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Side-by-side financial comparison of Insulet Corporation (PODD) and SM Energy Co (SM). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $704.9M, roughly 1.1× SM Energy Co). On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs -17.3%). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 12.2%).
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.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
PODD vs SM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $704.9M |
| Net Profit | $101.6M | — |
| Gross Margin | 72.6% | — |
| Operating Margin | 18.7% | 25.9% |
| Net Margin | 13.0% | — |
| Revenue YoY | 31.2% | -17.3% |
| Net Profit YoY | 0.9% | — |
| EPS (diluted) | $1.42 | $0.94 |
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 | $783.7M | $704.9M | ||
| Q3 25 | $706.3M | $811.6M | ||
| Q2 25 | $649.1M | $792.9M | ||
| Q1 25 | $569.0M | $844.5M | ||
| Q4 24 | $597.5M | $852.0M | ||
| Q3 24 | $543.9M | $643.6M | ||
| Q2 24 | $488.5M | $634.6M | ||
| Q1 24 | $441.7M | $559.9M |
| Q4 25 | $101.6M | — | ||
| Q3 25 | $87.6M | $155.1M | ||
| Q2 25 | $22.5M | $201.7M | ||
| Q1 25 | $35.4M | $182.3M | ||
| Q4 24 | $100.7M | — | ||
| Q3 24 | $77.5M | $240.5M | ||
| Q2 24 | $188.6M | $210.3M | ||
| Q1 24 | $51.5M | $131.2M |
| 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 | 18.7% | 25.9% | ||
| Q3 25 | 16.7% | 30.4% | ||
| Q2 25 | 18.7% | 37.2% | ||
| Q1 25 | 15.6% | 32.7% | ||
| Q4 24 | 18.3% | 33.7% | ||
| Q3 24 | 16.2% | 51.4% | ||
| Q2 24 | 11.2% | 44.0% | ||
| Q1 24 | 12.9% | 31.9% |
| Q4 25 | 13.0% | — | ||
| Q3 25 | 12.4% | 19.1% | ||
| Q2 25 | 3.5% | 25.4% | ||
| Q1 25 | 6.2% | 21.6% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 14.2% | 37.4% | ||
| Q2 24 | 38.6% | 33.1% | ||
| Q1 24 | 11.7% | 23.4% |
| Q4 25 | $1.42 | $0.94 | ||
| Q3 25 | $1.24 | $1.35 | ||
| Q2 25 | $0.32 | $1.76 | ||
| Q1 25 | $0.50 | $1.59 | ||
| Q4 24 | $1.38 | $1.63 | ||
| Q3 24 | $1.08 | $2.09 | ||
| Q2 24 | $2.59 | $1.82 | ||
| Q1 24 | $0.73 | $1.13 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $368.0M |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $4.8B |
| Total Assets | $3.2B | $9.3B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $368.0M | ||
| Q3 25 | — | $162.3M | ||
| Q2 25 | — | $101.9M | ||
| Q1 25 | — | $54.0K | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $487.9M | ||
| Q1 24 | — | $506.3M |
| Q4 25 | $930.8M | — | ||
| Q3 25 | $934.9M | — | ||
| Q2 25 | $939.0M | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $1.5B | $4.8B | ||
| Q3 25 | $1.4B | $4.7B | ||
| Q2 25 | $1.5B | $4.6B | ||
| Q1 25 | $1.3B | $4.4B | ||
| Q4 24 | $1.2B | $4.2B | ||
| Q3 24 | $1.1B | $4.1B | ||
| Q2 24 | $998.4M | $3.8B | ||
| Q1 24 | $790.7M | $3.7B |
| Q4 25 | $3.2B | $9.3B | ||
| Q3 25 | $3.0B | $9.1B | ||
| Q2 25 | $3.5B | $9.0B | ||
| Q1 25 | $3.5B | $8.8B | ||
| Q4 24 | $3.1B | $8.6B | ||
| Q3 24 | $3.0B | $8.0B | ||
| Q2 24 | $2.9B | $6.7B | ||
| Q1 24 | $2.6B | $6.4B |
| 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 | $183.3M | $451.9M |
| 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 | $183.3M | $451.9M | ||
| Q3 25 | $125.7M | $505.0M | ||
| Q2 25 | $196.5M | $571.1M | ||
| Q1 25 | $63.8M | $483.0M | ||
| Q4 24 | $147.7M | $578.4M | ||
| Q3 24 | $98.5M | $452.3M | ||
| Q2 24 | $96.5M | $476.4M | ||
| Q1 24 | $87.6M | $276.0M |
| 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 | 1.43× | 3.26× | ||
| Q2 25 | 8.73× | 2.83× | ||
| Q1 25 | 1.80× | 2.65× | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | 1.88× | ||
| Q2 24 | 0.51× | 2.27× | ||
| Q1 24 | 1.70× | 2.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
SM
Segment breakdown not available.
