Added to YB: 2026-08-26
Pitch date: 2026-08-20
RMD [neutral]
ResMed Inc.
+3.12%
current return
Author Info
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Company Info
ResMed Inc. engages in the digital health and cloud-connected medical devices business in the United States and internationally.
Market Cap
$33.4B
Pitch Price
$229.44
Price Target
N/A
Dividend
1.14%
EV/EBITDA
15.25
P/E
22.20
EV/Sales
5.79
Sector
Health Care Equipment and Supplies
Category
N/A
5 High-Quality MedTech Stocks, Trading Like Broken Ones - ResMed Inc.
RMD (quick overview): High-quality MedTech (Antares 95/100) but not cheap: trades +86% above historical P/E, PEG 1.97, though near 200W EMA. ~49% recurring revenue; GLP-1 fears flipped to tailwind (PAP+GLP-1 patients start therapy 11% more, +6% resupply at 3yrs). Risks: 2nd safety-correction provision (USD 41.9M) + Astral suspension hitting margins, plus Philips/React Health competition. Author frames it as a cash cow, not growth engine.
Read full article (2 min)