-5.29%
6.71%
0.64%
14.43%
28.30%
6.75%
53.51%
AI Spotlight on RMD
Company Description
ResMed Inc.develops, manufactures, distributes, and markets medical devices and cloud-based software applications for the healthcare markets.The company operates in two segments, Sleep and Respiratory Care, and Software as a Service.
It offers various products and solutions for a range of respiratory disorders, including technologies to be applied in medical and consumer products, ventilation devices, diagnostic products, mask systems for use in the hospital and home, headgear and other accessories, dental devices, and cloud-based software informatics solutions to manage patient outcomes, as well as provides customer and business processes.The company also provides AirView, a cloud-based system that enables remote monitoring and changing of patients' device settings; myAir, a personalized therapy management application for patients with sleep apnea that provides support, education, and troubleshooting tools for increased patient engagement and improved compliance; U-Sleep, a compliance monitoring solution that enables home medical equipment (HME)to streamline their sleep programs; connectivity module and propeller solutions; and Propeller portal.It offers out-of-hospital software solution, such as Brightree business management software and service solutions to providers of HME, pharmacy, home infusion, orthotics, and prosthetics services; MatrixCare care management and related ancillary solutions to senior living, skilled nursing, life plan communities, home health, home care, and hospice organizations, as well as related accountable care organizations; and HEALTHCAREfirst that offers electronic health record, software, billing and coding services, and analytics for home health and hospice agencies.
The company markets its products primarily to sleep clinics, home healthcare dealers, and hospitals through a network of distributors and direct sales force in approximately 140 countries.ResMed Inc.was founded in 1989 and is headquartered in San Diego, California.
Market Data
| Last Price | 244.03 |
| Change Percentage | -5.29% |
| Open | 258 |
| Previous Close | 257.65 |
| Market Cap ( Millions) | 35823 |
| Volume | 1364551 |
| Year High | 260.49 |
| Year Low | 170.56 |
| M A 50 | 240.01 |
| M A 200 | 225.59 |
Financial Ratios
| FCF Yield | 3.88% |
| Dividend Yield | 0.83% |
| ROE | 25.05% |
| Debt / Equity | 15.99% |
| Net Debt / EBIDTA | 19.19% |
| Price To Book | 6.82 |
| Price Earnings Ratio | 28.71 |
| Price To FCF | 25.8 |
| Price To sales | 7.27 |
| EV / EBITDA | 21.82 |
News
- 02:10 - ResMed Inc. (RMD) Q2 2025 Earnings Call Transcript
- 00:44 - ResMed: Digital Health Drives Q2 Growth
- 00:30 - Compared to Estimates, ResMed (RMD) Q2 Earnings: A Look at Key Metrics
- Jan -30 - ResMed (RMD) Tops Q2 Earnings and Revenue Estimates
- Jan -30 - ResMed beats quarterly profit estimates on demand for sleep disorder devices
- Jan -14 - 5 Sectors and Stocks Set to Shine This Earnings Season
- Jan -14 - Scoop Up These 4 GARP Stocks to Receive Handsome Returns
- Jan -12 - Top 50 High Quality Dividend Growth Stocks - January 2025
- Jan -09 - ResMed to Report Second Quarter Fiscal 2025 Earnings on January 30, 2025
- Jan -09 - 3 S&P 500 Earnings Growth Stocks to Buy in 2025: CMG, RMD, NOW
- Jan -06 - ResMed Announces Participation in the 43rd Annual J.P. Morgan Healthcare Conference
- Jan -03 - ResMed Gains 37.8% in a Year: What's Driving the Stock?
- Jan -03 - 3 GARP Stocks That Investors Can Scoop Up for Maximum Returns
- Jan -03 - My Top 15 High Growth Dividend Stocks For January 2025
- Dec -23 - Sleep Apnea Device Maker Stocks Slide on FDA Ruling for Eli Lilly's Zepbound
- Dec -23 - 2 Sleep Apnea Stocks in Focus Today
- Dec -20 - 4 Large Cap MedTech Stocks to Keep Winning Streaks Alive in 2025
- Dec -12 - RMD or PODD: Which Is the Better Value Stock Right Now?
- Dec -12 - 5 Solid Dividend Growth Stocks to Buy Now
- Dec -09 - Scoop Up These 3 GARP Stocks to Receive Handsome Returns
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Sleep and Respiratory Care
Expected Growth : 7 %
What the company do ?
ResMed's Sleep and Respiratory Care provides innovative solutions for sleep apnea, COPD, and other respiratory diseases, improving patient outcomes and quality of life.
Why we expect these perspectives ?
ResMed's Sleep and Respiratory Care segment growth is driven by increasing prevalence of sleep apnea and chronic obstructive pulmonary disease (COPD), aging population, and rising healthcare expenditure. Additionally, advancements in digital health technologies, growing adoption of cloud-based solutions, and expanding presence in emerging markets contribute to the 7% growth.
Segment n°2 -> Software as a Service
Expected Growth : 9 %
What the company do ?
ResMed's Software as a Service provides cloud-based solutions for sleep and respiratory care, enabling remote patient monitoring and data-driven insights for healthcare professionals.
Why we expect these perspectives ?
ResMed's Software as a Service (SaaS) growth is driven by increasing adoption of digital health technologies, rising demand for remote patient monitoring, and growing need for healthcare data analytics. Additionally, the company's strategic acquisitions, expanding customer base, and continuous innovation in sleep and respiratory care solutions contribute to its 9% growth rate.
Resmed Inc. Products
| Product Range | What is it ? |
|---|---|
| AirSense 10 CPAP Machine | A continuous positive airway pressure (CPAP) machine designed to treat sleep apnea, providing a comfortable and quiet sleep experience. |
| AirMini Travel CPAP | A portable and compact CPAP machine designed for travel, providing the same therapy as a traditional CPAP machine in a smaller package. |
| Bilevel ST-A | A bilevel positive airway pressure (BiPAP) machine designed to treat respiratory insufficiency, providing two different pressure levels for inhalation and exhalation. |
| N20 Nasal Mask | A nasal mask designed for CPAP therapy, providing a comfortable and secure fit for patients with sleep apnea. |
| ResMed S+ Sleep Tracker | A non-contact sleep tracking device that monitors sleep patterns, providing insights to improve sleep quality. |
| ResMed myAir App | A mobile app that tracks sleep data, provides personalized coaching, and offers therapy management for CPAP users. |
ResMed Inc.'s Porter Forces
Threat Of Substitutes
ResMed Inc. faces moderate threat from substitutes, as patients may opt for alternative treatments or devices for sleep disorders and respiratory care. However, the company's strong brand reputation and patented technology mitigate this threat to some extent.
Bargaining Power Of Customers
ResMed Inc. has a diverse customer base, including healthcare providers, patients, and distributors. While customers have some bargaining power, the company's strong relationships and customized solutions reduce the impact of customer bargaining power.
Bargaining Power Of Suppliers
ResMed Inc. has a diversified supplier base, and the company's scale and global presence reduce its dependence on individual suppliers. This limits the bargaining power of suppliers.
Threat Of New Entrants
The medical device industry has high barriers to entry, including regulatory hurdles and significant R&D investments. This limits the threat of new entrants, and ResMed Inc.'s established brand and technology leadership position further reduce this threat.
Intensity Of Rivalry
The sleep disorder and respiratory care markets are highly competitive, with several established players. ResMed Inc. faces intense competition from companies like Philips Respironics and Fisher & Paykel Healthcare, which drives innovation and pricing pressure.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 27.67% |
| Debt Cost | 3.95% |
| Equity Weight | 72.33% |
| Equity Cost | 7.15% |
| WACC | 6.26% |
| Leverage | 38.26% |
ResMed Inc. : Quality Control
ResMed Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| ISRG | Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and … |
| OSUR | OraSure Technologies, Inc., together with its subsidiaries, develops, manufactures, markets, and sells oral fluid diagnostic products and specimen collection devices in the United States, Europe, and internationally. It operates in … |
| WST | West Pharmaceutical Services, Inc. designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. … |
| BSX | Boston Scientific Corporation develops, manufactures, and markets medical devices for use in various interventional medical specialties worldwide. It operates through three segments: MedSurg, Rhythm and Neuro, and Cardiovascular. The company … |
| BDX | Becton, Dickinson and Company develops, manufactures, and sells medical supplies, devices, laboratory equipment, and diagnostic products for healthcare institutions, physicians, life science researchers, clinical laboratories, pharmaceutical industry, and the general … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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ResMed
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Boston Scientific
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Intuitive Surgical
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Becton Dickinson
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West Pharma
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