NYSE:RMD

ResMed Inc. (RMD)

196.04
+1.72 (0.89%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
30 watching
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

ResMed Inc. (RMD-N) has shown impressive performance, with multiple experts highlighting its strong growth metrics and market position. The company has consistently beaten earnings expectations for four consecutive quarters, boasting a substantial 37.09% year-over-year EPS growth, alongside an impressive return on equity (ROE) of 25.81%. Despite a current price-to-earnings (PE) ratio of 31.2x, experts note that this is significantly lower than its 2021 peak of 74.5x, suggesting room for upside potential. Notably, ResMed operates within the U.S., which insulates it from international tariff issues, making it a favorable choice for growth-oriented investors. Although the dividend yield is low at 0.76%, the company is viewed as a solid long-term investment with positive momentum and expected forward margins.

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Consensus
Buy
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Valuation
Fair Value
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PAST TOP PICK

(A Top Pick May 13/16. Up 30.65%.) The leader in sleep apnea, and primarily manufactures the masks. Recently sold his holdings.

PAST TOP PICK

(A Top Pick Feb 11/16. Up 24%. Up 24%.) Sleep apnea is such an unaware market. 26% of the population have it, and the penetration is less than 15%. Last year, there was a lot of built-up demand for the masks that they create, because the new line was being rolled out. They’ve rolled out the new masks, and there has been more demand than had been expected. The dividend is just under 2%. He is continuing to buy this.

PAST TOP PICK

(A Top Pick Jan 11/16. Up 33.32%.) This company deals with sleep apnea by providing masks and devices. The opportunity on this is that they are very close to a refresh cycle with their masks, and there is some pent-up demand waiting for the new models to come out.

TOP PICK

This deals with sleep apnea by producing the mask and the device that helps deliver the oxygen. 26% of adults suffer from sleep apnea. In developed markets it has only about 10%-15% penetration, and in emerging markets only 5%, so he likes the upside. Dividend yield of 2.09%.

WATCH

Some of the shareholders are super bright buys. They have a good shareholder base. They had a bit of a failure to launch. They don’t have a long shelf life. You have a more activist board that are shaking the tree. It is going to have prospects. He wants to see something happen with their capital.

TOP PICK

Sleep Apnea. It is quite prevalent – 25% of the population have it. 2.12% dividend. It is the leader to provide the devices.

TOP PICK

They address sleep apnea. It affects many more people than we think. Many have it and are not aware of it. They are the leader in the space. They build the machine and the custom mask. It is a space that is very much underpenetrated. He sees growth in the share price.

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