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Side-by-side financial comparison of Insulet Corporation (PODD) and StoneX Group Inc. (SNEX). Click either name above to swap in a different company.
StoneX Group Inc. is the larger business by last-quarter revenue ($1.2B vs $783.7M, roughly 1.5× Insulet Corporation). Insulet Corporation runs the higher net margin — 13.0% vs 11.6%, a 1.4% gap on every dollar of revenue. On growth, StoneX Group Inc. posted the faster year-over-year revenue change (81.0% vs 31.2%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $-1.3B). Over the past eight quarters, StoneX Group Inc.'s revenue compounded faster (53.5% CAGR vs 33.2%).
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.
StoneX Group Inc. is an American financial services company. The company operates in six areas: commercial hedging, global payments, securities, physical commodities, foreign exchange and clearing and execution services (CES).
PODD vs SNEX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $1.2B |
| Net Profit | $101.6M | $139.0M |
| Gross Margin | 72.6% | — |
| Operating Margin | 18.7% | 15.4% |
| Net Margin | 13.0% | 11.6% |
| Revenue YoY | 31.2% | 81.0% |
| Net Profit YoY | 0.9% | 63.3% |
| EPS (diluted) | $1.42 | $2.50 |
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 | $1.2B | ||
| Q3 25 | $706.3M | $32.7B | ||
| Q2 25 | $649.1M | $851.2M | ||
| Q1 25 | $569.0M | $820.4M | ||
| Q4 24 | $597.5M | $663.1M | ||
| Q3 24 | $543.9M | $31.1B | ||
| Q2 24 | $488.5M | $571.8M | ||
| Q1 24 | $441.7M | $509.2M |
| Q4 25 | $101.6M | $139.0M | ||
| Q3 25 | $87.6M | $85.7M | ||
| Q2 25 | $22.5M | $63.4M | ||
| Q1 25 | $35.4M | $71.7M | ||
| Q4 24 | $100.7M | $85.1M | ||
| Q3 24 | $77.5M | $76.7M | ||
| Q2 24 | $188.6M | $61.9M | ||
| Q1 24 | $51.5M | $53.1M |
| Q4 25 | 72.6% | — | ||
| Q3 25 | 72.2% | 3.7% | ||
| Q2 25 | 69.7% | — | ||
| Q1 25 | 71.9% | — | ||
| Q4 24 | 72.1% | — | ||
| Q3 24 | 69.3% | 3.0% | ||
| Q2 24 | 67.7% | — | ||
| Q1 24 | 69.5% | — |
| Q4 25 | 18.7% | 15.4% | ||
| Q3 25 | 16.7% | 0.3% | ||
| Q2 25 | 18.7% | -1.3% | ||
| Q1 25 | 15.6% | -1.0% | ||
| Q4 24 | 18.3% | -3.2% | ||
| Q3 24 | 16.2% | -0.0% | ||
| Q2 24 | 11.2% | -4.7% | ||
| Q1 24 | 12.9% | -2.5% |
| Q4 25 | 13.0% | 11.6% | ||
| Q3 25 | 12.4% | 0.3% | ||
| Q2 25 | 3.5% | 7.4% | ||
| Q1 25 | 6.2% | 8.7% | ||
| Q4 24 | 16.9% | 12.8% | ||
| Q3 24 | 14.2% | 0.2% | ||
| Q2 24 | 38.6% | 10.8% | ||
| Q1 24 | 11.7% | 10.4% |
| Q4 25 | $1.42 | $2.50 | ||
| Q3 25 | $1.24 | $0.72 | ||
| Q2 25 | $0.32 | $1.22 | ||
| Q1 25 | $0.50 | $1.41 | ||
| Q4 24 | $1.38 | $1.69 | ||
| Q3 24 | $1.08 | $2.32 | ||
| Q2 24 | $2.59 | $1.25 | ||
| Q1 24 | $0.73 | $1.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.6B |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $2.5B |
| Total Assets | $3.2B | $47.8B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.3B |
| 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 | $2.5B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.1B | $1.7B | ||
| Q2 24 | $998.4M | $1.6B | ||
| Q1 24 | $790.7M | $1.5B |
| Q4 25 | $3.2B | $47.8B | ||
| Q3 25 | $3.0B | $45.3B | ||
| Q2 25 | $3.5B | $34.3B | ||
| Q1 25 | $3.5B | $31.3B | ||
| Q4 24 | $3.1B | $29.6B | ||
| Q3 24 | $3.0B | $27.5B | ||
| Q2 24 | $2.9B | $25.9B | ||
| Q1 24 | $2.6B | $25.7B |
| 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 | $-1.3B |
| Free Cash FlowOCF − Capex | $48.2M | $-1.3B |
| FCF MarginFCF / Revenue | 6.2% | -106.4% |
| Capex IntensityCapex / Revenue | 17.2% | 1.3% |
| Cash ConversionOCF / Net Profit | 1.80× | -9.08× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $3.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $-1.3B | ||
| Q3 25 | $125.7M | $3.5B | ||
| Q2 25 | $196.5M | $1.5B | ||
| Q1 25 | $63.8M | $-154.5M | ||
| Q4 24 | $147.7M | $-477.8M | ||
| Q3 24 | $98.5M | $192.6M | ||
| Q2 24 | $96.5M | $-622.1M | ||
| Q1 24 | $87.6M | $784.0M |
| Q4 25 | $48.2M | $-1.3B | ||
| Q3 25 | $100.1M | $3.5B | ||
| Q2 25 | $177.9M | $1.5B | ||
| Q1 25 | $51.5M | $-169.8M | ||
| Q4 24 | $94.1M | $-491.4M | ||
| Q3 24 | $71.8M | $175.9M | ||
| Q2 24 | $74.0M | $-640.5M | ||
| Q1 24 | $65.5M | $766.6M |
| Q4 25 | 6.2% | -106.4% | ||
| Q3 25 | 14.2% | 10.7% | ||
| Q2 25 | 27.4% | 173.3% | ||
| Q1 25 | 9.1% | -20.7% | ||
| Q4 24 | 15.7% | -74.1% | ||
| Q3 24 | 13.2% | 0.6% | ||
| Q2 24 | 15.1% | -112.0% | ||
| Q1 24 | 14.8% | 150.5% |
| Q4 25 | 17.2% | 1.3% | ||
| Q3 25 | 3.6% | 0.1% | ||
| Q2 25 | 2.9% | 1.9% | ||
| Q1 25 | 2.2% | 1.9% | ||
| Q4 24 | 9.0% | 2.1% | ||
| Q3 24 | 4.9% | 0.1% | ||
| Q2 24 | 4.6% | 3.2% | ||
| Q1 24 | 5.0% | 3.4% |
| Q4 25 | 1.80× | -9.08× | ||
| Q3 25 | 1.43× | 41.18× | ||
| Q2 25 | 8.73× | 23.52× | ||
| Q1 25 | 1.80× | -2.15× | ||
| Q4 24 | 1.47× | -5.61× | ||
| Q3 24 | 1.27× | 2.51× | ||
| Q2 24 | 0.51× | -10.05× | ||
| Q1 24 | 1.70× | 14.76× |
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% |
SNEX
Segment breakdown not available.
