Insulet Corp. (PODD) vs Zscaler, Inc. (ZS)
A side-by-side comparison of Insulet Corp. and Zscaler, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
Different business models: PODD is classified in Healthcare; ZS is classified in Technology. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
PODD
Insulet Corp.
$133.11HealthcareDelayed quote: Sep 28, 2026, 4:00 PM EDT
ZS
Zscaler, Inc.
$199.39TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — PODD vs ZS
growth of $100 · dividends reinvested · last 8yPODD +65.9% (+6.5%/yr)ZS +403.3% (+22.4%/yr)ZS compounded faster over this window
PODD ZS
PODD vs ZS: by the numbers
- •ZS is the larger company ($32.24B vs $9.22B market cap).
- •PODD is profitable (12.29% net margin) while ZS runs a net loss (-1.88%).
- •ZS grew revenue faster over the past five years (37.87% vs 25.13% CAGR).
Metrics side by side
Valuation
| Metric | PODD | ZS |
|---|---|---|
| P/E ratio | 24.88 | N/A |
| Forward P/E | 20.47 | 40.91 |
| P/S ratio | 3.02 | 9.62 |
| P/B ratio | 6.48 | 12.41 |
| EV / EBITDA | 15.51 | 564.66 |
| FCF yield | 3.24% | 2.43% |
Profitability
| Metric | PODD | ZS |
|---|---|---|
| Gross margin | 71.08% | 76.80% |
| Operating margin | 16.89% | -3.98% |
| Net margin | 12.29% | -1.88% |
| ROE | 26.39% | -2.43% |
| ROIC | 16.04% | -2.72% |
Growth (annualized)
| Metric | PODD | ZS |
|---|---|---|
| Revenue CAGR (5Y) | 25.13% | 37.87% |
| EPS CAGR (5Y) | 99.91% | N/A |
| FCF CAGR (5Y) | N/A | 42.77% |
| Total return CAGR (5Y) | -14.94% | -9.93% |
Frequently asked
- Which has grown faster, PODD or ZS?
- Over the past five years, ZS grew revenue faster — PODD at a 25.13% CAGR versus ZS at 37.87%.
- Is PODD or ZS more profitable?
- PODD runs the higher net margin — PODD at 12.29% versus ZS at -1.88%.
- How have PODD and ZS total returns compared?
- Over the past 5 years, PODD delivered -14.94% and ZS delivered -9.93% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Insulet P/E ratioInsulet ROEZscaler ROEInsulet operating marginZscaler operating marginInsulet revenue growthZscaler revenue growthInsulet free cash flowZscaler free cash flow
Insulet & Zscaler appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.