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Side-by-side financial comparison of MSCI Inc. (MSCI) and Insulet Corporation (PODD). Click either name above to swap in a different company.
MSCI Inc. is the larger business by last-quarter revenue ($822.5M vs $783.7M, roughly 1.0× Insulet Corporation). MSCI Inc. runs the higher net margin — 34.6% vs 13.0%, a 21.6% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 10.6%). MSCI Inc. produced more free cash flow last quarter ($488.7M vs $48.2M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 10.0%).
MSCI Inc. is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
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.
MSCI vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $822.5M | $783.7M |
| Net Profit | $284.7M | $101.6M |
| Gross Margin | — | 72.6% |
| Operating Margin | 56.4% | 18.7% |
| Net Margin | 34.6% | 13.0% |
| Revenue YoY | 10.6% | 31.2% |
| Net Profit YoY | -6.8% | 0.9% |
| EPS (diluted) | $3.81 | $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 | $822.5M | $783.7M | ||
| Q3 25 | $793.4M | $706.3M | ||
| Q2 25 | $772.7M | $649.1M | ||
| Q1 25 | $745.8M | $569.0M | ||
| Q4 24 | $743.5M | $597.5M | ||
| Q3 24 | $724.7M | $543.9M | ||
| Q2 24 | $707.9M | $488.5M | ||
| Q1 24 | $680.0M | $441.7M |
| Q4 25 | $284.7M | $101.6M | ||
| Q3 25 | $325.4M | $87.6M | ||
| Q2 25 | $303.6M | $22.5M | ||
| Q1 25 | $288.6M | $35.4M | ||
| Q4 24 | $305.5M | $100.7M | ||
| Q3 24 | $280.9M | $77.5M | ||
| Q2 24 | $266.8M | $188.6M | ||
| Q1 24 | $256.0M | $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 | 56.4% | 18.7% | ||
| Q3 25 | 56.4% | 16.7% | ||
| Q2 25 | 55.0% | 18.7% | ||
| Q1 25 | 50.6% | 15.6% | ||
| Q4 24 | 54.5% | 18.3% | ||
| Q3 24 | 55.4% | 16.2% | ||
| Q2 24 | 54.0% | 11.2% | ||
| Q1 24 | 49.9% | 12.9% |
| Q4 25 | 34.6% | 13.0% | ||
| Q3 25 | 41.0% | 12.4% | ||
| Q2 25 | 39.3% | 3.5% | ||
| Q1 25 | 38.7% | 6.2% | ||
| Q4 24 | 41.1% | 16.9% | ||
| Q3 24 | 38.8% | 14.2% | ||
| Q2 24 | 37.7% | 38.6% | ||
| Q1 24 | 37.6% | 11.7% |
| Q4 25 | $3.81 | $1.42 | ||
| Q3 25 | $4.25 | $1.24 | ||
| Q2 25 | $3.92 | $0.32 | ||
| Q1 25 | $3.71 | $0.50 | ||
| Q4 24 | $3.89 | $1.38 | ||
| Q3 24 | $3.57 | $1.08 | ||
| Q2 24 | $3.37 | $2.59 | ||
| Q1 24 | $3.22 | $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 | $515.3M | — |
| Total DebtLower is stronger | $6.2B | $930.8M |
| Stockholders' EquityBook value | $-2.7B | $1.5B |
| Total Assets | $5.7B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.61× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $515.3M | — | ||
| Q3 25 | $400.1M | — | ||
| Q2 25 | $347.3M | — | ||
| Q1 25 | $360.7M | — | ||
| Q4 24 | $409.4M | — | ||
| Q3 24 | $501.0M | — | ||
| Q2 24 | $451.4M | — | ||
| Q1 24 | $519.3M | — |
| Q4 25 | $6.2B | $930.8M | ||
| Q3 25 | $5.5B | $934.9M | ||
| Q2 25 | $4.5B | $939.0M | ||
| Q1 25 | $4.5B | $1.6B | ||
| Q4 24 | $4.5B | $1.3B | ||
| Q3 24 | $4.5B | $1.4B | ||
| Q2 24 | $4.5B | $1.4B | ||
| Q1 24 | $4.5B | $1.4B |
| Q4 25 | $-2.7B | $1.5B | ||
| Q3 25 | $-1.9B | $1.4B | ||
| Q2 25 | $-886.2M | $1.5B | ||
| Q1 25 | $-958.6M | $1.3B | ||
| Q4 24 | $-940.0M | $1.2B | ||
| Q3 24 | $-751.0M | $1.1B | ||
| Q2 24 | $-734.5M | $998.4M | ||
| Q1 24 | $-650.5M | $790.7M |
| Q4 25 | $5.7B | $3.2B | ||
| Q3 25 | $5.4B | $3.0B | ||
| Q2 25 | $5.4B | $3.5B | ||
| Q1 25 | $5.3B | $3.5B | ||
| Q4 24 | $5.4B | $3.1B | ||
| Q3 24 | $5.4B | $3.0B | ||
| Q2 24 | $5.5B | $2.9B | ||
| Q1 24 | $5.5B | $2.6B |
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 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 | $501.1M | $183.3M |
| Free Cash FlowOCF − Capex | $488.7M | $48.2M |
| FCF MarginFCF / Revenue | 59.4% | 6.2% |
| Capex IntensityCapex / Revenue | 1.5% | 17.2% |
| Cash ConversionOCF / Net Profit | 1.76× | 1.80× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $377.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $501.1M | $183.3M | ||
| Q3 25 | $449.4M | $125.7M | ||
| Q2 25 | $336.1M | $196.5M | ||
| Q1 25 | $301.7M | $63.8M | ||
| Q4 24 | $430.6M | $147.7M | ||
| Q3 24 | $421.6M | $98.5M | ||
| Q2 24 | $349.2M | $96.5M | ||
| Q1 24 | $300.1M | $87.6M |
| Q4 25 | $488.7M | $48.2M | ||
| Q3 25 | $445.5M | $100.1M | ||
| Q2 25 | $324.7M | $177.9M | ||
| Q1 25 | $290.2M | $51.5M | ||
| Q4 24 | $416.4M | $94.1M | ||
| Q3 24 | $415.0M | $71.8M | ||
| Q2 24 | $340.6M | $74.0M | ||
| Q1 24 | $295.9M | $65.5M |
| Q4 25 | 59.4% | 6.2% | ||
| Q3 25 | 56.2% | 14.2% | ||
| Q2 25 | 42.0% | 27.4% | ||
| Q1 25 | 38.9% | 9.1% | ||
| Q4 24 | 56.0% | 15.7% | ||
| Q3 24 | 57.3% | 13.2% | ||
| Q2 24 | 48.1% | 15.1% | ||
| Q1 24 | 43.5% | 14.8% |
| Q4 25 | 1.5% | 17.2% | ||
| Q3 25 | 0.5% | 3.6% | ||
| Q2 25 | 1.5% | 2.9% | ||
| Q1 25 | 1.5% | 2.2% | ||
| Q4 24 | 1.9% | 9.0% | ||
| Q3 24 | 0.9% | 4.9% | ||
| Q2 24 | 1.2% | 4.6% | ||
| Q1 24 | 0.6% | 5.0% |
| Q4 25 | 1.76× | 1.80× | ||
| Q3 25 | 1.38× | 1.43× | ||
| Q2 25 | 1.11× | 8.73× | ||
| Q1 25 | 1.05× | 1.80× | ||
| Q4 24 | 1.41× | 1.47× | ||
| Q3 24 | 1.50× | 1.27× | ||
| Q2 24 | 1.31× | 0.51× | ||
| Q1 24 | 1.17× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MSCI
| Recurring Subscriptions | $246.4M | 30% |
| Asset Based Fees | $211.7M | 26% |
| Analytics Segment | $182.3M | 22% |
| Sustainability And Climate Segment | $90.3M | 11% |
| Other | $70.9M | 9% |
| Non Recurring | $21.1M | 3% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
