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Side-by-side financial comparison of Fidelity National Financial, Inc. (FNF) 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 $544.0M, roughly 1.4× Fidelity National Financial, Inc.). Insulet Corporation runs the higher net margin — 13.0% vs -21.5%, a 34.5% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 10.3%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 13.7%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
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.
FNF vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $544.0M | $783.7M |
| Net Profit | $-117.0M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 82.9% | 18.7% |
| Net Margin | -21.5% | 13.0% |
| Revenue YoY | 10.3% | 31.2% |
| Net Profit YoY | -126.0% | 0.9% |
| EPS (diluted) | $-0.44 | $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 | $544.0M | $783.7M | ||
| Q3 25 | $553.0M | $706.3M | ||
| Q2 25 | $547.0M | $649.1M | ||
| Q1 25 | $455.0M | $569.0M | ||
| Q4 24 | $493.0M | $597.5M | ||
| Q3 24 | $506.0M | $543.9M | ||
| Q2 24 | $504.0M | $488.5M | ||
| Q1 24 | $421.0M | $441.7M |
| Q4 25 | $-117.0M | $101.6M | ||
| Q3 25 | $358.0M | $87.6M | ||
| Q2 25 | $278.0M | $22.5M | ||
| Q1 25 | $83.0M | $35.4M | ||
| Q4 24 | $450.0M | $100.7M | ||
| Q3 24 | $266.0M | $77.5M | ||
| Q2 24 | $306.0M | $188.6M | ||
| Q1 24 | $248.0M | $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 | 82.9% | 18.7% | ||
| Q3 25 | 81.9% | 16.7% | ||
| Q2 25 | 69.8% | 18.7% | ||
| Q1 25 | 24.4% | 15.6% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | 61.9% | 16.2% | ||
| Q2 24 | 90.9% | 11.2% | ||
| Q1 24 | 78.6% | 12.9% |
| Q4 25 | -21.5% | 13.0% | ||
| Q3 25 | 64.7% | 12.4% | ||
| Q2 25 | 50.8% | 3.5% | ||
| Q1 25 | 18.2% | 6.2% | ||
| Q4 24 | 91.3% | 16.9% | ||
| Q3 24 | 52.6% | 14.2% | ||
| Q2 24 | 60.7% | 38.6% | ||
| Q1 24 | 58.9% | 11.7% |
| Q4 25 | $-0.44 | $1.42 | ||
| Q3 25 | $1.33 | $1.24 | ||
| Q2 25 | $1.02 | $0.32 | ||
| Q1 25 | $0.30 | $0.50 | ||
| Q4 24 | $1.65 | $1.38 | ||
| Q3 24 | $0.97 | $1.08 | ||
| Q2 24 | $1.12 | $2.59 | ||
| Q1 24 | $0.91 | $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 | $2.6B | — |
| Total DebtLower is stronger | $4.4B | $930.8M |
| Stockholders' EquityBook value | $7.4B | $1.5B |
| Total Assets | $109.0B | $3.2B |
| Debt / EquityLower = less leverage | 0.59× | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.6B | — | ||
| Q3 25 | $3.5B | — | ||
| Q2 25 | $3.3B | — | ||
| Q1 25 | $4.5B | — | ||
| Q4 24 | $3.5B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $4.9B | — | ||
| Q1 24 | $3.5B | — |
| Q4 25 | $4.4B | $930.8M | ||
| Q3 25 | $4.4B | $934.9M | ||
| Q2 25 | $4.4B | $939.0M | ||
| Q1 25 | $4.4B | $1.6B | ||
| Q4 24 | $4.3B | $1.3B | ||
| Q3 24 | $4.2B | $1.4B | ||
| Q2 24 | $4.2B | $1.4B | ||
| Q1 24 | $3.9B | $1.4B |
| Q4 25 | $7.4B | $1.5B | ||
| Q3 25 | $8.4B | $1.4B | ||
| Q2 25 | $7.9B | $1.5B | ||
| Q1 25 | $7.9B | $1.3B | ||
| Q4 24 | $7.8B | $1.2B | ||
| Q3 24 | $8.1B | $1.1B | ||
| Q2 24 | $7.3B | $998.4M | ||
| Q1 24 | $7.1B | $790.7M |
| Q4 25 | $109.0B | $3.2B | ||
| Q3 25 | $106.6B | $3.0B | ||
| Q2 25 | $102.3B | $3.5B | ||
| Q1 25 | $98.2B | $3.5B | ||
| Q4 24 | $95.4B | $3.1B | ||
| Q3 24 | $94.7B | $3.0B | ||
| Q2 24 | $88.8B | $2.9B | ||
| Q1 24 | $84.5B | $2.6B |
| Q4 25 | 0.59× | 0.61× | ||
| Q3 25 | 0.53× | 0.68× | ||
| Q2 25 | 0.56× | 0.64× | ||
| Q1 25 | 0.56× | 1.21× | ||
| Q4 24 | 0.56× | 1.07× | ||
| Q3 24 | 0.52× | 1.21× | ||
| Q2 24 | 0.58× | 1.36× | ||
| Q1 24 | 0.55× | 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 | $1.5B | $183.3M |
| Free Cash FlowOCF − Capex | — | $48.2M |
| FCF MarginFCF / Revenue | — | 6.2% |
| Capex IntensityCapex / Revenue | — | 17.2% |
| Cash ConversionOCF / Net Profit | — | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | — | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $183.3M | ||
| Q3 25 | $1.3B | $125.7M | ||
| Q2 25 | $1.9B | $196.5M | ||
| Q1 25 | $1.1B | $63.8M | ||
| Q4 24 | $1.5B | $147.7M | ||
| Q3 24 | $2.4B | $98.5M | ||
| Q2 24 | $1.4B | $96.5M | ||
| Q1 24 | $1.6B | $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 | — | 1.80× | ||
| Q3 25 | 3.66× | 1.43× | ||
| Q2 25 | 6.82× | 8.73× | ||
| Q1 25 | 13.43× | 1.80× | ||
| Q4 24 | 3.32× | 1.47× | ||
| Q3 24 | 8.89× | 1.27× | ||
| Q2 24 | 4.45× | 0.51× | ||
| Q1 24 | 6.42× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FNF
| Escrow Fees | $241.0M | 44% |
| Other Title Related Fees And Income | $182.0M | 33% |
| Service Link Excluding Title Premiums Escrow Fees And Subservicing Fees | $87.0M | 16% |
| Insurance Contracts Home Warranty | $31.0M | 6% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
