Head to Head Analysis: InfuSystem (NYSE:INFU) & Insulet (NASDAQ:PODD)

Insulet (NASDAQ:PODDGet Rating) and InfuSystem (NYSE:INFUGet Rating) are both medical companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, risk, dividends, profitability, earnings, valuation and institutional ownership.

Insider & Institutional Ownership

61.4% of InfuSystem shares are held by institutional investors. 0.9% of Insulet shares are held by company insiders. Comparatively, 19.7% of InfuSystem shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Valuation and Earnings

This table compares Insulet and InfuSystem’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Insulet $1.10 billion 14.45 $16.80 million $0.63 363.59
InfuSystem $102.38 million 1.88 $1.42 million $0.02 467.73

Insulet has higher revenue and earnings than InfuSystem. Insulet is trading at a lower price-to-earnings ratio than InfuSystem, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a summary of recent ratings for Insulet and InfuSystem, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Insulet 0 2 8 0 2.80
InfuSystem 0 0 0 0 N/A

Insulet currently has a consensus target price of $298.91, suggesting a potential upside of 30.49%. Given Insulet’s higher probable upside, analysts plainly believe Insulet is more favorable than InfuSystem.

Profitability

This table compares Insulet and InfuSystem’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Insulet 3.91% 15.81% 3.85%
InfuSystem 0.37% 0.84% 0.40%

Risk & Volatility

Insulet has a beta of 0.72, meaning that its share price is 28% less volatile than the S&P 500. Comparatively, InfuSystem has a beta of 1.23, meaning that its share price is 23% more volatile than the S&P 500.

Summary

Insulet beats InfuSystem on 9 of the 13 factors compared between the two stocks.

About Insulet (Get Rating)

Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. It offers Omnipod System, a self-adhesive disposable tubeless Omnipod device that is worn on the body for up to three days at a time, as well as its wireless companion, the handheld personal diabetes manager. The company sells its products primarily through independent distributors and pharmacy channels, as well as directly in the United States, Canada, Europe, the Middle East, and Australia. Insulet Corporation was incorporated in 2000 and is headquartered in Acton, Massachusetts.

About InfuSystem (Get Rating)

InfuSystem Holdings, Inc., through its subsidiaries, provides infusion pumps, and related products and services in the United States and Canada. The company operates in two segments, Integrated Therapy Services (ITS) and Durable Medical Equipment Services (DME Services). It supplies electronic ambulatory infusion pumps and associated disposable supply kits to oncology, infusion, and hospital outpatient chemotherapy clinics for the treatment of various cancers, including colorectal cancer, pain management, and other disease states. The company also sells, rents, and leases new and pre-owned pole-mounted and ambulatory infusion pumps, and other durable medical equipment; sells treatment-related consumables; and provides biomedical recertification, maintenance, and repair services for oncology practices, as well as other alternate site settings comprising home care and home infusion providers, skilled nursing facilities, pain centers, hospital market, and others. In addition, it offers local and field-based customer support, as well as operates pump service and repair centers. The company was incorporated in 2005 and is headquartered in Rochester Hills, Michigan.

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