RMD · ResMed

S&P 500 #314 · NYSE

Risiko 6/10 · GLP-1 Disruption Risk · $208.96 ▲ 2.90%

Kennzahlen

• Price $208.96
• Market cap $30.3B
• P/E (ttm) 20.13
• Div yield 1.18%
• 52-wk range $180.27 – $293.81
• Index rank #314 / —

Wichtigste Risiken

• GLP-1 weight-loss drugs reducing sleep apnea prevalence (Long-term TAM) — EXTREME
• Competitive pressure from Philips reentry (Market share) — MED
• Stock down 32% from 52w high — growth re-rating risk (Valuation) — MED
• CPAP device recall/compliance issues (Brand trust) — MED

Fazit

ResMed has fallen 32% from peak as GLP-1 drugs threaten sleep apnea device demand; near-term fundamentals remain solid.

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