ResMed Inc (RMD)vsSolventum Corp. (SOLV)
RMD
ResMed Inc
$226.31
-0.82%
HEALTHCARE · Cap: $33.31B
SOLV
Solventum Corp.
$64.64
+0.95%
HEALTHCARE · Cap: $11.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Solventum Corp. generates 54% more annual revenue ($8.32B vs $5.40B). RMD leads profitability with a 27.5% profit margin vs 18.7%. SOLV appears more attractively valued with a PEG of 1.22. SOLV earns a higher WallStSmart Score of 70/100 (B-).
RMD
Strong Buy70
out of 100
Grade: B
SOLV
Strong Buy70
out of 100
Grade: B-
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
+80.4%
Fair Value
$415.58
Current Price
$64.64
$350.94 discount
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
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Earnings expanding 100.8% YoY
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Elevated debt levels
Weak financial health signals
Revenue declined 3.7%
Distress zone — elevated risk
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 : SOLV
The strongest argument for SOLV centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 18.7% and operating margin at 7.0%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Bear Case : SOLV
The primary concerns for SOLV are Debt/Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
RMD profiles as a mature stock while SOLV is a declining play — different risk/reward profiles.
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 INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RMD scores higher overall (70/100 vs 70/100), backed by strong 27.5% margins and 11.0% revenue growth. SOLV offers better value entry with a 80.4% margin of safety. Both earn "Strong Buy" and "Strong 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 →Solventum Corp.
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Solventum Corporation, a healthcare company, engages in the developing, manufacturing, and commercializing a portfolio of solutions to address critical customer and patient needs. The company is headquartered in Saint Paul, Minnesota.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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