| Stage | PODD | % of rev | DXCM | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $802M | 100.00% | $1.3B | 100.00% | DXCM ×1.68 |
| Gross profit | $563M | 70.18% | $864M | 64.29% | PODD +5.9pp |
| Operating income | $130M | 16.18% | $327M | 24.34% | DXCM +8.2pp |
| Pre-tax income | $119M | 14.81% | $335M | 24.89% | DXCM +10.1pp |
| Net income | $95M | 11.85% | $275M | 20.46% | DXCM +8.6pp |
| Stage | PODD | DXCM | Gap · A − B |
|---|---|---|---|
| Revenue | $802M100.00% | $1.3B100.00% | DXCM ×1.68 |
| Gross profit | 70.18%$563M | 64.29%$864M | PODD +5.9pp |
| Operating income | 16.18%$130M | 24.34%$327M | DXCM +8.2pp |
| Pre-tax income | 14.81%$119M | 24.89%$335M | DXCM +10.1pp |
| Net income |
| 11.85%$95M |
| 20.46%$275M |
| DXCM +8.6pp |
No shared counterparties.