ResMed (RMD) Panoramica del titolo
ResMed Inc. sviluppa, produce, distribuisce e commercializza dispositivi medici e applicazioni software basate su cloud per la diagnosi, il trattamento e la gestione dei disturbi respiratori negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per RMD dai nostri controlli di rischio.
RMD Community Fair Values
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Analyst Price Targets
Concorrenti di ResMed Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$219.75 |
| Massimo di 52 settimane | US$293.81 |
| Minimo di 52 settimane | US$180.27 |
| Beta | 0.78 |
| Variazione di 1 mese | 12.09% |
| Variazione a 3 mesi | -4.75% |
| Variazione di 1 anno | -14.36% |
| Variazione a 3 anni | 1.31% |
| Variazione a 5 anni | -11.66% |
| Variazione dall'IPO | 32,606.98% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jun 29
ResMed: Fear-Driven Selloff Creates A Compelling Margin Of Safety Entry Point
Summary ResMed (RMD) exemplifies the razor-and-blade model, leveraging inevitability, brand loyalty, inexpensive recurring costs, and a superior user experience. RMD dominates the sleep apnea market with a 62% share in a vast, under-penetrated addressable market with huge future growth potential. RMD’s financials are resilient, with consistent sales and earnings growth, no earnings misses in more than a decade, and a predictable business model. CMS exclusion and tariff exemptions remove two major near-term headwinds for ResMed's margins. My fair value estimate suggests a 12% margin of safety at current prices — rated Buy. Read the full article on Seeking Alpha
Aggiornamento della narrazione • Jun 26
RMD: Sleep Health Demand And GLP 1 Therapies Will Support Future Upside
Analysts have trimmed their fair value estimate for ResMed by $10 to $260.60. This reflects lower price targets driven by expectations of moderating revenue growth and profit margins, despite ongoing interest in sleep apnea demand trends.Recent updates
Seeking Alpha • Jun 29
ResMed: Fear-Driven Selloff Creates A Compelling Margin Of Safety Entry Point
Summary ResMed (RMD) exemplifies the razor-and-blade model, leveraging inevitability, brand loyalty, inexpensive recurring costs, and a superior user experience. RMD dominates the sleep apnea market with a 62% share in a vast, under-penetrated addressable market with huge future growth potential. RMD’s financials are resilient, with consistent sales and earnings growth, no earnings misses in more than a decade, and a predictable business model. CMS exclusion and tariff exemptions remove two major near-term headwinds for ResMed's margins. My fair value estimate suggests a 12% margin of safety at current prices — rated Buy. Read the full article on Seeking AlphaAggiornamento della narrazione • Jun 26
RMD: Sleep Health Demand And GLP 1 Therapies Will Support Future Upside
Analysts have trimmed their fair value estimate for ResMed by $10 to $260.60. This reflects lower price targets driven by expectations of moderating revenue growth and profit margins, despite ongoing interest in sleep apnea demand trends.Articolo di analisi • Jun 19
ResMed (RMD) Stock Could Be 30.3% Undervalued After Morgan Stanley Downgrade
Morgan Stanley’s downgrade of ResMed (RMD), citing limited near term profit margin growth and rising competitive risks from Philips and GLP-1 weight-loss drugs, has put fresh attention on how the stock’s story is changing. See our latest analysis for ResMed. At a share price of US$188.63, ResMed has seen its 30 day share price return fall 9.22% and its year to date share price return fall 22.95%, while the 1 year total shareholder return is down 24.08%. This suggests recent downside pressure...Aggiornamento della narrazione • Jun 05
RMD: Sleep Health Partnerships And Acquisitions Will Support Long Term Upside
ResMed's updated analyst price target has shifted lower to $270.60 from $288.21, as analysts factor in revised fair value assumptions and a more conservative future P/E outlook, while maintaining steady expectations for revenue growth and profit margins. Analyst Commentary Recent Street research around ResMed has mixed implications for valuation and execution, with several firms trimming price targets while one major bank has started coverage with a positive stance.
Nuova narrazione • May 18
GLP 1 Therapies And Sleep Apnea Links Will Drive Powerful Long Term Tailwinds
Catalysts About ResMed ResMed develops and sells sleep and respiratory care devices, masks and cloud-connected software that support treatment and monitoring in the home. What are the underlying business or industry changes driving this perspective?
Nuova narrazione • May 01
GLP 1 Therapies And Margin Pressures Will Challenge Long Term Earnings Sustainability
Catalysts About ResMed ResMed develops and sells sleep and respiratory care devices, masks and cloud-connected software that support treatment in the home. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • May 01
RMD: Distribution Expansion And Execution Discipline Will Drive Future Upside
ResMed's updated analyst price target has slipped by about $8 to reflect slightly more cautious assumptions on revenue growth, profit margins, discount rate and future P/E, with several firms trimming targets even as others maintain a constructive view. Analyst Commentary Recent Street research on ResMed has tilted more cautious on valuation, even as one major firm has initiated with a bullish stance.Aggiornamento della narrazione • Apr 12
RMD: Distribution Expansion And Margin Strength Will Support Future Upside
ResMed's analyst price target has been nudged lower by about $0.33 as analysts balance a slightly higher discount rate with firmer revenue growth, profit margin assumptions, and modest target increases from several firms alongside a more recent $5 trim from Citi. Analyst Commentary Recent Street research around ResMed reflects a mix of optimism on the company’s execution and growth profile, alongside a more cautious stance on valuation and near term expectations.Aggiornamento della narrazione • Mar 29
RMD: Higher Earnings Visibility And Margins Will Support Future Upside
Analysts have lifted the consolidated ResMed price target by $15, reflecting updated views on its long term growth, margin profile and P/E assumptions in light of recent research from Citi, RBC Capital, Stifel, KeyBanc and Baird. Analyst Commentary Recent Street research points to a cluster of higher price targets for ResMed, with different teams revisiting their assumptions around growth durability, margin structure and the P/E multiple they are willing to apply.Aggiornamento della narrazione • Mar 14
RMD: AI Sleep Personalization And New Distribution Hub Will Support Upside
ResMed's analyst price target has edged lower by about $1 to $296.87, as analysts fine tune their models around slightly different fair value, discount rate, revenue growth, profit margin, and future P/E assumptions, while keeping an overall constructive stance. This stance is reflected in a series of recent target increases across the Street.Aggiornamento della narrazione • Feb 28
RMD: AI Sleep Therapy Personalization Will Support Long Term Upside
ResMed's analyst price target has moved higher by several dollars to reflect a modest adjustment to discount rate assumptions, while multiple firms have raised their targets by $3 to $15. Analysts point to supportive fundamentals for the updated view.Aggiornamento della narrazione • Feb 14
RMD: AI Sleep Therapy Personalization And Buyback Will Support Long Term Upside
Our updated ResMed narrative reflects a modest lift in the implied analyst price target to about $297.47, with analysts pointing to slightly higher assumed revenue growth, a small improvement in profit margins, and a marginally lower future P/E multiple as key drivers of the change. Analyst Commentary Recent Street research shows a cluster of upward price target revisions for ResMed, with several firms lifting their targets by between $3 and $15.Aggiornamento della narrazione • Jan 31
RMD: AI Therapy Personalization Will Support Sustained Long Term Upside Potential
Narrative Update on ResMed Analysts have lifted their price targets on ResMed, supporting a modest fair value adjustment to about $296.40 as they factor in updated expectations for growth, profitability, and a slightly lower future P/E assumption. Analyst Commentary Recent Street research on ResMed points to a cluster of price target increases, with several bullish analysts nudging their targets higher by incremental amounts.Aggiornamento della narrazione • Oct 21
Analyst Commentary Highlights Margin Optimism as ResMed Faces Market Headwinds and Patent Challenge
Analysts have raised their price target for ResMed to $295 from $292, citing improved profit margin expectations and better anticipated gross margin expansion. This comes despite concerns over slower market growth dynamics.Articolo di analisi • Sep 06
We Think ResMed (NYSE:RMD) Can Manage Its Debt With Ease
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Jul 29
Calculating The Intrinsic Value Of ResMed Inc. (NYSE:RMD)
Key Insights ResMed's estimated fair value is US$302 based on 2 Stage Free Cash Flow to Equity Current share price of...Seeking Alpha • Apr 24
ResMed: Cornering The Market In Sleep Solutions
Summary ResMed is a dominant player in healthcare devices with strong margins, recurring revenues, and a near-monopoly, offering a compelling mix of value and growth. The company continually invests in R&D, enhancing its product portfolio, customer experience, and expanding into new markets, justifying its premium share price. Concerns about GLP-1 drugs reducing ResMed's market are countered by data suggesting increased overall health engagement, boosting interest in sleep health solutions. ResMed's consistent innovation and market leadership make it a highly attractive investment, despite its shares already trading at a substantial premium. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Revisiting ResMed In 2025: Strong Q2 Financial Results And The Growing Demand For Sleep Apnea Solutions
Summary ResMed reported $1.28 billion in revenue and $2.43 EPS, driven by strong demand for AirSense 11 and effective cost management. Rising awareness of sleep apnea, aided by wearable devices like Apple Watch, underscores a significant growth opportunity, with millions still undiagnosed and untreated globally. Concerns over GLP-1 drugs reducing CPAP demand have diminished. Despite an 8.3% stock dip post-earnings, ResMed remains undervalued, trading below its 5-year average P/E ratio, with strong growth prospects supported by innovation and macro trends. Read the full article on Seeking AlphaSeeking Alpha • Feb 01
ResMed: Snoozers Can Be Winners
Summary I believe ResMed is currently overvalued relative to its intrinsic value, making it a good time for investors to take some profits. RMD’s growth has been driven by COVID-19, Philips' product recall, and acquisitions, with a projected growth rate of 9% per year until FY2030. The company's competitive position is strong, with a high ROIC and increasing operating margins, particularly in the SaaS division. Despite the potential impact of GLP-1 drugs, RMD’s demand remains robust, and the company is well-managed with market-leading products. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
ResMed: Fully Valued With Medium-Term Challenges (Rating Downgrade)
Summary ResMed's share price has outperformed the S&P 500 by ~35% since my October 2023 Buy rating. The stock’s outperformance has been driven by a combination of earnings growth and multiple expansion. Operating conditions for ResMed remain positive, but taking a longer-term perspective, investors should be mindful of downside risks related to GLP-1 drugs and the eventual return of Respironics. ResMed’s valuation now looks slightly stretched, however a supportive near-term outlook is sufficient to justify a Hold rating. Read the full article on Seeking AlphaRendimenti per gli azionisti
| RMD | US Medical Equipment | US Mercato | |
|---|---|---|---|
| 7D | 12.8% | 5.7% | -0.7% |
| 1Y | -14.4% | -17.8% | 20.3% |
Ritorno vs Industria: RMD ha superato il US Medical Equipment che ha restituito -17.8 % nell'ultimo anno.
Rendimento vs Mercato: RMD ha avuto una performance inferiore al mercato US che ha registrato un rendimento 20.3 % nell'ultimo anno.
Volatilità dei prezzi
| RMD volatility | |
|---|---|
| RMD Average Weekly Movement | 4.5% |
| Medical Equipment Industry Average Movement | 8.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: RMD non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di RMD è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1989 | 10,600 | Mick Farrell | www.resmed.com |
ResMed Inc. sviluppa, produce, distribuisce e commercializza dispositivi medici e applicazioni software basate su cloud per la diagnosi, il trattamento e la gestione dei disturbi respiratori negli Stati Uniti e a livello internazionale. L'azienda opera in due segmenti, Sleep and Breathing Health e Residential Care Software. Offre registratori del sonno per la diagnosi e la titolazione dell'apnea del sonno in cliniche del sonno, ospedali e a domicilio, tra cui ApneaLink Air, un dispositivo diagnostico portatile che misura l'ossimetria, lo sforzo respiratorio, il polso, il flusso nasale e il russare; NightOwl, un dispositivo diagnostico portatile, collegato al cloud e monouso che misura l'AHI in base al tono arterioso periferico derivato, all'actigrafia e all'ossimetria; e EasyCare Tx, una soluzione per il laboratorio del sonno.
ResMed Inc. Riepilogo dei fondamenti
| RMD statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$31.50b |
| Utili (TTM) | US$1.52b |
| Ricavi(TTM) | US$5.54b |
20.9x
Rapporto P/E5.7x
Rapporto P/SRMD è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| RMD Conto economico (TTM) | |
|---|---|
| Ricavi | US$5.54b |
| Costo del fatturato | US$2.09b |
| Profitto lordo | US$3.44b |
| Altre spese | US$1.92b |
| Utili | US$1.52b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Aug 06, 2026
| Utile per azione (EPS) | 10.54 |
| Margine lordo | 62.18% |
| Margine di profitto netto | 27.44% |
| Rapporto debito/patrimonio netto | 10.2% |
Come si è comportato RMD nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.1%
Rendimento attuale del dividendo22%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/07 09:57 |
| Prezzo dell'azione a fine giornata | 2026/07/07 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ResMed Inc. è coperta da 47 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Rescott | Baird |
| Michael Polark | Baird |
| Matthew Taylor | Barclays |