How Is ResMed's Stock Performance Compared to Other Healthcare Stocks?

Company Overview - ResMed Inc. is based in San Diego, California, and specializes in developing, manufacturing, distributing, and marketing medical devices and cloud-based software applications for respiratory disorders [1] - The company has a market capitalization of $39.6 billion and operates through two segments: Sleep and Breathing Health and Residential Care Software [1][2] Stock Performance - ResMed's stock reached a three-year high of $293.81 on August 22 and is currently trading 8.1% below that peak [3] - Over the past three months, RMD has gained 7.1%, outperforming the Health Care Select Sector SPDR Fund (XLV), which saw a marginal increase of 0.95% [3] - In 2025, RMD stock prices surged 18.1%, and over the past 52 weeks, they increased by 7.8%, while XLV experienced a slight uptick of 0.39% year-to-date and a decline of 11.4% over the past year [4] Financial Performance - Following the release of its Q4 results on July 31, ResMed's stock prices rose by 2.7% [5] - The company reported net revenues of $1.35 billion for the quarter, reflecting a year-over-year growth of 10.2%, surpassing Street expectations by 1.9% [5] - Non-GAAP EPS increased by 22.6% year-over-year to $2.55, exceeding consensus estimates by 3.7% [5] Competitive Position - ResMed has significantly outperformed its peer, Becton, Dickinson and Company (BDX), which saw a decline of 17.6% in 2025 and a 20.7% drop over the past 52 weeks [6] - The stock has a consensus "Moderate Buy" rating among 18 analysts, with a mean price target of $289.25, indicating a 7.1% upside potential from current price levels [6]