Cencora Inc. (COR)vsResMed Inc (RMD)
COR
Cencora Inc.
$325.08
-0.67%
HEALTHCARE · Cap: $63.24B
RMD
ResMed Inc
$226.31
-0.82%
HEALTHCARE · Cap: $33.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Cencora Inc. generates 5935% more annual revenue ($325.78B vs $5.40B). COR leads profitability with a 50.0% profit margin vs 27.5%. COR appears more attractively valued with a PEG of 0.78. RMD earns a higher WallStSmart Score of 70/100 (B).
COR
Buy62
out of 100
Grade: C+
RMD
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-44.2%
Fair Value
$253.59
Current Price
$325.08
$71.49 premium
Margin of Safety
+14.4%
Fair Value
$303.30
Current Price
$226.31
$76.99 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 134 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 118.0%
Large-cap with strong market position
Growing faster than its price suggests
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
Areas to Watch
Premium valuation, high expectations priced in
Trading at 33.1x book value
Negative free cash flow — burning cash
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : COR
The strongest argument for COR centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 50.0% and operating margin at 118.0%. PEG of 0.78 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 27.5% and operating margin at 35.2%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : COR
The primary concerns for COR are P/E Ratio, Price/Book, Free Cash Flow.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
RMD carries more volatility with a beta of 0.89 — expect wider price swings.
RMD is growing revenue faster at 11.0% — sustainability is the question.
RMD generates stronger free cash flow (311M), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RMD scores higher overall (70/100 vs 62/100), 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.
Cencora Inc.
HEALTHCARE · MEDICAL DISTRIBUTION · USA
CoreSite Realty Corporation (NYSE: COR) delivers secure, reliable, high-performance data center, cloud access and interconnect solutions to a growing client ecosystem in eight key North American markets.
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.
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