Mulya.ai
Ticker
RMD
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?avg_lt_ttm
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?8.1%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.887
Beta (levered) ?0.906
Terminal OM% ?28.9%
Segment conc. ?88% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 17.8%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

RMD · ResMed Inc.

$224.092026-05-17
Sector: Healthcare; Industry: Medical - Instruments & Supplies; Sub-Industry: Health Care Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$226
+0.7% vs market
Base · active
$217
-3.2% vs market
Bear
$188
-15.9% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $188
Base $217
Market $224
Bull $226
Median $292
Market Price $224
Mulya.ai Base $217
Analysts Median $292
Mulya.ai IV range ($188 · $226)
Analysts Range ($265 · $345)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q2$3.2B30.1%45.0%$529MM−$258MM$270MM5.6%12.4%$4.3B$3.23
2023.Q2$3.6B11.9%29.7%19.0%$861MM−$1.8B−$917MM7.7%16.8%$6.0B$5.30
2024.Q2$4.2B18.0%28.5%18.9%$977MM−$242MM$734MM7.6%15.9%$6.3B$6.10
2025.Q2$4.7B10.9%30.0%18.6%$1.1B$97MM$1.2B8.7%18.2%$6.3B$6.94
2026.Q2$5.4B15.2%36.0%18.3%$1.6B−$116MM$1.5B8.3%24.6%$6.6B$10.1117.0
italics below = DCF projection · 10yr Rev CAGR: 8%
2027.Q2$5.9B+8.8%35.0%18.5%$1.7B−$599MM$1.1B8.1%$993MM24.1%$7.2B$10.7020.9
2028.Q2$6.3B+7.2%35.0%18.6%$1.8B−$550MM$1.2B8.2%$1.1B23.8%$7.8B$11.4419.6
2029.Q2$6.7B+7.3%35.0%18.8%$1.9B−$619MM$1.3B8.2%$1.0B23.6%$8.4B$12.2518.3
2030.Q2$7.4B+9.8%35.0%19.0%$2.1B−$933MM$1.2B8.3%$852MM23.7%$9.3B$13.4216.7
2031.Q2$8.3B+11.7%35.0%19.1%$2.3B−$1.3B$1.1B8.3%$728MM23.5%$10.6B$14.9615.0
Term. Yr+$12.2B4.1%28.9%20.0%$2.8B−$647MM$2.2B8.6%$21.6B17.8%
Active scenario IV: $217 (-3.2% vs market)