ICU Medical Inc (ICUI)vsResMed Inc (RMD)
ICUI
ICU Medical Inc
$131.38
+1.53%
HEALTHCARE · Cap: $3.19B
RMD
ResMed Inc
$226.31
-0.82%
HEALTHCARE · Cap: $33.31B
Smart Verdict
WallStSmart Research — data-driven comparison
ResMed Inc generates 142% more annual revenue ($5.40B vs $2.23B). RMD leads profitability with a 27.5% profit margin vs 0.0%. ICUI appears more attractively valued with a PEG of 0.07. RMD earns a higher WallStSmart Score of 70/100 (B).
ICUI
Hold47
out of 100
Grade: D+
RMD
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73765.0%
Fair Value
$0.20
Current Price
$131.38
$131.18 premium
Margin of Safety
+14.4%
Fair Value
$303.30
Current Price
$226.31
$76.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 35.2%
Safe zone — low bankruptcy risk
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Areas to Watch
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
0.0% margin — thin
Operating margin of 4.8%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : ICUI
The strongest argument for ICUI centers on PEG Ratio, Price/Book. PEG of 0.07 suggests the stock is reasonably priced for its growth.
Bull Case : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.5% and operating margin at 35.2%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : ICUI
The primary concerns for ICUI are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 4313.3x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
ICUI profiles as a value stock while RMD is a mature play — different risk/reward profiles.
RMD carries more volatility with a beta of 0.89 — expect wider price swings.
RMD is growing revenue faster at 11.0% — sustainability is the question.
RMD generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
RMD scores higher overall (70/100 vs 47/100), backed by strong 27.5% margins and 11.0% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ICU Medical Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ICU Medical, Inc. develops, manufactures and sells medical devices used in infusion therapy and critical care applications worldwide. The company is headquartered in San Clemente, California.
ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
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