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Side-by-side financial comparison of Insulet Corporation (PODD) and WEIBO Corp (WB). Click either name above to swap in a different company.
WEIBO Corp is the larger business by last-quarter revenue ($1.3B vs $783.7M, roughly 1.6× Insulet Corporation). WEIBO Corp runs the higher net margin — 35.7% vs 13.0%, a 22.7% gap on every dollar of revenue. Over the past eight quarters, Insulet Corporation's revenue compounded faster (33.2% CAGR vs 22.6%).
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.
Weibo Corporation is a Chinese social network company known for the microblogging website Sina Weibo. It is based in Beijing, China.
PODD vs WB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $1.3B |
| Net Profit | $101.6M | $458.3M |
| Gross Margin | 72.6% | — |
| Operating Margin | 18.7% | 29.1% |
| Net Margin | 13.0% | 35.7% |
| Revenue YoY | 31.2% | — |
| Net Profit YoY | 0.9% | — |
| EPS (diluted) | $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 | $783.7M | — | ||
| Q3 25 | $706.3M | $1.3B | ||
| Q2 25 | $649.1M | $841.7M | ||
| Q1 25 | $569.0M | $396.9M | ||
| Q4 24 | $597.5M | — | ||
| Q3 24 | $543.9M | $1.3B | ||
| Q2 24 | $488.5M | $833.4M | ||
| Q1 24 | $441.7M | $395.5M |
| Q4 25 | $101.6M | — | ||
| Q3 25 | $87.6M | $458.3M | ||
| Q2 25 | $22.5M | $234.8M | ||
| Q1 25 | $35.4M | $108.1M | ||
| Q4 24 | $100.7M | — | ||
| Q3 24 | $77.5M | $297.4M | ||
| Q2 24 | $188.6M | $164.6M | ||
| Q1 24 | $51.5M | $51.1M |
| 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% | — | ||
| Q3 25 | 16.7% | 29.1% | ||
| Q2 25 | 18.7% | 30.4% | ||
| Q1 25 | 15.6% | 27.8% | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 16.2% | 29.0% | ||
| Q2 24 | 11.2% | 28.2% | ||
| Q1 24 | 12.9% | 25.2% |
| Q4 25 | 13.0% | — | ||
| Q3 25 | 12.4% | 35.7% | ||
| Q2 25 | 3.5% | 27.9% | ||
| Q1 25 | 6.2% | 27.2% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 14.2% | 22.9% | ||
| Q2 24 | 38.6% | 19.8% | ||
| Q1 24 | 11.7% | 12.9% |
| Q4 25 | $1.42 | — | ||
| Q3 25 | $1.24 | — | ||
| Q2 25 | $0.32 | — | ||
| Q1 25 | $0.50 | — | ||
| Q4 24 | $1.38 | — | ||
| Q3 24 | $1.08 | — | ||
| Q2 24 | $2.59 | — | ||
| Q1 24 | $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 | — | $1.1B |
| Total DebtLower is stronger | $930.8M | — |
| Stockholders' EquityBook value | $1.5B | $3.9B |
| Total Assets | $3.2B | $6.9B |
| Debt / EquityLower = less leverage | 0.61× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | — | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $2.1B |
| 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 | — | ||
| Q3 25 | $1.4B | $3.9B | ||
| Q2 25 | $1.5B | $3.6B | ||
| Q1 25 | $1.3B | $3.5B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $998.4M | $3.4B | ||
| Q1 24 | $790.7M | $3.3B |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $6.9B | ||
| Q2 25 | $3.5B | $6.5B | ||
| Q1 25 | $3.5B | $6.7B | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $2.9B | $7.1B | ||
| Q1 24 | $2.6B | $7.3B |
| 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 | — |
| 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 | — | ||
| Q3 25 | $125.7M | — | ||
| Q2 25 | $196.5M | — | ||
| Q1 25 | $63.8M | — | ||
| Q4 24 | $147.7M | — | ||
| Q3 24 | $98.5M | — | ||
| Q2 24 | $96.5M | — | ||
| Q1 24 | $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 | 1.43× | — | ||
| Q2 25 | 8.73× | — | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 0.51× | — | ||
| 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% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
