Globus Medical, Inc. (GMED) vs Insulet Corporation (PODD)

Globus Medical, Inc. and Insulet Corporation are both Medical Devices companies. Globus Medical, Inc. and Insulet Corporation are of similar size ($10.0B and $9.6B). Globus Medical, Inc. trades at the lower P/E: 18.8× against 25.4×. Insulet Corporation grew revenue faster over the last twelve months: 29.4% against 19.7%. Globus Medical, Inc. has the higher net margin (17.0% vs 12.3%) and the lower return on invested capital (9.58% vs 17.6%). Across the 22 metrics below, Globus Medical, Inc. leads on 14 and Insulet Corporation on 8.

Valuation

Metric GMED PODD Medical Devices median
P/E 18.77 25.44 22.18
P/S 3.20 3.09 2.70
P/B 2.11 6.63 2.46
Price to free cash flow 13.68 35.52 22.53
EV/EBITDA 11.07 16.01 11.78
EV/Sales 3.28 3.22 2.38
Earnings yield 5.33% 3.93% (8.22%)
Free cash flow yield 7.31% 2.82% (7.80%)

Profitability

Metric GMED PODD Medical Devices median
Gross margin 68.55% 71.07% 56.01%
Operating margin 20.34% 16.89% (15.03%)
Net margin 17.03% 12.29% (20.40%)
Free cash flow margin 24.03% 8.70% (7.24%)
Return on equity 11.81% 26.02% (15.32%)
Return on assets 10.25% 11.31% (19.72%)
Return on invested capital 9.58% 17.56% (10.33%)

Growth

Metric GMED PODD Medical Devices median
Revenue growth (TTM) 19.74% 29.41% 8.80%
EPS growth (last fiscal year) 422.67% (39.79%) —
Revenue growth, 5-year CAGR 30.08% 24.53% 15.23%
Net income growth, 5-year CAGR 39.37% 105.15% 0.00%

Health

Metric GMED PODD Medical Devices median
Debt to equity 0.00 0.67 0.07
Current ratio 4.62 2.48 2.50
Net debt to EBITDA (0.71) 0.41 0.49

Dividend

Metric GMED PODD Medical Devices median
Dividend yield — — 0.94%
Payout ratio 0.00 0.00 0.00

Size

Metric GMED PODD Medical Devices median
Market cap 9.97b 9.56b 172.91m

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