COMPARE · Data as of August 14, 2026
HALO vs RMD
Verdict: Side-by-side breakdown using the Bull Rankings model. HALO scored 80.7, RMD scored 82.2 — RMD leads.
Compare another set
HALO
Halozyme Therapeutics, Inc.
80.7
$98.66 · $11.2B
fundamentals as of
Score gap
1.5
RMD leads
RMD
ResMed Inc.
82.2
$224.46 · $32.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
HALO
stronger →← stronger
RMD
96
Qualityreturns · margins · balance sheet
90
97
Growthrevenue & earnings expansion
82
57
Valuevaluation vs sector peers
76
HALO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HALO
RMD
$806mC+
FCF
$1.6bC+
+41.2%A
Rev
+9.9%B
—
D/E
0.13B+
28.9xB
P/E
21.5xB+
1.37B
PEG
1.32B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
HALO
RMD
44% below
Price vs fair valuelower is cheaper
7% below
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
+42%
1-yr DCF upside
-1%
+78%
5-yr DCF upside
+8%
+151%
10-yr DCF upside
+22%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HALO
Why this score
- Buying back stock
- Durable high returns
RMD
Why this score
- Raising its dividend
- Durable high returns
The companies
HALOHalozyme Therapeutics, Inc.
Why now
Biotechnology · market cap $11.2b. 6% off the 52-week high of $104.78. Revenue growing +41% — in hypergrowth territory. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $99.56 (implying +1% upside).
Moat
Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. FCF converts 195% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. Pharma moat is patent runway + pipeline depth — a single approved molecule funds the next generation of bets. Late-stage trials carry binary readouts that swing valuation 30%+.
Risk
Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
RMDResMed Inc.
Why now
Medical Instruments & Supplies · market cap $32.6b. Down 24% from 52-week high of $293.81 — deep drawdown territory. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $247.20 (implying +10% 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 108% 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
RMD leads HALO by 1.5 points (82.2 to 80.7), its sharpest advantage coming in P/E (grade B+). A contrarian could still prefer HALO, which trades about 44% below our DCF fair value — a margin of safety the score doesn't reward. All screen as growth-type names but sit in different sectors (Biotechnology versus Medical Instruments & Supplies), so their grades are relative to different peer sets.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where HALO and RMD diverge
On the headline score the gap is 1.5 points in favor of RMD. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueHALO 56.7 · RMD 75.8RMD +19.1
- GrowthHALO 97.0 · RMD 81.6HALO +15.4
- QualityHALO 95.7 · RMD 89.7HALO +6.0
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.