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Side-by-side financial comparison of Insulet Corporation (PODD) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($783.7M vs $394.6M, roughly 2.0× Zeta Global Holdings Corp.). Insulet Corporation runs the higher net margin — 13.0% vs 1.7%, a 11.3% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (31.2% vs 25.4%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $48.2M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% 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.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
PODD vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $783.7M | $394.6M |
| Net Profit | $101.6M | $6.5M |
| Gross Margin | 72.6% | 59.5% |
| Operating Margin | 18.7% | 4.5% |
| Net Margin | 13.0% | 1.7% |
| Revenue YoY | 31.2% | 25.4% |
| Net Profit YoY | 0.9% | -57.1% |
| EPS (diluted) | $1.42 | $0.04 |
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 | $394.6M | ||
| Q3 25 | $706.3M | $337.2M | ||
| Q2 25 | $649.1M | $308.4M | ||
| Q1 25 | $569.0M | $264.4M | ||
| Q4 24 | $597.5M | $314.7M | ||
| Q3 24 | $543.9M | $268.3M | ||
| Q2 24 | $488.5M | $227.8M | ||
| Q1 24 | $441.7M | $194.9M |
| Q4 25 | $101.6M | $6.5M | ||
| Q3 25 | $87.6M | $-3.6M | ||
| Q2 25 | $22.5M | $-12.8M | ||
| Q1 25 | $35.4M | $-21.6M | ||
| Q4 24 | $100.7M | $15.2M | ||
| Q3 24 | $77.5M | $-17.4M | ||
| Q2 24 | $188.6M | $-28.1M | ||
| Q1 24 | $51.5M | $-39.6M |
| Q4 25 | 72.6% | 59.5% | ||
| Q3 25 | 72.2% | 60.5% | ||
| Q2 25 | 69.7% | 62.1% | ||
| Q1 25 | 71.9% | 60.9% | ||
| Q4 24 | 72.1% | 60.0% | ||
| Q3 24 | 69.3% | 60.6% | ||
| Q2 24 | 67.7% | 60.0% | ||
| Q1 24 | 69.5% | 60.6% |
| Q4 25 | 18.7% | 4.5% | ||
| Q3 25 | 16.7% | 2.6% | ||
| Q2 25 | 18.7% | -1.7% | ||
| Q1 25 | 15.6% | -6.1% | ||
| Q4 24 | 18.3% | 2.2% | ||
| Q3 24 | 16.2% | -4.6% | ||
| Q2 24 | 11.2% | -11.7% | ||
| Q1 24 | 12.9% | -18.4% |
| Q4 25 | 13.0% | 1.7% | ||
| Q3 25 | 12.4% | -1.1% | ||
| Q2 25 | 3.5% | -4.2% | ||
| Q1 25 | 6.2% | -8.2% | ||
| Q4 24 | 16.9% | 4.8% | ||
| Q3 24 | 14.2% | -6.5% | ||
| Q2 24 | 38.6% | -12.3% | ||
| Q1 24 | 11.7% | -20.3% |
| Q4 25 | $1.42 | $0.04 | ||
| Q3 25 | $1.24 | $-0.02 | ||
| Q2 25 | $0.32 | $-0.06 | ||
| Q1 25 | $0.50 | $-0.10 | ||
| Q4 24 | $1.38 | $0.10 | ||
| Q3 24 | $1.08 | $-0.09 | ||
| Q2 24 | $2.59 | $-0.16 | ||
| Q1 24 | $0.73 | $-0.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $319.8M |
| Total DebtLower is stronger | $930.8M | $197.1M |
| Stockholders' EquityBook value | $1.5B | $804.6M |
| Total Assets | $3.2B | $1.5B |
| Debt / EquityLower = less leverage | 0.61× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $319.8M | ||
| Q3 25 | — | $385.2M | ||
| Q2 25 | — | $365.3M | ||
| Q1 25 | — | $364.4M | ||
| Q4 24 | — | $366.2M | ||
| Q3 24 | — | $418.5M | ||
| Q2 24 | — | $154.7M | ||
| Q1 24 | — | $141.6M |
| Q4 25 | $930.8M | $197.1M | ||
| Q3 25 | $934.9M | $196.9M | ||
| Q2 25 | $939.0M | $196.7M | ||
| Q1 25 | $1.6B | $196.5M | ||
| Q4 24 | $1.3B | $196.3M | ||
| Q3 24 | $1.4B | $196.1M | ||
| Q2 24 | $1.4B | $184.4M | ||
| Q1 24 | $1.4B | $184.2M |
| Q4 25 | $1.5B | $804.6M | ||
| Q3 25 | $1.4B | $689.2M | ||
| Q2 25 | $1.5B | $673.3M | ||
| Q1 25 | $1.3B | $676.6M | ||
| Q4 24 | $1.2B | $676.8M | ||
| Q3 24 | $1.1B | $474.9M | ||
| Q2 24 | $998.4M | $217.0M | ||
| Q1 24 | $790.7M | $191.6M |
| Q4 25 | $3.2B | $1.5B | ||
| Q3 25 | $3.0B | $1.2B | ||
| Q2 25 | $3.5B | $1.1B | ||
| Q1 25 | $3.5B | $1.1B | ||
| Q4 24 | $3.1B | $1.1B | ||
| Q3 24 | $3.0B | $869.1M | ||
| Q2 24 | $2.9B | $583.9M | ||
| Q1 24 | $2.6B | $550.3M |
| Q4 25 | 0.61× | 0.24× | ||
| Q3 25 | 0.68× | 0.29× | ||
| Q2 25 | 0.64× | 0.29× | ||
| Q1 25 | 1.21× | 0.29× | ||
| Q4 24 | 1.07× | 0.29× | ||
| Q3 24 | 1.21× | 0.41× | ||
| Q2 24 | 1.36× | 0.85× | ||
| Q1 24 | 1.72× | 0.96× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $48.2M | $60.9M |
| FCF MarginFCF / Revenue | 6.2% | 15.4% |
| Capex IntensityCapex / Revenue | 17.2% | 0.8% |
| Cash ConversionOCF / Net Profit | 1.80× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $377.7M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $183.3M | $64.1M | ||
| Q3 25 | $125.7M | $57.9M | ||
| Q2 25 | $196.5M | $42.0M | ||
| Q1 25 | $63.8M | $34.8M | ||
| Q4 24 | $147.7M | $43.7M | ||
| Q3 24 | $98.5M | $34.4M | ||
| Q2 24 | $96.5M | $31.1M | ||
| Q1 24 | $87.6M | $24.7M |
| Q4 25 | $48.2M | $60.9M | ||
| Q3 25 | $100.1M | $52.4M | ||
| Q2 25 | $177.9M | $39.7M | ||
| Q1 25 | $51.5M | $32.1M | ||
| Q4 24 | $94.1M | $35.4M | ||
| Q3 24 | $71.8M | $29.5M | ||
| Q2 24 | $74.0M | $24.4M | ||
| Q1 24 | $65.5M | $18.9M |
| Q4 25 | 6.2% | 15.4% | ||
| Q3 25 | 14.2% | 15.6% | ||
| Q2 25 | 27.4% | 12.9% | ||
| Q1 25 | 9.1% | 12.1% | ||
| Q4 24 | 15.7% | 11.3% | ||
| Q3 24 | 13.2% | 11.0% | ||
| Q2 24 | 15.1% | 10.7% | ||
| Q1 24 | 14.8% | 9.7% |
| Q4 25 | 17.2% | 0.8% | ||
| Q3 25 | 3.6% | 1.6% | ||
| Q2 25 | 2.9% | 0.8% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 9.0% | 2.6% | ||
| Q3 24 | 4.9% | 1.8% | ||
| Q2 24 | 4.6% | 3.0% | ||
| Q1 24 | 5.0% | 3.0% |
| Q4 25 | 1.80× | 9.81× | ||
| Q3 25 | 1.43× | — | ||
| Q2 25 | 8.73× | — | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.47× | 2.87× | ||
| 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% |
ZETA
Segment breakdown not available.
