COMPARE · Reviewed July 12, 2026
HRMY vs RMD
Verdict: Side-by-side breakdown using the Bull Rankings model. HRMY scored 84.9, RMD scored 82.8 — HRMY leads.
Compare another set
HRMY
Harmony Biosciences Holdings, Inc.
84.9
$36.84 · $2.1B
Score gap
2.1
HRMY leads
RMD
ResMed Inc.
82.8
$203.87 · $29.6B
The model, pillar by pillar (0–100 each)
HRMY
stronger →← stronger
RMD
77
Qualityreturns · margins · balance sheet
90
100
Growthrevenue & earnings expansion
81
79
Valuevaluation vs sector peers
78
HRMY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HRMY
RMD
$342mC
FCF
$1.8bC+
+20.7%A-
Rev
+10.3%B
0.18B+
D/E
0.13B+
14.9xA-
P/E
19.6xA-
0.69A-
PEG
1.20B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
HRMY
RMD
75% below
Price vs fair valuelower is cheaper
17% below
~-18%/yr
Growth the price implies10-yr FCF · lower = less priced in
~2%/yr
+200%
1-yr DCF upside
+12%
+295%
5-yr DCF upside
+20%
+493%
10-yr DCF upside
+33%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HRMY
Why this score
- Durable high returns
RMD
Why this score
- Raising its dividend
- Durable high returns
The companies
HRMYHarmony Biosciences Holdings, Inc.
Why now
Biotechnology · market cap $2.1b. 10% off the 52-week high of $40.87. Revenue growing +21%, comfortably above the S&P median. PEG 0.69 — paying under fair value for the growth rate. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $44.91 (implying +22% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
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 $29.6b. Down 31% 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 $256.07 (implying +26% 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
Down 31% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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.