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Side-by-side financial comparison of Bilibili Inc. (BILI) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Bilibili Inc. is the larger business by last-quarter revenue ($1.3B vs $761.7M, roughly 1.7× Insulet Corporation). Insulet Corporation runs the higher net margin — 12.0% vs 6.0%, a 6.0% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 26.2%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs 24.9%).
Bilibili, nicknamed B Site, is a Chinese online video sharing website based in Shanghai where users can submit, view, and add overlaid commentary on videos.
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.
BILI vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $761.7M |
| Net Profit | $75.7M | $91.1M |
| Gross Margin | 37.0% | 69.5% |
| Operating Margin | 5.8% | 16.0% |
| Net Margin | 6.0% | 12.0% |
| Revenue YoY | 26.2% | 33.9% |
| Net Profit YoY | 143.0% | 157.3% |
| EPS (diluted) | $1.14 | $1.30 |
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.
| Q1 26 | — | $761.7M | ||
| Q4 25 | $1.3B | $783.7M | ||
| Q3 25 | $1.1B | $706.3M | ||
| Q2 25 | $1.0B | $649.1M | ||
| Q1 25 | $965.1M | $569.0M | ||
| Q4 24 | $1.0B | $597.5M | ||
| Q3 24 | $1.0B | $543.9M | ||
| Q2 24 | $843.1M | $488.5M |
| Q1 26 | — | $91.1M | ||
| Q4 25 | $75.7M | $101.6M | ||
| Q3 25 | $65.9M | $87.6M | ||
| Q2 25 | $30.5M | $22.5M | ||
| Q1 25 | $-1.5M | $35.4M | ||
| Q4 24 | $-176.0M | $100.7M | ||
| Q3 24 | $11.4M | $77.5M | ||
| Q2 24 | $83.7M | $188.6M |
| Q1 26 | — | 69.5% | ||
| Q4 25 | 37.0% | 72.6% | ||
| Q3 25 | 36.7% | 72.2% | ||
| Q2 25 | 36.5% | 69.7% | ||
| Q1 25 | 36.3% | 71.9% | ||
| Q4 24 | 36.2% | 72.1% | ||
| Q3 24 | 34.9% | 69.3% | ||
| Q2 24 | 29.9% | 67.7% |
| Q1 26 | — | 16.0% | ||
| Q4 25 | 5.8% | 18.7% | ||
| Q3 25 | 4.6% | 16.7% | ||
| Q2 25 | 3.4% | 18.7% | ||
| Q1 25 | 0.2% | 15.6% | ||
| Q4 24 | -16.0% | 18.3% | ||
| Q3 24 | 0.9% | 16.2% | ||
| Q2 24 | 9.5% | 11.2% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 6.0% | 13.0% | ||
| Q3 25 | 6.1% | 12.4% | ||
| Q2 25 | 3.0% | 3.5% | ||
| Q1 25 | -0.2% | 6.2% | ||
| Q4 24 | -17.5% | 16.9% | ||
| Q3 24 | 1.1% | 14.2% | ||
| Q2 24 | 9.9% | 38.6% |
| Q1 26 | — | $1.30 | ||
| Q4 25 | $1.14 | $1.42 | ||
| Q3 25 | $1.05 | $1.24 | ||
| Q2 25 | $0.51 | $0.32 | ||
| Q1 25 | $0.00 | $0.50 | ||
| Q4 24 | $0.21 | $1.38 | ||
| Q3 24 | $-0.03 | $1.08 | ||
| Q2 24 | $-0.20 | $2.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.7B | $480.4M |
| Total DebtLower is stronger | $1.4B | $18.6M |
| Stockholders' EquityBook value | $2.2B | $1.3B |
| Total Assets | $5.9B | $3.0B |
| Debt / EquityLower = less leverage | 0.62× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $480.4M | ||
| Q4 25 | $2.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $11.7B | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | $1.4B | $930.8M | ||
| Q3 25 | $1.4B | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | $700.3M | $1.6B | ||
| Q4 24 | $662.5M | $1.3B | ||
| Q3 24 | $4.3B | $1.4B | ||
| Q2 24 | — | $1.4B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $2.2B | $1.5B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $1.9B | $1.2B | ||
| Q3 24 | $13.7B | $1.1B | ||
| Q2 24 | — | $998.4M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $5.9B | $3.2B | ||
| Q3 25 | $5.6B | $3.0B | ||
| Q2 25 | — | $3.5B | ||
| Q1 25 | $4.6B | $3.5B | ||
| Q4 24 | $4.5B | $3.1B | ||
| Q3 24 | $32.0B | $3.0B | ||
| Q2 24 | — | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.62× | 0.61× | ||
| Q3 25 | 0.65× | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | 0.35× | 1.21× | ||
| Q4 24 | 0.34× | 1.07× | ||
| Q3 24 | 0.31× | 1.21× | ||
| Q2 24 | — | 1.36× |
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 | $263.1M | $113.8M |
| Free Cash FlowOCF − Capex | — | $89.5M |
| FCF MarginFCF / Revenue | — | 11.8% |
| Capex IntensityCapex / Revenue | — | 3.2% |
| Cash ConversionOCF / Net Profit | 3.47× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | — | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | $263.1M | $183.3M | ||
| Q3 25 | $283.2M | $125.7M | ||
| Q2 25 | $277.7M | $196.5M | ||
| Q1 25 | $179.4M | $63.8M | ||
| Q4 24 | $191.9M | $147.7M | ||
| Q3 24 | $2.2B | $98.5M | ||
| Q2 24 | — | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | — | $48.2M | ||
| Q3 25 | — | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | $174.5M | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | 18.1% | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | 0.5% | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | 3.47× | 1.80× | ||
| Q3 25 | 4.30× | 1.43× | ||
| Q2 25 | 9.11× | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 195.23× | 1.27× | ||
| Q2 24 | — | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BILI
| Value-added services (VAS) | $466.4M | 37% |
| Advertising | $435.0M | 34% |
| Mobile games | $220.3M | 17% |
| Other | $80.8M | 6% |
| IP derivatives and others | $68.2M | 5% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
