MetaCap

Penumbra (PEN) vs Insulet (PODD)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Penumbra (PEN) has outperformed Insulet (PODD) over the past year, gaining 27.0% versus a loss of 57.1%. Over five years, PEN leads with a +18.2% price change compared with -55.3% for PODD. Penumbra is the larger company by market cap ($12.46 billion vs $9.32 billion), about 1.3 times the size, while Insulet is growing revenue faster (+30.7% vs +17.5%).

On valuation, Insulet trades at a lower forward P/E (17.4x vs 51.6x for Penumbra). Penumbra converts more of its revenue into profit, with a net margin of 12.7% versus 9.1%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

PEN+27.03%PODD-57.14%
+49%-7%-64%
Oct 7, 20251 yearOct 7, 2026
PEN+23.95%PODD-53.82%
+46%-7%-60%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

PEN versus PODD key metrics
MetricPENPODD
Share price$316.35$134.36
Market cap$12.46B$9.32B
1-day change-0.22%-0.27%
YTD return+1.75%-52.73%
1-year return+27.03%-57.14%
5-year return+18.15%-55.29%
P/E ratio (TTM)77.9225.21
Forward P/E51.5917.38
EPS (TTM)$4.06$5.33
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$1.40B$2.71B
Revenue growth (YoY)+17.50%+30.73%
Net income (latest FY)$177.69M$247.10M
Gross margin67.14%71.63%
Operating margin13.48%17.50%
Net margin12.66%9.12%
52-week high$362.41$354.88
52-week low$221.26$126.40
Distance from 52-week high-12.71%-62.14%
Analyst consensusholdbuy
Avg. price target upside+14.30%+27.24%
Average volume343.03K1.69M
Shares outstanding39.39M69.35M
Employees4,7005,400
SectorHealth CareHealth Care
IndustryMedical/Dental InstrumentsMedical/Dental Instruments

Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.

Key differences

  • PEN has outperformed PODD by 84.2 percentage points over the past year.
  • Penumbra trades at a higher earnings multiple (77.9x vs 25.2x trailing P/E).
  • Insulet grew revenue faster in its latest fiscal year (+30.73% vs +17.50%).

About Penumbra

PEN stock →

Penumbra, Inc., together with its subsidiaries, designs, develops, manufactures, and markets medical devices in the United States and internationally. It offers computer-assisted vacuum thrombectomy; peripheral thrombectomy products, including the Indigo System for power aspiration of thrombus in the body; Lightning Flash, a mechanical thrombectomy system; Lightning Bolt 7, an arterial thrombectomy system; and CAT RX.

Health Care · Medical/Dental Instruments · 4,700 employees

About Insulet

PODD stock →

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes in the United States and internationally. The company offers Omnipod platform products comprising Omnipod 5 automated insulin delivery system, which includes a proprietary AID algorithm embedded in the pod that integrates with a third-party continuous glucose monitor to obtain glucose values through wireless Bluetooth communication; Omnipod DASH insulin management system that features a Bluetooth enabled pod that is controlled by a smartphone-like personal diabetes manager with a color touch screen user interface; and the Omnipod Insulin Management System.

Health Care · Medical/Dental Instruments · 5,400 employees

PEN vs PODD FAQ

Which is bigger, Penumbra or Insulet?

Penumbra (PEN) is larger, with a market capitalization of $12.46B compared with $9.32B for Insulet (PODD).

Which stock has performed better over the past year, PEN or PODD?

PEN returned +27.03% over the past 12 months, compared with -57.14% for PODD (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, PEN or PODD?

PODD has the lower trailing P/E at 25.2, versus 77.9 for PEN. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.

Are Penumbra and Insulet in the same industry?

Yes. Both are classified in the Medical/Dental Instruments industry within the Health Care sector.

More comparisons