PODD vs TFX: stock comparison and AI forecast
Insulet Corp (PODD) and Teleflex Inc (TFX) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
PODD Insulet Corp
- Market Cap
- $10.83B
- P/E Ratio
- 22.5x
- Size
- large-cap
- AI Forecast
TFX Teleflex Inc
- Price
- $152.15 +23.5% · 6M
- Market Cap
- $6.45B
- P/E Ratio
- 17.5x
- Size
- mid-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Key facts
- PODD is 1.7 times larger than TFX by market capitalization ($10.83B against $6.45B).
- TFX trades at 17.5 times trailing earnings, PODD at 22.5 times.
- TFX turns 23.7% of its revenue into net income, against 13.4% for PODD.
- PODD carries 1.16 times debt per unit of equity, against 0.82 times for TFX.
- TFX yields 0.91% in dividends; PODD pays none.
- Both companies share the SEC industry classification Surgical & Medical Instruments & Apparatus.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | PODD | TFX |
|---|---|---|
| Market Cap | $10.83B | $6.45B |
| P/E Ratio | 22.50x | 17.47x |
| P/B Ratio | 6.86x | 1.85x |
| Dividend Yield | – | 0.91% |
| EPS | $6.94 | $8.71 |
| Book Value/Share | $22.77 | $82.45 |
| Revenue/Share | $45.98 | $30.31 |
| FCF/Share | $3.75 | $9.16 |
Profitability & Margins
| Metric | PODD | TFX |
|---|---|---|
| ROE | 27.1% | 8.7% |
| ROA | 12.6% | 4.8% |
| ROIC | 22.6% | 8.2% |
| Gross Margin | 71.9% | 66.7% |
| Operating Margin | 18.4% | 34.6% |
| Net Margin | 13.4% | 23.7% |
| EBT Margin | 17.2% | 26.7% |
| Tax Rate | 21.9% | 0.7% |
Financial Health
| Metric | PODD | TFX |
|---|---|---|
| Current Ratio | 2.51x | 2.01x |
| Quick Ratio | 1.83x | 1.59x |
| D/E Ratio | 1.16x | 0.82x |
| Financial Leverage | 2.16x | 1.82x |
| Interest Coverage | 2.9x | 2.1x |
| Working Capital | $1.23B | $928M |
Cash Flow
| Metric | PODD | TFX |
|---|---|---|
| Operating Cash Flow | $509M | $443M |
| Free Cash Flow | $260M | $388M |
| Capital Spending | -$249M | -$55M |
| OCF Growth YoY | -4.6% | 13.4% |
| FCF Growth YoY | -38.6% | 46.9% |
| FCF/Sales | 8.2% | 30.2% |
| CapEx/Sales | 7.8% | 4.3% |
Operational Efficiency
| Metric | PODD | TFX |
|---|---|---|
| Asset Turnover | 0.93x | 0.20x |
| Receivables Turnover | 4.6x | 3.4x |
| Inventory Turnover | 1.6x | 1.1x |
| Fixed Assets Turnover | 3.5x | 2.7x |
| Days Sales Outstanding | 79 days | 108 days |
| Days Inventory | 225 days | 328 days |
| Payables Period | 66 days | 122 days |
| Cash Conversion Cycle | 238 days | 314 days |
Income Statement
| Metric | PODD | TFX |
|---|---|---|
| Total Revenue | $3.19B | $1.28B |
| Operating Income | $588M | $445M |
| Net Income | $429M | $305M |
| R&D Expense | $360M | $145M |
| SG&A Expense | $1.34B | $661M |
| Cost of Goods Sold | $897M | $428M |
Dividend & Shareholder Information
| Metric | PODD | TFX |
|---|---|---|
| Dividends Per Share | – | $1.39 |
| Payout Ratio | – | 16.0% |
| Shares Outstanding | 69M | 42M |
| Net Income Growth | 74.2% | – |
| EPS Growth | 107.2% | – |
PODD vs TFX: stock comparison and AI forecast
Which is bigger, PODD or TFX?
PODD is 1.7 times larger than TFX by market capitalization ($10.83B against $6.45B).
Which is cheaper on earnings, PODD or TFX?
TFX trades at 17.5 times trailing earnings, PODD at 22.5 times.
Which one does Intratio's AI model rank higher, PODD or TFX?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.