Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RMD
BUYFLAGResMed Inc. · Healthcare · United States · $28.3B · Avg Vol: $313M/d
ResMed has exceptional quality Q86 with a buyback, but value V47 and momentum M38 are both below the calibrated floor, and insiders sold, so stage one fails.
COMPANY DESCRIPTION
ResMed Inc. is a global leader in medical devices and cloud-based software solutions for treating and managing sleep apnea, chronic obstructive pulmonary disease (COPD), and other respiratory conditions. Its competitive moat is its innovative product portfolio, extensive patent protection, global distribution network, and leadership in connected health solutions that enhance patient adherence and outcomes. ResMed is a dominant player in sleep and respiratory care, benefiting from a growing addressable market and strong R&D.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 3.6B | 4.2B | 4.7B | 5.1B | 12.9% | 5.5B | 5.7B | 6.0B | 7.7% |
| EPS | 3.27 | 5.34 | 6.12 | 6.94 | 9.57 | 30.8% | 10.35 | 11.15 | 12.10 | 12.5% |
| Shares | — | 146.4M | 147.1M | 146.9M | 146.4M | -0.0% | 145.1M | — | — | — |
| Debt | — | 917.5M | 1.6B | 873.9M | 851.8M | -2.4% | 843.2M | — | — | — |
| Equity | — | 3.4B | 4.1B | 4.9B | 6.0B | 21.1% | — | — | — | — |
| Op CF | — | 351.1M | 693.3M | 1.4B | 1.8B | 70.9% | 1.9B | — | — | — |
| Inv CF | — | -229.9M | -1.2B | -269.8M | -200.0M | — | — | — | — | — |
| Fin CF | — | -128.4M | 422.9M | -1.1B | -606.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of RMD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RMD | ResMed Inc.(you) | $28.3B | 80 | BUY |
| WST | West Pharmaceutical Services, Inc. | $23.1B | 77 | BUY |
| BDX.MX | Becton, Dickinson and Company | $41.3B | 73 | BUY |
| SOLV | Solventum Corporation | $13.5B | 80 | BUY |
| BAX | Baxter International Inc. | $11.6B | 71 | BUY |
| ATR | AptarGroup, Inc. | $8.4B | 74 | BUY |
| ALGN | Align Technology, Inc. | $12.0B | 93 | STRONG BUY |
| MMSI | Merit Medical Systems, Inc. | $4.4B | 79 | BUY |
| COO | The Cooper Companies, Inc. | $13.7B | 53 | HOLD |
| AVTR | Avantor, Inc. | $7.8B | 64 | HOLD |
Peer medians: ROE -25.6% · P/E 27.9x · Gross margin 50.5%