ResMed aims to grow its installed base of continuous positive airway pressure users by getting more people diagnosed, while reinforcing its position as the brand physicians prefer. We think this is the right strategy for long-term value creation.
Home sleep tests and ResMed's training of primary care doctors make diagnosis quicker and cheaper, bringing more of the untreated population into therapy.
Philips is likely to return to the US in 2027 and price aggressively to win back share, which could pressure ResMed's prices.
|
Metric
|
RMD
|
GETI B
|
MDT
|
|---|---|---|---|
Price/Earnings (Normalized) | 21.78 | 22.58 | 16.86 |
Price/Book Value | 5.41 | 2.23 | 2.43 |
Price/Sales | 6.28 | 2.12 | 3.27 |
Price/Cash Flow | 18.90 | 13.75 | 13.69 |
|
Metric
|
RMD
|
GETI B
|
MDT
|
|---|---|---|---|
Quick Ratio | 1.83 | 0.72 | 1.29 |
Current Ratio | 3.10 | 1.25 | 2.07 |
Interest Coverage | — | 7.91 | 10.12 |
|
Metric
|
RMD
|
GETI B
|
MDT
|
|---|---|---|---|
Return on Assets (Normalized) | 19.09% | 6.11% | 8.31% |
Return on Equity (Normalized) | 25.91% | 11.50% | 15.59% |
Return on Invested Capital (Normalized) | 22.30% | 9.40% | 10.57% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Intuitive Surgical Inc
ISRG
| LOCK|w%#K#$n | LOCK|%h | $160B | |||
| Becton Dickinson & Co
BDX
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| ResMed Inc
RMD
| LOCK|>&b<mB%z | LOCK|l#TrL | $36B | |||
| Alcon Inc
ALC
| LOCK|&l&^kZD | LOCK|Q>d? | $34B | |||
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MDLN
| LOCK|YK<!!@$ | LOCK|<>CdR | $30B | |||
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WST
| LOCK|&Z@d%z% | LOCK|Mv | $28B | |||
| Solventum Corp
SOLV
| LOCK|^gF#JzL | LOCK|<b | $15B | |||
| Baxter International Inc
BAX
| LOCK|>T | LOCK|Y$%^@ | $13B | |||
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COO
| LOCK|g&#JhN? | LOCK|fH%@$ | $12B | |||
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RGEN
| LOCK|>#VGfdYb | LOCK|K$vg | $11B |
United States