EHC vs. PODD: Encompass Health vs. Insulet Stock Comparison
How do Encompass Health (EHC) and Insulet (PODD) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Encompass Health (EHC) and Insulet (PODD) both fall under the Health Care Equipment & Services industry group, but EHC is classified in Health Care Providers & Services while PODD is classified in Health Care Equipment & Supplies.
| Profile Item | EHC | PODD |
|---|---|---|
| Name | Encompass Health Corporation | Insulet Corporation |
| Country/Region | United States | United States |
| GICS Sector | Health Care | Health Care |
| GICS Industry Group | Health Care Equipment & Services | Health Care Equipment & Services |
| GICS Industry | Health Care Providers & Services | Health Care Equipment & Supplies |
| GICS Sub-Industry | Health Care Facilities | Health Care Equipment |
| Market Capitalization | 13.50 billion USD | 10.16 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 24, 1986 | May 15, 2007 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EHC | PODD |
|---|---|---|
| Total Return (1Y) | 22.16% | -53.25% |
| Total Return (3Y, Annualized) | 30.96% | -0.74% |
| Total Return (5Y, Annualized) | 23.55% | -14.02% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EHC | PODD |
|---|---|---|
| Volatility (1Y, Annualized) | 30.54% | 46.33% |
| Beta (5Y) | 0.82 | 1.04 |
| Max Drawdown (5Y) | -27.33% | -63.02% |
| Avg. Volume (3M) | 996.79K | 1.58M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EHC | PODD |
|---|---|---|
| Sharpe Ratio (1Y) | 0.59 | -1.24 |
| Sortino Ratio (1Y) | 1.08 | -1.51 |
Profitability
ROE (TTM)
Both Encompass Health (EHC) at 25.11% and Insulet (PODD) at 28.94% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.
EHC
Health Care Equipment & Services industry group
25.11%
- Max
- 47.61%
- EHC
- 25.11%
- Q3
- 14.36%
- Median
- 5.45%
- Q1
- -10.67%
- Min
- -47.01%
PODD
Health Care Equipment & Services industry group
28.94%
- Max
- 47.61%
- PODD
- 28.94%
- Q3
- 14.36%
- Median
- 5.45%
- Q1
- -10.67%
- Min
- -47.01%
Net Margin (TTM)
For every dollar of sales, both Encompass Health (EHC) at 10.17% and Insulet (PODD) at 13.44% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
EHC
Health Care Equipment & Services industry group
10.17%
- Max
- 29.35%
- EHC
- 10.17%
- Q3
- 9.33%
- Median
- 2.18%
- Q1
- -6.29%
- Min
- -28.46%
PODD
Health Care Equipment & Services industry group
13.44%
- Max
- 29.35%
- PODD
- 13.44%
- Q3
- 9.33%
- Median
- 2.18%
- Q1
- -6.29%
- Min
- -28.46%
Operating Margin (TTM)
Both Encompass Health (EHC) at 18.07% and Insulet (PODD) at 22.54% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
EHC
Health Care Equipment & Services industry group
18.07%
- Max
- 35.43%
- EHC
- 18.07%
- Q3
- 14.14%
- Median
- 6.81%
- Q1
- -0.28%
- Min
- -16.29%
PODD
Health Care Equipment & Services industry group
22.54%
- Max
- 35.43%
- PODD
- 22.54%
- Q3
- 14.14%
- Median
- 6.81%
- Q1
- -0.28%
- Min
- -16.29%
Profitability Metrics
| Metric | EHC | PODD |
|---|---|---|
| ROE (TTM) | 25.11% | 28.94% |
| ROA (TTM) | 10.08% | 11.40% |
| Net Margin (TTM) | 10.17% | 13.44% |
| Operating Margin (TTM) | 18.07% | 22.54% |
| Gross Margin (TTM) | 44.15% | 71.88% |
Growth
Revenue Growth
Insulet (PODD) at 30.73% sits in the top revenue growth quartile, while Encompass Health (EHC) at 10.46% is closer to the peer norm — faster top-line expansion for PODD.
EPS Growth
Encompass Health (EHC) at 24.22% is around its peer norm for EPS growth, while Insulet (PODD) at -39.79% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | EHC | PODD |
|---|---|---|
| Revenue Growth (YoY) | 10.46% | 30.73% |
| Revenue Growth (3Y CAGR) | 10.92% | 27.54% |
| EPS Growth (YoY) | 24.22% | -39.79% |
| EPS Growth (3Y CAGR) | 27.07% | 267.70% |
Financial Strength
Current Ratio (MRQ)
Insulet (PODD) at 2.51 keeps current ratio within its industry’s typical mid-range, while Encompass Health (EHC) at 1.09 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for EHC.
EHC
Health Care Equipment & Services industry group
1.09
- Max
- 7.59
- Q3
- 4.00
- Median
- 1.98
- Q1
- 1.37
- EHC
- 1.09
- Min
- 0.30
PODD
Health Care Equipment & Services industry group
2.51
- Max
- 7.59
- Q3
- 4.00
- PODD
- 2.51
- Median
- 1.98
- Q1
- 1.37
- Min
- 0.30
Debt / Equity (MRQ)
Both Encompass Health (EHC) at 0.79 and Insulet (PODD) at 0.66 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
EHC
Health Care Equipment & Services industry group
0.79
- Max
- 1.88
- Q3
- 0.91
- EHC
- 0.79
- Median
- 0.58
- Q1
- 0.16
- Min
- 0.00
PODD
Health Care Equipment & Services industry group
0.66
- Max
- 1.88
- Q3
- 0.91
- PODD
- 0.66
- Median
- 0.58
- Q1
- 0.16
- Min
- 0.00
Financial Strength Metrics
| Metric | EHC | PODD |
|---|---|---|
| Current Ratio (MRQ) | 1.09 | 2.51 |
| Debt / Equity (MRQ) | 0.79 | 0.66 |
| Net Debt / EBITDA | 1.79 | 0.65 |
Dividends
Dividend Yield (TTM)
Insulet (PODD) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Encompass Health (EHC) reports a yield of 0.55%, ranking against industry peers normally.
EHC
Health Care Equipment & Services industry group
0.55%
- EHC
- 0.55%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
PODD
Health Care Equipment & Services industry group
0.00%
- PODD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Insulet (PODD) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Encompass Health (EHC) reports a payout of 12.48%, ranking against industry peers normally.
EHC
Health Care Equipment & Services industry group
12.48%
- EHC
- 12.48%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
PODD
Health Care Equipment & Services industry group
0.00%
- PODD
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EHC | PODD |
|---|---|---|
| Dividend Yield (TTM) | 0.55% | 0.00% |
| Dividend Payout Ratio (TTM) | 12.48% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Encompass Health (EHC) at 22.01 and Insulet (PODD) at 23.94 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
EHC
Health Care Equipment & Services industry group
22.01
- Max
- 80.41
- Q3
- 47.62
- Median
- 29.93
- EHC
- 22.01
- Q1
- 21.19
- Min
- 4.21
PODD
Health Care Equipment & Services industry group
23.94
- Max
- 80.41
- Q3
- 47.62
- Median
- 29.93
- PODD
- 23.94
- Q1
- 21.19
- Min
- 4.21
P/S Ratio (TTM)
On P/S ratio, both Encompass Health (EHC) at 2.13 and Insulet (PODD) at 3.19 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
EHC
Health Care Equipment & Services industry group
2.13
- Max
- 8.80
- Q3
- 4.32
- EHC
- 2.13
- Median
- 2.13
- Q1
- 1.10
- Min
- 0.03
PODD
Health Care Equipment & Services industry group
3.19
- Max
- 8.80
- Q3
- 4.32
- PODD
- 3.19
- Median
- 2.13
- Q1
- 1.10
- Min
- 0.03
P/B Ratio (MRQ)
Encompass Health (EHC) at 5.04 is valued about in line with its industry on P/B ratio, while Insulet (PODD) at 6.44 carries an above-peer premium to book — PODD is pricier on assets.
EHC
Health Care Equipment & Services industry group
5.04
- Max
- 11.68
- Q3
- 6.12
- EHC
- 5.04
- Median
- 3.00
- Q1
- 1.73
- Min
- -1.31
PODD
Health Care Equipment & Services industry group
6.44
- Max
- 11.68
- PODD
- 6.44
- Q3
- 6.12
- Median
- 3.00
- Q1
- 1.73
- Min
- -1.31
Valuation Metrics
| Metric | EHC | PODD |
|---|---|---|
| P/E Ratio (TTM) | 22.01 | 23.94 |
| P/S Ratio (TTM) | 2.13 | 3.19 |
| P/B Ratio (MRQ) | 5.04 | 6.44 |
| Free Cash Flow Yield (TTM) | 1.97% | 1.12% |