Why ResMed's Rally Is Just Getting Started

Leo Nelissen
09-18

Summary

  • ResMed's impressive turnaround, driven by margin improvements, innovative products, and GLP-1 drug tailwinds, positions it for significant long-term growth and elevated returns.
  • The company's AirSense 11 platform and myAir app enhance patient engagement and efficiency, contributing to higher margins and adoption rates.
  • Despite a low dividend yield and recent insider sales, ResMed's strong balance sheet and market potential offer substantial upside for patient long-term investors.
  • With 1 billion people suffering from sleep apnea and only a fraction using ResMed's devices, the growth potential remains enormous.

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Introduction

It's time to revisit a company I haven't covered in quite a while. As the title of this article gave away, that company is ResMed (NYSE:RMD), a fast-growing healthcare company.

My most recent article on this company

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