What is Insulet Corp worth?
With the base-case assumptions below, a discounted cash flow model on Insulet Corp's reported free cash flow gives $181.46 per share. The share price was $148.06 on November 10, 2026, 18% below that value.
Inputs from the filings
Three sets of assumptions
| Case | Growth yrs 1-5 | Discount rate | Value per share | Value vs price |
|---|---|---|---|---|
| Bear | 10.0% | 10.0% | $113.34 | -23% |
| Base | 15.0% | 9.0% | $181.46 | +23% |
| Bull | 20.0% | 8.0% | $308.30 | +108% |
Sensitivity: base case value per share
| 1.5% | 2.0% | 2.5% | 3.0% | 3.5% | |
|---|---|---|---|---|---|
| 7.0% | $233.03 | $249.11 | $268.77 | $293.33 | $324.92 |
| 8.0% | $194.29 | $204.72 | $217.04 | $231.83 | $249.91 |
| 9.0% | $166.10 | $173.23 | $181.46 | $191.06 | $202.40 |
| 10.0% | $144.73 | $149.80 | $155.54 | $162.11 | $169.69 |
| 11.0% | $128.00 | $131.72 | $135.87 | $140.55 | $145.84 |
Where the presets come from
Base: years 1 to 5 grow at Insulet Corp's revenue growth rate over the last 5 fiscal years (24.5% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.
Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.
Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.
This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.
Adjust the assumptions
Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.
Adjust the assumptions