Insulet Stock Discussion

Despite low ROCE, Insulet's consistent reinvestment at increasing rates and growing capital employed are positive signs. The stock's 112% return over five years shows investor optimism.

Positive EPS growth and share price decrease may signal an opportunity for investors. Long term shareholders gained 19% annually over five years. The recent sell-off could be a chance if fundamentals indicate long term growth.

Baird analysts anticipate Insulet's earnings to grow faster than their annual sales of approx. 20%. DexCom's margins predicted to expand with sales growth over 20% annually before GLP-1s impact. Boston Scientific considered a top-level medtech enterprise by Baird's Rescott.

Insulet may be overvalued, with the company's promising outlook already priced in, leaving no upside from mispricing. Investors advised to await a price drop.