ResMed Inc (RMD)vsTeleflex Incorporated (TFX)
RMD
ResMed Inc
$226.31
-0.82%
HEALTHCARE · Cap: $33.31B
TFX
Teleflex Incorporated
$108.18
+1.52%
HEALTHCARE · Cap: $4.71B
Smart Verdict
WallStSmart Research — data-driven comparison
ResMed Inc generates 171% more annual revenue ($5.40B vs $1.99B). RMD leads profitability with a 27.5% profit margin vs -45.5%. TFX appears more attractively valued with a PEG of 0.16. RMD earns a higher WallStSmart Score of 70/100 (B).
RMD
Strong Buy70
out of 100
Grade: B
TFX
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.4%
Fair Value
$303.30
Current Price
$226.31
$76.99 discount
Margin of Safety
-74.4%
Fair Value
$61.31
Current Price
$108.18
$46.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Growing faster than its price suggests
Strong operational efficiency at 40.6%
Earnings expanding 64.1% YoY
Reasonable price relative to book value
19.4% revenue growth
Areas to Watch
No major concerns identified
ROE of 1.6% — below average capital efficiency
Premium valuation, high expectations priced in
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TFX
The strongest argument for TFX centers on PEG Ratio, Operating Margin, EPS Growth. Revenue growth of 19.4% demonstrates continued momentum. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Bear Case : TFX
The primary concerns for TFX are Return on Equity, P/E Ratio, Profit Margin. A P/E of 81.3x leaves little room for execution misses.
Key Dynamics to Monitor
RMD profiles as a mature stock while TFX is a growth play — different risk/reward profiles.
RMD carries more volatility with a beta of 0.89 — expect wider price swings.
TFX is growing revenue faster at 19.4% — sustainability is the question.
RMD generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
RMD scores higher overall (70/100 vs 67/100), backed by strong 27.5% margins and 11.0% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Visit Website →Teleflex Incorporated
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Teleflex Incorporated, headquartered in Wayne, Pennsylvania, is an American provider of specialty medical devices for a range of procedures in critical care and surgery.
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