ResMed Inc (RMD)vsThermo Fisher Scientific Inc (TMO)
RMD
ResMed Inc
$226.31
-0.82%
HEALTHCARE · Cap: $33.31B
TMO
Thermo Fisher Scientific Inc
$490.77
+0.10%
HEALTHCARE · Cap: $182.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 725% more annual revenue ($44.56B vs $5.40B). RMD leads profitability with a 27.5% profit margin vs 15.0%. RMD appears more attractively valued with a PEG of 1.39. RMD earns a higher WallStSmart Score of 70/100 (B).
RMD
Strong Buy70
out of 100
Grade: B
TMO
Buy59
out of 100
Grade: C
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
-27.5%
Fair Value
$384.82
Current Price
$490.77
$105.95 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
Large-cap with strong market position
Strong operational efficiency at 21.2%
Generating 3.0B in free cash flow
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
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 : TMO
The strongest argument for TMO centers on Market Cap, Operating Margin, Free Cash Flow.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
RMD profiles as a mature stock while TMO is a value play — different risk/reward profiles.
TMO carries more volatility with a beta of 0.97 — expect wider price swings.
RMD is growing revenue faster at 11.0% — sustainability is the question.
TMO generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
RMD scores higher overall (70/100 vs 59/100), backed by strong 27.5% margins and 11.0% revenue growth. Both earn "Strong Buy" and "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 →Thermo Fisher Scientific Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Thermo Fisher Scientific is an American provisioner of scientific instrumentation, reagents and consumables, and software and services to healthcare, life science, and other laboratories in academia, government, and industry (including in the biotechnology and pharmaceutical sectors). Based in Waltham, Massachusetts, Thermo Fisher was created in 2006 by the merger of Thermo Electron and Fisher Scientific, to form a company with US$ 9 billion in combined revenues.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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