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Side-by-side financial comparison of AvalonBay Communities (AVB) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $767.9M, roughly 1.0× AvalonBay Communities). AvalonBay Communities runs the higher net margin — 9040.6% vs 13.0%, a 9027.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 3.7%). AvalonBay Communities produced more free cash flow last quarter ($1.4B vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 3.8%).
AvalonBay Communities, Inc. is a publicly traded real estate investment trust that invests in apartments.
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
AVB vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $767.9M | $783.7M |
| Net Profit | $166.0M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 64.2% | 18.7% |
| Net Margin | 9040.6% | 13.0% |
| Revenue YoY | 3.7% | 31.2% |
| Net Profit YoY | -41.2% | 0.9% |
| EPS (diluted) | $1.18 | $1.42 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $767.9M | $783.7M | ||
| Q3 25 | $766.8M | $706.3M | ||
| Q2 25 | $760.2M | $649.1M | ||
| Q1 25 | $745.9M | $569.0M | ||
| Q4 24 | $740.5M | $597.5M | ||
| Q3 24 | $734.3M | $543.9M | ||
| Q2 24 | $726.0M | $488.5M | ||
| Q1 24 | $712.9M | $441.7M |
| Q4 25 | $166.0M | $101.6M | ||
| Q3 25 | $381.3M | $87.6M | ||
| Q2 25 | $268.7M | $22.5M | ||
| Q1 25 | $236.6M | $35.4M | ||
| Q4 24 | $282.1M | $100.7M | ||
| Q3 24 | $372.5M | $77.5M | ||
| Q2 24 | $253.9M | $188.6M | ||
| Q1 24 | $173.4M | $51.5M |
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | — | 67.7% | ||
| Q1 24 | — | 69.5% |
| Q4 25 | 64.2% | 18.7% | ||
| Q3 25 | 65.7% | 16.7% | ||
| Q2 25 | 67.6% | 18.7% | ||
| Q1 25 | 68.5% | 15.6% | ||
| Q4 24 | 63.1% | 18.3% | ||
| Q3 24 | 65.4% | 16.2% | ||
| Q2 24 | 66.6% | 11.2% | ||
| Q1 24 | 67.2% | 12.9% |
| Q4 25 | 9040.6% | 13.0% | ||
| Q3 25 | 49.7% | 12.4% | ||
| Q2 25 | 35.3% | 3.5% | ||
| Q1 25 | 31.7% | 6.2% | ||
| Q4 24 | 38.1% | 16.9% | ||
| Q3 24 | 50.7% | 14.2% | ||
| Q2 24 | 35.0% | 38.6% | ||
| Q1 24 | 24.3% | 11.7% |
| Q4 25 | $1.18 | $1.42 | ||
| Q3 25 | $2.68 | $1.24 | ||
| Q2 25 | $1.88 | $0.32 | ||
| Q1 25 | $1.66 | $0.50 | ||
| Q4 24 | $1.99 | $1.38 | ||
| Q3 24 | $2.61 | $1.08 | ||
| Q2 24 | $1.78 | $2.59 | ||
| Q1 24 | $1.22 | $0.73 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $187.2M | — |
| Total DebtLower is stronger | $9.3B | $930.8M |
| Stockholders' EquityBook value | $11.6B | $1.5B |
| Total Assets | $22.2B | $3.2B |
| Debt / EquityLower = less leverage | 0.80× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $187.2M | — | ||
| Q3 25 | $123.3M | — | ||
| Q2 25 | $102.8M | — | ||
| Q1 25 | $53.3M | — | ||
| Q4 24 | $108.6M | — | ||
| Q3 24 | $552.4M | — | ||
| Q2 24 | $545.8M | — | ||
| Q1 24 | $287.9M | — |
| Q4 25 | $9.3B | $930.8M | ||
| Q3 25 | $8.7B | $934.9M | ||
| Q2 25 | $8.7B | $939.0M | ||
| Q1 25 | $8.3B | $1.6B | ||
| Q4 24 | $8.1B | $1.3B | ||
| Q3 24 | $8.4B | $1.4B | ||
| Q2 24 | $8.4B | $1.4B | ||
| Q1 24 | $8.0B | $1.4B |
| Q4 25 | $11.6B | $1.5B | ||
| Q3 25 | $11.9B | $1.4B | ||
| Q2 25 | $11.9B | $1.5B | ||
| Q1 25 | $11.9B | $1.3B | ||
| Q4 24 | $11.9B | $1.2B | ||
| Q3 24 | $11.9B | $1.1B | ||
| Q2 24 | $11.7B | $998.4M | ||
| Q1 24 | $11.7B | $790.7M |
| Q4 25 | $22.2B | $3.2B | ||
| Q3 25 | $21.9B | $3.0B | ||
| Q2 25 | $21.8B | $3.5B | ||
| Q1 25 | $21.2B | $3.5B | ||
| Q4 24 | $21.0B | $3.1B | ||
| Q3 24 | $21.3B | $3.0B | ||
| Q2 24 | $21.0B | $2.9B | ||
| Q1 24 | $20.6B | $2.6B |
| Q4 25 | 0.80× | 0.61× | ||
| Q3 25 | 0.73× | 0.68× | ||
| Q2 25 | 0.72× | 0.64× | ||
| Q1 25 | 0.70× | 1.21× | ||
| Q4 24 | 0.68× | 1.07× | ||
| Q3 24 | 0.70× | 1.21× | ||
| Q2 24 | 0.71× | 1.36× | ||
| Q1 24 | 0.68× | 1.72× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.7B | $183.3M |
| Free Cash FlowOCF − Capex | $1.4B | $48.2M |
| FCF MarginFCF / Revenue | 183.5% | 6.2% |
| Capex IntensityCapex / Revenue | 34.1% | 17.2% |
| Cash ConversionOCF / Net Profit | 10.07× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $183.3M | ||
| Q3 25 | $477.0M | $125.7M | ||
| Q2 25 | $377.8M | $196.5M | ||
| Q1 25 | $415.9M | $63.8M | ||
| Q4 24 | $1.6B | $147.7M | ||
| Q3 24 | $486.2M | $98.5M | ||
| Q2 24 | $380.0M | $96.5M | ||
| Q1 24 | $412.9M | $87.6M |
| Q4 25 | $1.4B | $48.2M | ||
| Q3 25 | $402.2M | $100.1M | ||
| Q2 25 | $317.1M | $177.9M | ||
| Q1 25 | $367.5M | $51.5M | ||
| Q4 24 | $1.4B | $94.1M | ||
| Q3 24 | $434.2M | $71.8M | ||
| Q2 24 | $333.0M | $74.0M | ||
| Q1 24 | $375.4M | $65.5M |
| Q4 25 | 183.5% | 6.2% | ||
| Q3 25 | 52.5% | 14.2% | ||
| Q2 25 | 41.7% | 27.4% | ||
| Q1 25 | 49.3% | 9.1% | ||
| Q4 24 | 191.0% | 15.7% | ||
| Q3 24 | 59.1% | 13.2% | ||
| Q2 24 | 45.9% | 15.1% | ||
| Q1 24 | 52.7% | 14.8% |
| Q4 25 | 34.1% | 17.2% | ||
| Q3 25 | 9.8% | 3.6% | ||
| Q2 25 | 8.0% | 2.9% | ||
| Q1 25 | 6.5% | 2.2% | ||
| Q4 24 | 26.1% | 9.0% | ||
| Q3 24 | 7.1% | 4.9% | ||
| Q2 24 | 6.5% | 4.6% | ||
| Q1 24 | 5.3% | 5.0% |
| Q4 25 | 10.07× | 1.80× | ||
| Q3 25 | 1.25× | 1.43× | ||
| Q2 25 | 1.41× | 8.73× | ||
| Q1 25 | 1.76× | 1.80× | ||
| Q4 24 | 5.70× | 1.47× | ||
| Q3 24 | 1.31× | 1.27× | ||
| Q2 24 | 1.50× | 0.51× | ||
| Q1 24 | 2.38× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AVB
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
