Professional
Added to YB: 2025-12-12
Pitch date: 2025-12-10
RMD [neutral]
ResMed Inc.
+0.31%
current return
Author Info
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Company Info
ResMed Inc. develops, manufactures, distributes, and markets medical devices and cloud-based software applications to diagnose, treat, and manage respiratory disorders in the United States and internationally.
Market Cap
$35.9B
Pitch Price
$251.50
Price Target
N/A
Dividend
0.97%
EV/EBITDA
17.86
P/E
25.23
EV/Sales
6.73
Sector
Health Care Equipment and Supplies
Category
growth
Pernas Research Passes On: ResMed Inc.
RMD (pass): Sleep apnea equipment leader w/ structural tailwinds (aging, underdiagnosis). Gained share from Philips recall, entrenched via software acquisitions (Brightree, MatrixCare, SNAP) creating durable moat beyond hardware. Strong biz but 7x EV/Sales too rich - waiting for better entry.
Read full article (1 min)