vs
Side-by-side financial comparison of Insulet Corporation (PODD) and TripAdvisor, Inc. (TRIP). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $411.0M, roughly 1.9× TripAdvisor, Inc.). Insulet Corporation runs the higher net margin — 13.0% vs -9.2%, a 22.2% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 0.0%). Insulet Corporation produced more free cash flow last quarter ($48.2M vs $-122.0M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 2.0%).
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.
Tripadvisor is an American company that operates online travel agencies, comparison shopping websites, and mobile apps with user-generated content.
PODD vs TRIP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $411.0M |
| Net Profit | $101.6M | $-38.0M |
| Gross Margin | 72.6% | 91.5% |
| Operating Margin | 18.7% | -8.3% |
| Net Margin | 13.0% | -9.2% |
| Revenue YoY | 31.2% | 0.0% |
| Net Profit YoY | 0.9% | -3900.0% |
| EPS (diluted) | $1.42 | $-0.32 |
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 | $411.0M | ||
| Q3 25 | $706.3M | $553.0M | ||
| Q2 25 | $649.1M | $529.0M | ||
| Q1 25 | $569.0M | $398.0M | ||
| Q4 24 | $597.5M | $411.0M | ||
| Q3 24 | $543.9M | $532.0M | ||
| Q2 24 | $488.5M | $497.0M | ||
| Q1 24 | $441.7M | $395.0M |
| Q4 25 | $101.6M | $-38.0M | ||
| Q3 25 | $87.6M | $53.0M | ||
| Q2 25 | $22.5M | $36.0M | ||
| Q1 25 | $35.4M | $-11.0M | ||
| Q4 24 | $100.7M | $1.0M | ||
| Q3 24 | $77.5M | $39.0M | ||
| Q2 24 | $188.6M | $24.0M | ||
| Q1 24 | $51.5M | $-59.0M |
| Q4 25 | 72.6% | 91.5% | ||
| Q3 25 | 72.2% | 92.6% | ||
| Q2 25 | 69.7% | 92.1% | ||
| Q1 25 | 71.9% | 93.2% | ||
| Q4 24 | 72.1% | 93.4% | ||
| Q3 24 | 69.3% | 92.5% | ||
| Q2 24 | 67.7% | 92.8% | ||
| Q1 24 | 69.5% | 93.7% |
| Q4 25 | 18.7% | -8.3% | ||
| Q3 25 | 16.7% | 12.7% | ||
| Q2 25 | 18.7% | 11.2% | ||
| Q1 25 | 15.6% | -3.8% | ||
| Q4 24 | 18.3% | 0.2% | ||
| Q3 24 | 16.2% | 13.2% | ||
| Q2 24 | 11.2% | 7.2% | ||
| Q1 24 | 12.9% | -3.8% |
| Q4 25 | 13.0% | -9.2% | ||
| Q3 25 | 12.4% | 9.6% | ||
| Q2 25 | 3.5% | 6.8% | ||
| Q1 25 | 6.2% | -2.8% | ||
| Q4 24 | 16.9% | 0.2% | ||
| Q3 24 | 14.2% | 7.3% | ||
| Q2 24 | 38.6% | 4.8% | ||
| Q1 24 | 11.7% | -14.9% |
| Q4 25 | $1.42 | $-0.32 | ||
| Q3 25 | $1.24 | $0.43 | ||
| Q2 25 | $0.32 | $0.28 | ||
| Q1 25 | $0.50 | $-0.08 | ||
| Q4 24 | $1.38 | $0.03 | ||
| Q3 24 | $1.08 | $0.27 | ||
| Q2 24 | $2.59 | $0.17 | ||
| Q1 24 | $0.73 | $-0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $1.0B |
| Total DebtLower is stronger | $930.8M | $819.0M |
| Stockholders' EquityBook value | $1.5B | $645.0M |
| Total Assets | $3.2B | $2.6B |
| Debt / EquityLower = less leverage | 0.61× | 1.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.2B |
| Q4 25 | $930.8M | $819.0M | ||
| Q3 25 | $934.9M | $821.0M | ||
| Q2 25 | $939.0M | $822.0M | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.3B | $831.0M | ||
| Q3 24 | $1.4B | $832.0M | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $1.5B | $645.0M | ||
| Q3 25 | $1.4B | $707.0M | ||
| Q2 25 | $1.5B | $627.0M | ||
| Q1 25 | $1.3B | $643.0M | ||
| Q4 24 | $1.2B | $943.0M | ||
| Q3 24 | $1.1B | $944.0M | ||
| Q2 24 | $998.4M | $857.0M | ||
| Q1 24 | $790.7M | $825.0M |
| Q4 25 | $3.2B | $2.6B | ||
| Q3 25 | $3.0B | $2.8B | ||
| Q2 25 | $3.5B | $2.9B | ||
| Q1 25 | $3.5B | $2.8B | ||
| Q4 24 | $3.1B | $2.6B | ||
| Q3 24 | $3.0B | $2.7B | ||
| Q2 24 | $2.9B | $2.8B | ||
| Q1 24 | $2.6B | $2.7B |
| Q4 25 | 0.61× | 1.27× | ||
| Q3 25 | 0.68× | 1.16× | ||
| Q2 25 | 0.64× | 1.31× | ||
| Q1 25 | 1.21× | 1.81× | ||
| Q4 24 | 1.07× | 0.88× | ||
| Q3 24 | 1.21× | 0.88× | ||
| 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 | $-103.0M |
| Free Cash FlowOCF − Capex | $48.2M | $-122.0M |
| FCF MarginFCF / Revenue | 6.2% | -29.7% |
| Capex IntensityCapex / Revenue | 17.2% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.80× | — |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $163.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $-103.0M | ||
| Q3 25 | $125.7M | $44.0M | ||
| Q2 25 | $196.5M | $202.0M | ||
| Q1 25 | $63.8M | $102.0M | ||
| Q4 24 | $147.7M | $-3.0M | ||
| Q3 24 | $98.5M | $-43.0M | ||
| Q2 24 | $96.5M | $51.0M | ||
| Q1 24 | $87.6M | $139.0M |
| Q4 25 | $48.2M | $-122.0M | ||
| Q3 25 | $100.1M | $25.0M | ||
| Q2 25 | $177.9M | $177.0M | ||
| Q1 25 | $51.5M | $83.0M | ||
| Q4 24 | $94.1M | $-26.0M | ||
| Q3 24 | $71.8M | $-63.0M | ||
| Q2 24 | $74.0M | $36.0M | ||
| Q1 24 | $65.5M | $123.0M |
| Q4 25 | 6.2% | -29.7% | ||
| Q3 25 | 14.2% | 4.5% | ||
| Q2 25 | 27.4% | 33.5% | ||
| Q1 25 | 9.1% | 20.9% | ||
| Q4 24 | 15.7% | -6.3% | ||
| Q3 24 | 13.2% | -11.8% | ||
| Q2 24 | 15.1% | 7.2% | ||
| Q1 24 | 14.8% | 31.1% |
| Q4 25 | 17.2% | 4.6% | ||
| Q3 25 | 3.6% | 3.4% | ||
| Q2 25 | 2.9% | 4.7% | ||
| Q1 25 | 2.2% | 4.8% | ||
| Q4 24 | 9.0% | 5.6% | ||
| Q3 24 | 4.9% | 3.8% | ||
| Q2 24 | 4.6% | 3.0% | ||
| Q1 24 | 5.0% | 4.1% |
| Q4 25 | 1.80× | — | ||
| Q3 25 | 1.43× | 0.83× | ||
| Q2 25 | 8.73× | 5.61× | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.47× | -3.00× | ||
| Q3 24 | 1.27× | -1.10× | ||
| Q2 24 | 0.51× | 2.13× | ||
| Q1 24 | 1.70× | — |
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% |
TRIP
| Third Party | $327.0M | 80% |
| The Fork | $58.0M | 14% |
| Other | $26.0M | 6% |
