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Stock Comparison · Cheaper and stronger

Karman Holdings vs Insulet: Which Stock Looks Stronger in 2026?

Insulet holds the cleaner structural position, with valuation as the main driver and profitability adding further support. Karman still has the edge on growth, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

Most of the lead runs through valuation, while profitability helps make the separation broader. The overall score gap is 17 points in favour of Insulet Corporation.

Trajectory Similarity
0.67
Moderately similar
Peer-set rank: #12
within Karman Holdings Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.

The strongest overlap appears in revenue growth trajectory and capital structure.

Similarity drivers
revenue growth trajectorycapital structure
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
KRMN
Karman Holdings Inc.
39
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
PODD
Insulet Corporation
56
Peer-Score
Signal qualityMedium
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing and operating quality both support the lead here.

Dimension spread: KRMN vs PODD Profitability 27 51 Stability 42 42 Valuation 9 56 Growth 97 78 KRMN PODD
Gap Ranking
#1 Valuation +47
#2 Profitability +24
#3 Growth +19
#4 Stability
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for KRMN and PODD Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer KRMNPODD Relative valuation Structural strength

The two profiles are relatively close, but the price setup still leans toward Insulet Corporation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Valuation
On valuation, Insulet Corporation is positioned higher in the group, while Karman Holdings Inc. is closer to the middle.
Profitability
Insulet Corporation sits in the stronger part of the group on profitability, while Karman Holdings Inc. is closer to mid-pack.
Valuation — Dominant Gap
KRMN
9
PODD
56
Gap+47in favour of PODD

The multiple-based pricing edge comes from a forward P/E that is 64 turns lower.

What keeps the gap from being one-sided

Earnings growth also leans toward KRMN, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

Valuation is the clearest driver of the lead, with profitability adding further support — though growth still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the KRMN vs PODD comparison across all dimensions with the full interactive tool.

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Similar valuation-driven comparisons

Explore how KRMN and PODD each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.