CHARGED ALPHA
Stock Detail
RMD Healthcare Latest YouTube: Q1 2026

ResMed

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 2026
Podcast available
Yes
Current price
$208.05
-4.11 (-1.94%)
Trailing / Forward P/E
20.08x
Forward: 17.06x
Market cap / Volume
Volume:
Revenue / Earnings Growth
10.8%
Earnings: 10.5%
Margins
35.3% op
Gross: 62.2% · Net: 27.4%
Balance sheet
3.01x current
Debt / Equity: 13.0
52-week range / Beta
$198.61 - $293.81
Beta: 0.84
Analyst target
$270.60
Upside: 30.1%
Cash / shareholder return
4.79% FCF yield
Dividend yield: 1.11%

Company context

Industry: Medical Instruments & Supplies
Country: United States
Employees:
Price to book: 4.79x
Return on equity: 25.2%
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.

Price chart

Market context for RMD

Competitive view

RMD vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

ResMed
RMD
YouTube
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Intuitive Surgical
ISRG
YouTube
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Johnson & Johnson
JNJ
YouTube
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
RMD
$30.18B
ResMed
ISRG
$155.16B
Intuitive Surgical
JNJ
$564.11B
Johnson & Johnson
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
RMD
20.1x
ResMed
ISRG
53.2x
Intuitive Surgical
JNJ
27.2x
Johnson & Johnson
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
RMD
17.1x
ResMed
ISRG
37.2x
Intuitive Surgical
JNJ
18.4x
Johnson & Johnson
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
RMD
10.8%
ResMed
ISRG
23.0%
Intuitive Surgical
JNJ
9.9%
Johnson & Johnson
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
RMD
10.5%
ResMed
ISRG
18.8%
Intuitive Surgical
JNJ
-52.9%
Johnson & Johnson
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
RMD
35.3%
ResMed
ISRG
30.9%
Intuitive Surgical
JNJ
27.4%
Johnson & Johnson
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
RMD
62.2%
ResMed
ISRG
66.3%
Intuitive Surgical
JNJ
68.0%
Johnson & Johnson
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
RMD
27.4%
ResMed
ISRG
28.1%
Intuitive Surgical
JNJ
21.8%
Johnson & Johnson
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
RMD
25.2%
ResMed
ISRG
17.2%
Intuitive Surgical
JNJ
26.4%
Johnson & Johnson
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
RMD
4.8%
ResMed
ISRG
1.4%
Intuitive Surgical
JNJ
2.2%
Johnson & Johnson
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
RMD
12.99x
ResMed
ISRG
0.50x
Intuitive Surgical
JNJ
67.73x
Johnson & Johnson
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
RMD
3.01x
ResMed
ISRG
4.61x
Intuitive Surgical
JNJ
1.02x
Johnson & Johnson
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
RMD
0.84
ResMed
ISRG
1.51
Intuitive Surgical
JNJ
0.26
Johnson & Johnson
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
RMD
1.1%
ResMed
ISRG
Intuitive Surgical
JNJ
2.2%
Johnson & Johnson
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
RMD
30.1%
ResMed
ISRG
30.7%
Intuitive Surgical
JNJ
7.9%
Johnson & Johnson

Episode timeline

Episode archive for RMD

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube podcast complete
RMD Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for ResMed. Use the links on the right to open the video or podcast episode.