-01	Earnings, Exhibits
8-K	2018-10-16	Officers, Exhibits
8-K	2018-09-10	Regulation FD, Exhibits
8-K	2018-08-02	Earnings, Exhibits
8-K	2018-06-29	Enter Agreement
8-K	2018-05-16	Shareholder Vote
8-K	2018-05-07	Enter Agreement, Leave Agreement, Shareholder Rights, Amend Bylaw, Exhibits
8-K	2018-05-03	Earnings, Exhibits
8-K	2018-04-27	Exhibits
8-K	2018-02-21	Earnings, Exhibits

Insulet Financials

PODD Metrics, Comps, Filings

Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Stockholders' Equity

Income Statement ($BB Quarter)

Revenue, Gross Profit, Net Income

Cash Flow ($BB Quarter)

Operating, Investing, Financing

Comps ($MM TTM)	Market Cap	Assets	Liabilities	Revenue	Gross Profit	Net Income	EBITDA	EV
Dexcom (DXCM)	12,908	2,066	1,378	1,222	767	-170	-87	12,198
Dentsply Sirona (XRAY)	13,003	8,575	3,392	0	2,041	105	478	14,194
Insulet (PODD)	7,136	978	728	661	435	17	47	7,624
Novocure (NVCR)	5,679	406	247	294	212	-41	-16	5,646
Abiomed (ABMD)	11,806	1,125	122	797	661	258	327	11,705
Hill-Rom Holdings (HRC)	7,067	4,575	2,951	2,884	1,415	215	335	8,663
Haemonetics (HAE)	6,085	1,260	669	727	450	49	176	6,331
Globus Medical (GMED)	4,300	1,391	103	743	573	143	221	4,182
Integra Lifesciences (IART)	4,669	3,290	1,869	1,493	930	101	262	5,393
Penumbra (PEN)	6,047	585	131	495	332	15	23	5,969
Tandem Diabetes Care (TNDM)	3,601	255	110	282	147	-55	-49	3,470
Cantel Medical (CMD)	3,630	1,070	409	0	427	55	126	3,816
ICU Medical (ICUI)	5,345	1,623	305	1,311	508	47	127	5,031
Nuvasive (NUVA)	3,283	1,805		1,127	814	52	194	3,765
Nevro (NVRO)	1,957	448	246	379	261	-93	-77	2,049
Glaukos (GKOS)	2,779	302	114	211	182	-12	-7	2,730
Merit Medical Systems (MMSI)	3,357	1,736	786	949	423	39	141	3,722
iRhythm Technologies (IRTC)	1,941	207	159	182	137	-44	-40	1,923
Cardiovascular Systems (CSII)	1,490	219	71	248	200	-0	4	1,416
Inspire Medical Systems (INSP)	1,451	186	33	64	52	-25	-23	1,424

Balance Sheet ($MM)	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30
Cash	94	83	70	63	57	148	151	154	150	146	176	146	151	146	145	145	123	112	76	215	137	76	73	102	273	203	136	127	114	129	120
Accounts Receivable	23	26	26	30	33	31	34	34	33	37	42	47	40	36	32	32	48	40	39	39	29	41	38	47	53	50	50	70	63	69	67
Inventory	12	15	16	15	15	9	6	5	9	10	9	10	13	20	23	13	14	14	24	33	36	34	34	35	34	26	41	58	71	74	85
PP&E	42	20	21	25	53	25	29	31	67	33	34	37	60	45	42	42	70	42	41	51	88	65	76	88	159	153	198	229	324	300	334
Assets	210	204	192	192	198	281	286	289	288	289	325	301	302	306	300	293	275	255	263	453	457	445	459	500	817	830	839	886	929	953	978
Accounts Payable	11	16	14	16	9	9	11	15	19	21	19	18	15	14	18	16	19	13	22	18	13	6	12	29	24	34	25	27	26	27	25
Long-Term Debt
Liabilities	138	145	144	153	154	151	148	168	163	166	242	221	218	225	230	238	241	228	236	388	393	381	395	426	658	659	660	688	717	729	728
Stockholders' Equity	71	59	48	39	44	130	138	121	125	122	78	80	84	81	70	55	34	26	27	65	63	64	65	74	159	171	179	198	212	224	250

Income Statement ($MM)	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30
Revenue	47	48	52	55	58	57	60	61	69	69	80	75	73	61	76	87	100	81	87	95	104	102	110	122	131	124	124	151	165	160	186
Cost of Revenue	27	27	29	30	33	32	33	34	36	36	36	37	36	28	41	52	55	37	37	39	43	42	45	48	51	48	42	49	55	53	61
Gross Profit	20	20	23	24	25	25	27	27	33	33	41	38	37	33	34	36	45	44	50	56	61	59	65	74	80	76	82	102	110	107	116
R&D		5	7	7		4	5	6	6	7	7	7	7	8	12	10	13	13	13	14	16	18	18	20	19	20	18	22	29	32	32
SG&A		26	26	26		27	27	39	26	28	34	34	32	33	35	41	56	39	39	39	49	47	50	51	61	56	59	73	66	67	77
Tax		0	0	0		0	0	0	-0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	0	-0	0	0	0	1	0	0
Net Income	-14	-15	-14	-12	-10	-11	-11	-21	-2	-6	-14	-11	-5	-12	-15	-19	-27	-12	-4	-3	-9	-10	-8	-2	-7	-7	-2	2	10	4	1

Cash Flow ($MM)	2011-12-31	2012-03-31	2012-06-30	2012-09-30	2012-12-31	2013-03-31	2013-06-30	2013-09-30	2013-12-31	2014-03-31	2014-06-30	2014-09-30	2014-12-31	2015-03-31	2015-06-30	2015-09-30	2015-12-31	2016-03-31	2016-06-30	2016-09-30	2016-12-31	2017-03-31	2017-06-30	2017-09-30	2017-12-31	2018-03-31	2018-06-30	2018-09-30	2018-12-31	2019-03-31	2019-06-30
Cash Operating		-9	-11	-3		-1	4	4	-4	-1	1	5	5	-3	1	9	-19	-11	4	3	20	-22	18	23	22	-4	-6	16	30	6	14
Cash Investing		-2	-3	-5		-1	-2	-2	-3	-2	-4	-3	-3	-4	-0	-7	-3	1	-37	-45	-97	-42	-22	3	-149	-56	-61	-27	-41	8	-39
Cash Financing		-0	1	1		93	0	1	2	-1	33	-31	3	2	-1	-1	-1	-2	-2	182	-1	3	1	2	298	-9	1	1	-2	2	16