Professional
Added to YB: 2025-12-11
Pitch date: 2025-12-10
RMD [neutral]
ResMed Inc.
-10.36%
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
$32.5B
Pitch Price
$250.92
Price Target
N/A
Dividend
1.07%
EV/EBITDA
15.44
P/E
22.16
EV/Sales
5.92
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)