ResMed is a global leader in cloud-connected devices for sleep apnea and respiratory care, treating over 160 million patients and benefiting from aging population-driven demand for respiratory therapy.
Data updated Feb 15 · Source: Twelve Data
ResMed is a global leader in sleep apnea and respiratory care devices, positioning it squarely as a beneficiary of aging population demographics. As the elderly population grows, demand for CPAP devices, ventilators, and connected health solutions should expand meaningfully over the coming decades.
Financially, ResMed trades at a P/E of 32x with EPS of $7.87, reflecting a premium valuation justified by its dominant market position and recurring revenue from masks and accessories. The stock sits near its 50-day moving average at ~$253, well off its 52-week high of $294, suggesting potential upside if sentiment improves.
Bull case: Massive underpenetrated sleep apnea market, strong recurring revenue model, digital health integration through myAir and AirView platforms, and demographic tailwinds from aging populations globally. Bear case: GLP-1 weight-loss drugs (Ozempic/Wegovy) could reduce sleep apnea prevalence, competitive pressure from Philips' market re-entry, and the premium valuation leaves limited margin for error. The 90-day decline of -10.25% likely reflects lingering GLP-1 concerns. Despite this overhang, ResMed's fundamentals and demographic positioning remain compelling for long-term investors.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: ResMed Website: https://www.resmed.com Ticker: RMD Categories: Aging Population Stocks Market Data: - Current Price: $252.55 (2.78%) - Change (30D): 4.85% - Change (60D): 3.20% - Change (90D): -10.25% - Change (180D): 3.18% - Change (1Y): 6.74% - Change (5Y): 26.36% - 52-Week High: $293.81 - 52-Week Low: $199.92 - 50-Day MA: $252.89 - Volume: 971K - P/E Ratio: 32.09 - EPS (TTM): $7.87
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