PODD vs. ZBH: Insulet vs. Zimmer Biomet Stock Comparison
How do Insulet (PODD) and Zimmer Biomet (ZBH) 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
Insulet (PODD) and Zimmer Biomet (ZBH) are both classified in the Health Care Equipment sub-industry within the broader Health Care Equipment & Supplies industry, placing them in the closest GICS peer bucket.
| Profile Item | PODD | ZBH |
|---|---|---|
| Name | Insulet Corporation | Zimmer Biomet Holdings Inc. |
| 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 Equipment & Supplies | Health Care Equipment & Supplies |
| GICS Sub-Industry | Health Care Equipment | Health Care Equipment |
| Market Capitalization | 10.16 billion USD | 19.98 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 15, 2007 | July 25, 2001 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | PODD | ZBH |
|---|---|---|
| Total Return (1Y) | -53.25% | 24.04% |
| Total Return (3Y, Annualized) | -0.74% | 2.38% |
| Total Return (5Y, Annualized) | -14.02% | -2.74% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | PODD | ZBH |
|---|---|---|
| Volatility (1Y, Annualized) | 46.33% | 32.39% |
| Beta (5Y) | 1.04 | 0.42 |
| Max Drawdown (5Y) | -63.02% | -43.94% |
| Avg. Volume (3M) | 1.58M | 2.09M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | PODD | ZBH |
|---|---|---|
| Sharpe Ratio (1Y) | -1.24 | 0.61 |
| Sortino Ratio (1Y) | -1.51 | 0.93 |
Profitability
ROE (TTM)
Insulet (PODD) at 28.94% sits in the top ROE quartile, while Zimmer Biomet (ZBH) at 6.03% is closer to the peer norm — stronger capital efficiency for PODD.
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%
ZBH
Health Care Equipment & Services industry group
6.03%
- Max
- 47.61%
- Q3
- 14.36%
- ZBH
- 6.03%
- Median
- 5.45%
- Q1
- -10.67%
- Min
- -47.01%
Net Margin (TTM)
Insulet (PODD) at 13.44% retains a top-quartile share of revenue as profit, ahead of Zimmer Biomet (ZBH) at 8.95%, which keeps about the industry-typical share.
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%
ZBH
Health Care Equipment & Services industry group
8.95%
- Max
- 29.35%
- Q3
- 9.33%
- ZBH
- 8.95%
- Median
- 2.18%
- Q1
- -6.29%
- Min
- -28.46%
Operating Margin (TTM)
Both Insulet (PODD) at 22.54% and Zimmer Biomet (ZBH) at 17.35% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
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%
ZBH
Health Care Equipment & Services industry group
17.35%
- Max
- 35.43%
- ZBH
- 17.35%
- Q3
- 14.14%
- Median
- 6.81%
- Q1
- -0.28%
- Min
- -16.29%
Profitability Metrics
| Metric | PODD | ZBH |
|---|---|---|
| ROE (TTM) | 28.94% | 6.03% |
| ROA (TTM) | 11.40% | 3.81% |
| Net Margin (TTM) | 13.44% | 8.95% |
| Operating Margin (TTM) | 22.54% | 17.35% |
| Gross Margin (TTM) | 71.88% | 69.33% |
Growth
Revenue Growth
Insulet (PODD) at 30.73% sits in the top revenue growth quartile, while Zimmer Biomet (ZBH) at 7.20% is closer to the peer norm — faster top-line expansion for PODD.
EPS Growth
Zimmer Biomet (ZBH) at -19.86% 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 | PODD | ZBH |
|---|---|---|
| Revenue Growth (YoY) | 30.73% | 7.20% |
| Revenue Growth (3Y CAGR) | 27.54% | 5.85% |
| EPS Growth (YoY) | -39.79% | -19.86% |
| EPS Growth (3Y CAGR) | 267.70% | 47.78% |
Financial Strength
Current Ratio (MRQ)
Both Insulet (PODD) at 2.51 and Zimmer Biomet (ZBH) at 1.46 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
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
ZBH
Health Care Equipment & Services industry group
1.46
- Max
- 7.59
- Q3
- 4.00
- Median
- 1.98
- ZBH
- 1.46
- Q1
- 1.37
- Min
- 0.30
Debt / Equity (MRQ)
Both Insulet (PODD) at 0.66 and Zimmer Biomet (ZBH) at 0.60 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
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
ZBH
Health Care Equipment & Services industry group
0.60
- Max
- 1.88
- Q3
- 0.91
- ZBH
- 0.60
- Median
- 0.58
- Q1
- 0.16
- Min
- 0.00
Financial Strength Metrics
| Metric | PODD | ZBH |
|---|---|---|
| Current Ratio (MRQ) | 2.51 | 1.46 |
| Debt / Equity (MRQ) | 0.66 | 0.60 |
| Net Debt / EBITDA | 0.65 | 2.85 |
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 Zimmer Biomet (ZBH) reports a yield of 0.90%, ranking against industry peers normally.
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%
ZBH
Health Care Equipment & Services industry group
0.90%
- ZBH
- 0.90%
- 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 Zimmer Biomet (ZBH) reports a payout of 24.24%, ranking against industry peers normally.
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%
ZBH
Health Care Equipment & Services industry group
24.24%
- ZBH
- 24.24%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | PODD | ZBH |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.90% |
| Dividend Payout Ratio (TTM) | 0.00% | 24.24% |
Valuation
P/E Ratio (TTM)
Both Insulet (PODD) at 23.94 and Zimmer Biomet (ZBH) at 26.66 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
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
ZBH
Health Care Equipment & Services industry group
26.66
- Max
- 80.41
- Q3
- 47.62
- Median
- 29.93
- ZBH
- 26.66
- Q1
- 21.19
- Min
- 4.21
P/S Ratio (TTM)
On P/S ratio, both Insulet (PODD) at 3.19 and Zimmer Biomet (ZBH) at 2.33 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
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
ZBH
Health Care Equipment & Services industry group
2.33
- Max
- 8.80
- Q3
- 4.32
- ZBH
- 2.33
- Median
- 2.13
- Q1
- 1.10
- Min
- 0.03
P/B Ratio (MRQ)
Zimmer Biomet (ZBH) at 1.58 looks cheap against book in the lower P/B ratio quartile, while Insulet (PODD) at 6.44 carries a premium in the upper quartile — a clear price-to-book gap.
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
ZBH
Health Care Equipment & Services industry group
1.58
- Max
- 11.68
- Q3
- 6.12
- Median
- 3.00
- Q1
- 1.73
- ZBH
- 1.58
- Min
- -1.31
Valuation Metrics
| Metric | PODD | ZBH |
|---|---|---|
| P/E Ratio (TTM) | 23.94 | 26.66 |
| P/S Ratio (TTM) | 3.19 | 2.33 |
| P/B Ratio (MRQ) | 6.44 | 1.58 |
| Free Cash Flow Yield (TTM) | 1.12% | 7.22% |