Mulya.ai
Ticker
RMD
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?7.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.782
Beta (levered) ?0.797
Terminal OM% ?28.4%
Segment conc. ?88% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

RMD · ResMed Inc.

$200.292026-07-21
Sector: Healthcare; Industry: Medical - Devices; Sub-Industry: Health Care Equipment

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$282
+40.8% vs market
Base · active
$260
+29.9% vs market
Bear
$161
-19.6% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $161
Market $200
Base $260
Median $265
Bull $282
Market Price $200
Mulya.ai Base $260
Analysts Median $265
Mulya.ai IV range ($161 · $282)
Analysts Range ($225 · $314)
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
2024.Q3$4.2B28.0%19.0%$957MM−$139MM$818MM7.5%15.3%$6.3B$6.10
2025.Q2$4.7B10.9%29.4%18.6%$1.1B$127MM$1.2B8.7%17.8%$6.3B$6.94
2025.Q3$4.7B0.0%29.4%16.7%$1.1B$218MM$1.4B7.9%18.3%$6.2B$6.94
2026.Q2$5.1B9.8%34.2%18.3%$1.4B−$78MM$1.4B8.3%22.3%$6.7B$9.53
2026.Q3$5.5B7.6%35.8%20.2%$1.6B−$124MM$1.5B7.7%24.0%$6.5B$10.3314.9
italics below = DCF projection · 10yr Rev CAGR: 7.5%
2027.Q3$6.0B+8.4%34.3%20.1%$1.6B−$62MM$1.6B7.7%$1.5B25.2%$6.5B$10.7118.7
2028.Q3$6.4B+7.0%34.3%20.1%$1.8B−$62MM$1.7B7.8%$1.5B26.8%$6.6B$11.4617.5
2029.Q3$6.9B+7.5%34.3%20.1%$1.9B−$79MM$1.8B7.9%$1.4B28.5%$6.7B$12.3316.2
2030.Q3$7.6B+9.6%34.3%20.1%$2.1B−$122MM$2.0B8.0%$1.4B30.8%$6.8B$13.5214.8
2031.Q3$8.3B+10.0%34.3%20.1%$2.3B−$160MM$2.1B8.1%$1.5B33.2%$7.0B$14.8813.5
Term. Yr+$11.9B4.1%28.4%20.0%$2.7B−$469MM$2.2B8.6%$22.7B23.6%
Active scenario IV: $260 (+29.9% vs market)