Professional
Added to YB: 2025-12-11
Pitch date: 2025-12-10
RMD [neutral]
ResMed Inc.
-8.44%
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
$31.7B
Pitch Price
$249.49
Price Target
N/A
Dividend
1.20%
EV/EBITDA
14.48
P/E
21.09
EV/Sales
5.50
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)