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HealthcareASXAUD

ResMed

A$0012345678900123456789.0012345678900123456789+4.3%
52w low (est.) A$23.01A$36.15 52w high (est.)
Peers
Market data
Market cap
A$43.56B
52-week range
A$25.50 – A$45.25
Beta (vs market)
0.78
Sector
Healthcare
Valuation
P/E ratio
20.0x
DCF fair value
A$52.30
Margin of safety
+82.1%
Forward P/E
17.0x
PEG ratio
1.26
Dividend yield
1.14%
Quality & efficiency
Moat score
89/100
Return on equity
25.2%
Profit margin
27.4%
Debt / equity
0.13
Growth & analysts
Revenue growth (YoY)
+10.8%
Analyst target
A$42.23
Target upside
+47.0%
Analysts covering
13

About ResMed

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. The company operates in two segments, Sleep and Breathing Health, and Residential Care Software. It offers sleep recorders for the diagnosis and titration of sleep apnea in sleep clinics, hospitals, and at home, including ApneaLink Air, a portable diagnostic device that measures oximetry, respiratory effort, pulse, nasal flow, and snoring; NightOwl, a portable, cloud-connected, and disposable diagnostic device that measures AHI based on derived peripheral arterial tone, actigraphy, and oximetry; and EasyCare Tx, a sleep lab solution. The company also provides AirView, a cloud-based system that enables remote monitoring and changing of patients' device settings; myAir, a personalized therapy management application for patients with sleep apnea that provides support, education, and troubleshooting tools for increased patient engagement and improved compliance; and connectivity module which provides a cellular connection between compatible ventilation devices and AirView system. In addition, the company offers Brightree solutions which are solutions and services for organizations in home medical equipment and pharmacy, orthotic and prosthetic, and home infusion; HEALTHCAREfirst solutions that offers electronic health record, software, billing and coding services, and advanced analytics that enables home health and hospice agencies to optimize clinical, financial and administrative processes; MatrixCare EHR software as a service solutions used by skilled nursing and senior living providers, life plan communities, and home health and hospice sectors; and MEDIFOX DAN software solutions that is used by residential care providers, such as home health and nursing home providers. ResMed Inc. was founded in 1989 and is headquartered in San Diego, California.

Valuation

ValueGrowthProfitHealthIncome68QUALITY
Overall Rating
87
Strong Buy
Strong Buy
Moat Score89
DCF Intrinsic Value
A$52.30+82.1% upside

Moat, DCF and rating computed by our valuation engine (ported from the original Python model).

Fundamentals

Market Cap
A$43.56B
P/E Ratio
20.0
Dividend Yield
1.14%
Revenue Growth
+10.8%
Profit Margin
27.4%
ROE
25.2%
Debt / Equity
0.13
Beta
0.78
vs Healthcare sector:P/E 20 vs 28 · cheaperMoat 89 vs 7Yield 1.14% vs 0.3%

Statistics

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