The Cooper Companies, Inc (COO)vsResMed Inc (RMD)
COO
The Cooper Companies, Inc
$74.23
+1.24%
HEALTHCARE · Cap: $13.71B
RMD
ResMed Inc
$211.94
-5.06%
HEALTHCARE · Cap: $30.60B
Smart Verdict
WallStSmart Research — data-driven comparison
ResMed Inc generates 31% more annual revenue ($5.54B vs $4.23B). RMD leads profitability with a 27.4% profit margin vs 5.6%. COO appears more attractively valued with a PEG of 0.69. RMD earns a higher WallStSmart Score of 73/100 (B).
COO
Buy59
out of 100
Grade: C
RMD
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.9%
Fair Value
$206.89
Current Price
$74.23
$132.66 discount
Margin of Safety
-27.2%
Fair Value
$204.13
Current Price
$211.94
$7.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 26.9% YoY
Strong operational efficiency at 35.3%
Safe zone — low bankruptcy risk
Every $100 of equity generates 23 in profit
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
ROE of 2.9% — below average capital efficiency
5.6% margin — thin
Premium valuation, high expectations priced in
Operating margin of -2.9%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : COO
The strongest argument for COO centers on Debt/Equity, PEG Ratio, Price/Book. PEG of 0.69 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 27.4% and operating margin at 35.3%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : COO
The primary concerns for COO are Return on Equity, Profit Margin, P/E Ratio. A P/E of 61.3x leaves little room for execution misses.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
COO profiles as a value stock while RMD is a mature play — different risk/reward profiles.
COO carries more volatility with a beta of 0.84 — expect wider price swings.
RMD is growing revenue faster at 10.8% — sustainability is the question.
RMD generates stronger free cash flow (520M), providing more financial flexibility.
Bottom Line
RMD scores higher overall (73/100 vs 59/100), backed by strong 27.4% margins and 10.8% revenue growth. COO offers better value entry with a 59.9% margin of safety. 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.
The Cooper Companies, Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
The Cooper Companies, Inc., branded as CooperCompanies, is a global medical device company headquartered in San Ramon, California.
Visit Website →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 →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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