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Side-by-side financial comparison of Essex Property Trust (ESS) 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 $479.6M, roughly 1.6× Essex Property Trust). Essex Property Trust runs the higher net margin — 17.9% vs 13.0%, a 4.9% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 5.5%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 6.0%).
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
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.
ESS vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $479.6M | $783.7M |
| Net Profit | $85.7M | $101.6M |
| Gross Margin | 70.0% | 72.6% |
| Operating Margin | 31.7% | 18.7% |
| Net Margin | 17.9% | 13.0% |
| Revenue YoY | 5.5% | 31.2% |
| Net Profit YoY | -71.6% | 0.9% |
| EPS (diluted) | $1.24 | $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 | $479.6M | $783.7M | ||
| Q3 25 | $473.3M | $706.3M | ||
| Q2 25 | $469.8M | $649.1M | ||
| Q1 25 | $464.6M | $569.0M | ||
| Q4 24 | $454.5M | $597.5M | ||
| Q3 24 | $450.7M | $543.9M | ||
| Q2 24 | $442.4M | $488.5M | ||
| Q1 24 | $426.9M | $441.7M |
| Q4 25 | $85.7M | $101.6M | ||
| Q3 25 | $172.7M | $87.6M | ||
| Q2 25 | $231.5M | $22.5M | ||
| Q1 25 | $212.8M | $35.4M | ||
| Q4 24 | $301.7M | $100.7M | ||
| Q3 24 | $125.5M | $77.5M | ||
| Q2 24 | $99.0M | $188.6M | ||
| Q1 24 | $285.1M | $51.5M |
| Q4 25 | 70.0% | 72.6% | ||
| Q3 25 | 69.2% | 72.2% | ||
| Q2 25 | 70.7% | 69.7% | ||
| Q1 25 | 69.6% | 71.9% | ||
| Q4 24 | 70.0% | 72.1% | ||
| Q3 24 | 69.5% | 69.3% | ||
| Q2 24 | 70.8% | 67.7% | ||
| Q1 24 | 69.7% | 69.5% |
| Q4 25 | 31.7% | 18.7% | ||
| Q3 25 | 44.5% | 16.7% | ||
| Q2 25 | 59.5% | 18.7% | ||
| Q1 25 | 55.3% | 15.6% | ||
| Q4 24 | 67.0% | 18.3% | ||
| Q3 24 | 28.6% | 16.2% | ||
| Q2 24 | 31.1% | 11.2% | ||
| Q1 24 | 31.0% | 12.9% |
| Q4 25 | 17.9% | 13.0% | ||
| Q3 25 | 36.5% | 12.4% | ||
| Q2 25 | 49.3% | 3.5% | ||
| Q1 25 | 45.8% | 6.2% | ||
| Q4 24 | 66.4% | 16.9% | ||
| Q3 24 | 27.8% | 14.2% | ||
| Q2 24 | 22.4% | 38.6% | ||
| Q1 24 | 66.8% | 11.7% |
| Q4 25 | $1.24 | $1.42 | ||
| Q3 25 | $2.56 | $1.24 | ||
| Q2 25 | $3.44 | $0.32 | ||
| Q1 25 | $3.16 | $0.50 | ||
| Q4 24 | $4.00 | $1.38 | ||
| Q3 24 | $1.84 | $1.08 | ||
| Q2 24 | $1.45 | $2.59 | ||
| Q1 24 | $4.25 | $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 | $76.2M | — |
| Total DebtLower is stronger | — | $930.8M |
| Stockholders' EquityBook value | $5.5B | $1.5B |
| Total Assets | $13.2B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $76.2M | — | ||
| Q3 25 | $66.0M | — | ||
| Q2 25 | $58.7M | — | ||
| Q1 25 | $98.7M | — | ||
| Q4 24 | $66.8M | — | ||
| Q3 24 | $71.3M | — | ||
| Q2 24 | $55.2M | — | ||
| Q1 24 | $499.0M | — |
| Q4 25 | — | $930.8M | ||
| Q3 25 | $6.4B | $934.9M | ||
| Q2 25 | $6.4B | $939.0M | ||
| Q1 25 | $6.8B | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $6.4B | $1.4B | ||
| Q2 24 | $6.2B | $1.4B | ||
| Q1 24 | $6.6B | $1.4B |
| Q4 25 | $5.5B | $1.5B | ||
| Q3 25 | $5.6B | $1.4B | ||
| Q2 25 | $5.6B | $1.5B | ||
| Q1 25 | $5.6B | $1.3B | ||
| Q4 24 | $5.5B | $1.2B | ||
| Q3 24 | $5.4B | $1.1B | ||
| Q2 24 | $5.5B | $998.4M | ||
| Q1 24 | $5.5B | $790.7M |
| Q4 25 | $13.2B | $3.2B | ||
| Q3 25 | $13.2B | $3.0B | ||
| Q2 25 | $13.2B | $3.5B | ||
| Q1 25 | $13.2B | $3.5B | ||
| Q4 24 | $12.9B | $3.1B | ||
| Q3 24 | $12.6B | $3.0B | ||
| Q2 24 | $12.5B | $2.9B | ||
| Q1 24 | $12.9B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | 1.15× | 0.68× | ||
| Q2 25 | 1.14× | 0.64× | ||
| Q1 25 | 1.22× | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | 1.18× | 1.21× | ||
| Q2 24 | 1.13× | 1.36× | ||
| Q1 24 | 1.19× | 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 | $1.1B | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | 12.53× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $183.3M | ||
| Q3 25 | $342.6M | $125.7M | ||
| Q2 25 | $216.1M | $196.5M | ||
| Q1 25 | $281.5M | $63.8M | ||
| Q4 24 | $1.1B | $147.7M | ||
| Q3 24 | $316.2M | $98.5M | ||
| Q2 24 | $218.9M | $96.5M | ||
| Q1 24 | $314.9M | $87.6M |
| Q4 25 | — | $48.2M | ||
| Q3 25 | — | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | — | $65.5M |
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 14.8% |
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 5.0% |
| Q4 25 | 12.53× | 1.80× | ||
| Q3 25 | 1.98× | 1.43× | ||
| Q2 25 | 0.93× | 8.73× | ||
| Q1 25 | 1.32× | 1.80× | ||
| Q4 24 | 3.54× | 1.47× | ||
| Q3 24 | 2.52× | 1.27× | ||
| Q2 24 | 2.21× | 0.51× | ||
| Q1 24 | 1.10× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESS
Segment breakdown not available.
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
