ResMed (RMD)
NYSEHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-04
$240.51+5.91%
Close 2026-11-04 · 1-day change
NYSEHealth CareMedical - Instruments & SuppliesSnapshot 2026-11-04
Research Workspace
Put RMD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care Equipment: fringe margins under pressure (4q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain gross margin near 62-63%: Comparison needs review.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 7%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, guidance credibility.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskResMed's digital health engine has to keep compounding to justify the price. Revenue growth is slowing, dropping from 11% to 6% year over year. The latest quarter beat estimates by 9%. The stock trades at 21 times earnings. Peers trade at 33 times earnings. The price reflects less growth than we forecast. The gross margin pillar is under pressure. The thesis comparison is not yet verified. Peer multiples imply a price roughly in line with where it trades (about fair). The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. RMD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering RMD (as of Nov 2026).
Based on 8 Wall Street analysts offering 12-month price targets for RMD in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RMD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put RMD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive sustainable, profitable growth and expand global access
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $240.51
The last 12 months of price, then the range of analyst 12-month targets from today’s $240.51.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Revenue outlook and planned shareholder returns support profitable growth and capital-allocation objectives.
Advances: Invest in innovation and scale digital health capabilities
EPS growth targets align with innovation and digital health expansion.
Advances: Invest in innovation and scale digital health capabilities
Supports innovation and growth in sleep apnea market.
Threatens: Maintain and improve gross margin through cost efficiencies
Rising costs may impact gross margin objectives.
Advances: Invest in innovation and scale digital health capabilities
Upgrade reflects confidence in innovation and growth potential.
Advances: Invest in innovation and scale digital health capabilities
Sleep business growth supports innovation and digital health objectives.
Recall impacts outlook and guidance for future performance.
Threatens: Maintain and improve gross margin through cost efficiencies
Margin pressures could hinder cost efficiency objectives.