COMPARE · Reviewed July 29, 2026
DXCM vs RMD
Verdict: Side-by-side breakdown using the Bull Rankings model. DXCM scored 81.6, RMD scored 83.0 — RMD leads.
Compare another set
DXCM
DexCom, Inc.
81.6
$75.14 · $29.0B
fundamentals as of
Score gap
1.4
RMD leads
RMD
ResMed Inc.
83
$214.29 · $31.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
DXCM
stronger →← stronger
RMD
88
Qualityreturns · margins · balance sheet
90
96
Growthrevenue & earnings expansion
81
65
Valuevaluation vs sector peers
79
RMD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DXCM
RMD
$1.4bC+
FCF
$1.8bC+
+16.1%B+
Rev
+10.3%B
0.47B
D/E
0.13B+
32.2xB
P/E
20.7xB+
1.37B
PEG
1.21B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DXCM
RMD
33% above
Price vs fair valuelower is cheaper
13% below
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
-38%
1-yr DCF upside
+6%
-25%
5-yr DCF upside
+14%
-2%
10-yr DCF upside
+27%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DXCM
Why this score
- Durable high returns
RMD
Why this score
- Raising its dividend
- Durable high returns
The companies
DXCMDexCom, Inc.
Why now
Medical Devices · market cap $29.0b. 16% off the 52-week high of $89.98. Revenue growing +16%, comfortably above the S&P median. 25 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $86.16 (implying +15% upside).
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 154% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 1.45 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
RMDResMed Inc.
Why now
Medical Instruments & Supplies · market cap $31.1b. Down 27% from 52-week high of $293.81 — deep drawdown territory. Revenue growing +10%, comfortably above the S&P median. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $248.60 (implying +16% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 23% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 115% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.