MARKET WIREYahoo Finance • 8h ago
ResMed (RMD): Buy, Sell, or Hold Post Q2 Earnings?Yahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
Why RMD Stock dropped -9.05% Today — RQD Quant Desk Flash
$229.94 -9.05% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $226.75
ResMed Inc. (RMD) earns a Roarable Rating of A (Strong Buy) with 86/100 RQD Confidence. High-quality cash engine (59% profit margin, 23% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
ROARABLE A • STRONG BUY
Cap $35.56B
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Is RMD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, ResMed Inc. (NYSE: RMD) is rated A (Strong Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 86/100 at a spot price of $229.94 (-9.05% 1D, market cap $35.56B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 17/20. Across 1016 tracked Health Care issuers, RMD ranks #3 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does RMD compare to DXCM and MDLN in the Health Care sector?
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Within the Health Care sector (Medical/Dental Instruments), RMD carries a Roarable A (86/100 RQD), trailing P/E of 25.4x, gross margin of 59.4%, and ROIC of 22.9%. By comparison, DXCM (DexCom Inc.) holds a B+ grade (76/100 RQD, P/E 36.1x, ROIC 21.6%, cap $30.16B) and MDLN (Medline Inc.) posts a D grade (44/100 RQD, P/E N/A, ROIC 8.2%, cap $42.07B). Among the 5-stock peer group, RMD leads on earnings multiple (25.4x) while RMD leads on capital efficiency (22.9% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for RMD?
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Per RMD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-06-30, CIK 0000943819), ResMed Inc. generated $5.15B in revenue (+9.8% YoY), $1.40B in net income, and $1.66B in free cash flow against $8.50B in total assets and $982.1M in total debt. Key quantitative strengths: Strong cash generator (59% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $226.74 (-1.39%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 19/20 (A+) • 32.3% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 86/100 (A) historically ranked in the Top 5% of excess returns over the next 90 days (+9.2% avg 90D alpha vs SPY • 73.2% hit rate).
Audit Bucket Track Record →RQD QUANT TACHOMETERSTRONG BUY • A
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw A · Rk A-
Each axis scored 0–20
12M PRICE TARGET CONE+12.6% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for RMD)Realized 20D OHLCV Swing Band: ±5.2%
Deterministic 5-Pillar Attribution (86/100 Composite)
🔍 WHY RMD SCORES 86/100 (A) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+19/20 pts (22% of score)
SEC XBRL FY 2025 (10-K): 32.3% FCF Margin ($1.66B FCF) & 59.4% Gross Margin
▲ #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (21% of score)
Altman Z-Score 12.49 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9
▼ #1 Drag / Risk Factor: Macro Regime Fit15/20 pts (-5 pt drag)
Macro rate sensitivity & RSI-14 (60.1) create a -5 pt regime headwind
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade A+$235.04+4.5% Next Q
94
Q2 (-2Q)Grade A+$245.50+2.2% Next Q
91
Q3 (-1Q)Grade A$250.80-8.3% Next Q
89
CurrentGrade A$229.94+9.2% Hist 90D α
86
Trajectory: A+ (94) → A (86)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the RMD Bull Thesis Could Fail
Even with a 86/100 (A) score, RMD faces multiple-compression risk if 25.4x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Broader market pullbacks can still drag down strong stocks in the short run.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 56.9% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($232.63) or 200D SMA ($224.82) invalidates the momentum regime and cuts Target Base ($258.91) toward Bear Floor ($188.55).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $RMD• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “RMD Beats Next Quarter EPS Consensus (Dec 28, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why RMD Stock dropped -9.05% Today — RQD Quant Desk Flash
ResMed Inc. (RMD) dropped -9.05% to $229.94, trading at 51% of its 52-week range ($180.27 – $277.67). High-quality cash engine (59% profit margin, 23% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 51% of its 52-week range ($180.27 – $277.67) with RSI-14 at 60.1 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±5.2% around $229.94 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable A (Strong Buy) backed by 59.4% gross margin and $1.7B annual free cash flow.
Live RMD Headlines & Catalysts
MARKET WIRESimply Wall St • 11h ago
ResMed (NYSE:RMD) - Stock AnalysisSimply Wall St report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 14h ago
What Sent ResMed Stock Lower?Yahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 17h ago
ResMed’s Quarterly Earnings Preview: What You Need to KnowYahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance UK • 20h ago
ResMed Inc. (RMD.AX) stock price, news, quote and historyYahoo Finance UK report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo Finance • 23h ago
ResMed (RMD) Beats Q1 Earnings and Revenue EstimatesYahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 1d ago
ResMed (RMD) Reports Q1 Earnings: What Key Metrics Have to SayYahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo Finance • 1d ago
ResMed (RMD) Looks Fully Valued After Another Earnings BeatYahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo • 13h ago
ResMed: 3 Key Takeaways for Long-Term InvestorsManufacturing gains are lifting margins faster than revenue growth, signaling operational leverage ahead.
CATALYSTYahoo • 2d ago
RMD Q3 deep dive: product innovation and supply chain execution drive results amid evolving landscapeMedical device company ResMed (NYSE:RMD) beat Wall Street’s revenue expectations in calendar Q3 2026 (fiscal Q1 2027), with sales up 5.9% year on year to $1.41 billion. Its non-GAAP profit of $2.91 per share was 8.9% abo
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Scheduled RQD Strong Buys & Whale Accumulation Briefing (RMD Tape Review)
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RMD // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +9.79%🛡️ HOLDING TREND SUPPORT
2026-11-02O $250.2H $252.8L $229.9C $229.9VOL 1.45M
RES: $258.1SUP: $229.4SMA50: $232.6SMA200: $224.8
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
RMD Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
19.1%/yr Implied 5Y Growth
vs. +9.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on RMD today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
LLY → RMD Analyst Hypothesis
FDA approval of Zepbound (tirzepatide) for moderate-to-severe obstructive sleep apnea (OSA) in adults with obesity introduces the first pharmacologic disease-modifying competitor to ResMed CPAP devices.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for RMD today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (RMD)
Health Care Rank #3 of 1016
⚔️ DXCM vs RMD Full Matrix →
1. Head-to-Head Health Care Peer Comparison (RMD vs. DXCM, MDLN, WST, BDX)
Industry: Medical/Dental Instruments (120 Tracked Issuers)Across 1016 tracked Health Care securities in the Roarable RQD universe, ResMed Inc. (RMD) ranks #3 by composite RQD confidence (86/100, grade A) and #50 by equity capitalization ($35.56B). Within this direct 5-issuer industry benchmark cohort, RMD leads on earnings valuation at 25.4x trailing P/E, while RMD leads on capital efficiency and profitability with 22.9% ROIC and 59.4% gross margin. RMD currently leads its immediate peer cohort in composite quantitative strength at 86/100 (A).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| RMD
ACTIVE
ResMed Inc. | A | 86/100 | 25.4x | 59.4% | 22.9% | -9.05% | $35.56B | Benchmark Subject |
| DXCM DexCom Inc. | B+ | 76/100 | 36.1x | 60.1% | 21.6% | +2.95% | $30.16B | /dxcm-vs-rmd → |
| MDLN Medline Inc. | D | 44/100 | — | — | 8.2% | +0.38% | $42.07B | /mdln-vs-rmd → |
| WST West Pharmaceutical Services Inc. | A- | 81/100 | 59.4x | 35.9% | 17.9% | -0.97% | $29.32B | /wst-vs-rmd → |
| BDX Becton Dickinson and Company | C+ | 67/100 | 32.2x | 45.4% | 4.9% | -0.23% | $54.03B | /bdx-vs-rmd → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-06-30 • CIK 0000943819In its most recent audited fiscal period (FY2025, filed 2025-06-30), ResMed Inc. (RMD) reported GAAP revenue of $5.15B (+9.8% vs. FY2024 revenue of $4.69B , and +21.9% cumulative change since FY2023) , GAAP net income of $1.40B, operating cash flow of $1.75B, and free cash flow of $1.66B (+27.6% YoY). On the balance sheet, RMD closed FY2025 with $8.50B in total assets against $982.1M in total debt (Altman Z-Score: 12.49, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-06-30 | $5.15B | $1.40B | $1.75B | $1.66B | $8.50B | $982.1M |
| FY2024 (FY) | 2024-06-30 | $4.69B | $1.02B | $1.40B | $1.30B | $7.14B | $849.7M |
| FY2023 (FY) | 2023-06-30 | $4.22B | $898.0M | $693.3M | $503.3M | $19.56B | $4.58B |
3. RMD Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs RMD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, ResMed Inc. (NYSE: RMD) is rated A (Strong Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 86/100 at a spot price of $229.94 (-9.05% 1D, market cap $35.56B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 17/20. Across 1016 tracked Health Care issuers, RMD ranks #3 in composite RQD confidence.
How does RMD compare to DXCM and MDLN in the Health Care sector?
Within the Health Care sector (Medical/Dental Instruments), RMD carries a Roarable A (86/100 RQD), trailing P/E of 25.4x, gross margin of 59.4%, and ROIC of 22.9%. By comparison, DXCM (DexCom Inc.) holds a B+ grade (76/100 RQD, P/E 36.1x, ROIC 21.6%, cap $30.16B) and MDLN (Medline Inc.) posts a D grade (44/100 RQD, P/E N/A, ROIC 8.2%, cap $42.07B). Among the 5-stock peer group, RMD leads on earnings multiple (25.4x) while RMD leads on capital efficiency (22.9% ROIC).
What are the biggest fundamental strengths and SEC risk factors for RMD?
Per RMD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-06-30, CIK 0000943819), ResMed Inc. generated $5.15B in revenue (+9.8% YoY), $1.40B in net income, and $1.66B in free cash flow against $8.50B in total assets and $982.1M in total debt. Key quantitative strengths: Strong cash generator (59% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is RMD trading relative to its 50-day, 200-day, and 52-week technical levels?
RMD last traded at $229.94 (-9.05% on volume of 3,470,546 shares), positioning the stock -1.16% below its 50-day simple moving average ($232.63) and +2.28% above its 200-day simple moving average ($224.82). Across its 52-week range of $180.27 to $277.67, RMD sits at the 51.0% percentile with a 14-day RSI of 60.1 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.2% ($217.98 to $241.90).
RMD Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is RMD stock moving today?
Why RMD Stock dropped -9.05% Today — RQD Quant Desk Flash. High-quality cash engine (59% profit margin, 23% return on capital) with steady institutional support.
ROARABLE RATING BRIEF • RQD 86/100 (A)
✓ STAGE-C NUMBER FIREWALL VERIFIED
RMD — ResMed Inc.: What the Facts Mean to a Prospective Investor
Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:11:59Z
Roarable Rating Brief: What This Means to a Prospective Investor
The Roarable RQD rating is 86, graded A, with the verdict "Roarable Strong Buy — Excellent Cash & Whale Support." Per the Roarable RQD rating, the five pillars score as follows: Fundamental Cash Engine 19/20 (ROIC 22.9%; FCF yield 4.67%), Whale 13F Flow 17/20 (institutional accumulation and options positioning), Insider Conviction 17/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit 15/20 (beta 0.93; sector sensitivity), and Forensic Balance Sheet 18/20 (Altman Z 12.49; Piotroski F 9/9; Debt/Equity 0.15). For a prospective investor, the strongest support comes from cash generation and balance-sheet quality, which the rating treats as the highest-weighted evidence. The lowest-scoring pillar is macro regime fit, which indicates the stock's sensitivity to sector and market conditions is less favorable than its internal fundamentals. Valuation is a tradeoff: per the Snapshot data, the stock trades at 25.4x trailing earnings and 23.6x forward earnings, so the rating's cash-quality support must be weighed against a multiple that is not low. The rating is a structured summary of the source data and does not constitute personalized financial advice.
Snapshot
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $5146.3M | $1685.4M | $1401.0M | N/A | $1661.7M | $1417.1M | $982.1M |
| FY 2024 | $4685.3M | $1319.9M | $1021.0M | N/A | $1301.8M | $521.9M | $849.7M |
| FY 2023 | $4223.0M | $1131.9M | $898.0M | N/A | $503.3M | N/A | $4576.3M |
Per the market data, gross margin is 59.4%, operating margin 32.7%, and net margin 27.2%, with ROIC of 22.9%. Per the Roarable RQD rating, the Altman Z-Score is 12.49 and the Piotroski F-Score is 9/9, with Debt/Equity of 0.15. Revenue and net income rose across the three reported periods, and FY 2025 free cash flow was $1661.7M. The FY 2023 debt figure ($4576.3M) is markedly higher than the FY 2024 and FY 2025 figures and is not explained in the source data.
Open Questions
- What is the company's revenue split by product line and customer segment, and how much is device versus mask re-supply?
- What is the undisclosed exposure estimate cited in the 10-K for GLP-1 substitution, and what is the observed OSA script trend?
- Why does FY 2023 debt ($4576.3M) differ so sharply from FY 2024 and FY 2025, and what does the reported cash balance look like for FY 2023?
- What drove the recent share-price move reported in the news feed, given that article bodies are not provided?
- What are the analyst consensus, price targets, and recent insider or 13F transactions that underpin the whale and insider pillar scores?
RMD Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for ResMed Inc. (RMD) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Yahoo Finance • 8h ago
ResMed (RMD): Buy, Sell, or Hold Post Q2 Earnings? Yahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Simply Wall St • 11h ago
ResMed (NYSE:RMD) - Stock Analysis Simply Wall St report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 14h ago
What Sent ResMed Stock Lower? Yahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 17h ago
ResMed’s Quarterly Earnings Preview: What You Need to Know Yahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance UK • 20h ago
ResMed Inc. (RMD.AX) stock price, news, quote and history Yahoo Finance UK report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Yahoo Finance • 23h ago
ResMed (RMD) Beats Q1 Earnings and Revenue Estimates Yahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 1d ago
ResMed (RMD) Reports Q1 Earnings: What Key Metrics Have to Say Yahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Yahoo Finance • 1d ago
ResMed (RMD) Looks Fully Valued After Another Earnings Beat Yahoo Finance report covering ResMed Inc. (RMD) market action, institutional positioning, and fundamental catalysts.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
RMD Bull vs. Bear Conversation Board — What's Your Call at $229.94?
🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON RMD 🐻 33% BEARISH CONVICTION
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH
🎯 Target: $298.34 (+18.0%)
📌 Pinned Debate 🔥 Official Bull vs. Bear Debate: Is RMD (A • RQD 86/100) a Buy at $252.83?
Welcome to the RMD (ResMed Inc.) Roar Pit. Current RQD Composite is 86/100 (Roarable Strong Buy — Excellent Cash & Whale Support) in Medical/Dental Instruments. Bulls point to capital efficiency (22.9% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH
🎯 Target: $212.38 (-16.0%)
Spot @ $252.83 Pump the brakes on RMD — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on RMD, but look at what you are paying: 25.4x trailing P/E with 59.4% gross margins. Unless ResMed Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH
🎯 Target: $288.23 (+14.0%)
Spot @ $252.83 RMD cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on RMD, the market is fixating on short-term headline noise in Medical/Dental Instruments and ignoring the balance sheet and cash flow trajectory. At $252.83 (52-wk range $180.27 - $277.67), any beat on forward guidance forces shorts and underweight funds to chase.