Bruker Corporation (BRKR) vs Insulet Corporation (PODD)

Bruker Corporation and Insulet Corporation are both Medical Devices companies. Bruker Corporation and Insulet Corporation are of similar size ($9.7B and $9.6B). Bruker Corporation has negative trailing earnings, so its P/E is not meaningful; Insulet Corporation trades at 25.4×. Insulet Corporation grew revenue faster over the last twelve months: 29.4% against 1.65%. Insulet Corporation has the higher net margin (12.3% vs −3.05%) and the higher return on invested capital (17.6% vs −0.47%). Across the 21 metrics below, Insulet Corporation leads on 19 and Bruker Corporation on 2.

Valuation

Metric BRKR PODD Medical Devices median
P/E n/m 25.44 22.18
P/S 2.79 3.09 2.70
P/B 4.07 6.63 2.46
Price to free cash flow 82.24 35.52 22.53
EV/EBITDA 57.15 16.01 11.78
EV/Sales 3.26 3.22 2.38
Earnings yield (1.09%) 3.93% (8.22%)
Free cash flow yield 1.22% 2.82% (7.80%)

Profitability

Metric BRKR PODD Medical Devices median
Gross margin 46.42% 71.07% 56.01%
Operating margin (0.87%) 16.89% (15.03%)
Net margin (3.05%) 12.29% (20.40%)
Free cash flow margin 2.68% 8.70% (7.24%)
Return on equity (5.07%) 26.02% (15.32%)
Return on assets (1.73%) 11.31% (19.72%)
Return on invested capital (0.47%) 17.56% (10.33%)

Growth

Metric BRKR PODD Medical Devices median
Revenue growth (TTM) 1.65% 29.41% 8.80%
EPS growth (last fiscal year) (119.74%) (39.79%) —
Revenue growth, 5-year CAGR 11.57% 24.53% 15.23%
Net income growth, 5-year CAGR 0.00% 105.15% 0.00%

Health

Metric BRKR PODD Medical Devices median
Debt to equity 0.76 0.67 0.07
Current ratio 1.85 2.48 2.50
Net debt to EBITDA 5.44 0.41 0.49

Dividend

Metric BRKR PODD Medical Devices median
Dividend yield 0.21% — 0.94%
Payout ratio 0.09 0.00 0.00

Size

Metric BRKR PODD Medical Devices median
Market cap 9.74b 9.56b 172.91m

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