Verdict: Side-by-side breakdown using the Bull Rankings model. IRTC scored 31.3, RMD scored 75.9 — RMD leads.
Compare another set
IRTC
iRhythm Holdings, Inc.
Medical Devices · Quality-Growth
31.3
$106.70 · $3.5B
fundamentals as of
Score gap
44.6
RMD leads
RMD
ResMed Inc.
Medical Instruments & Supplies · Quality-Growth
75.9
$230.05 · $32.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthIRTC+26.2%
Strongest balance sheetRMD0.13
Highest qualityRMD90 / 100
Largest discount to fair valueRMD-7%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
IRTC
stronger →← stronger
RMD
22
Qualityreturns · margins · balance sheet
90
92
Growthrevenue & earnings expansion
72
15
Valuevaluation vs sector peers
68
RMD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
IRTC
RMD
$39mC-
FCF
$1.6bC+
+26.2%A-
Rev
+9.9%B
3.91D
D/E
0.13B+
4.3xB
P/S
—
—
PEG
1.32B
—
P/E
22.1xB+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
IRTC
RMD
432% above
Price vs fair valuelower is cheaper
7% below
>60%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~5%/yr
-85%
1-yr DCF upside
0%
-81%
5-yr DCF upside
+8%
-73%
10-yr DCF upside
+21%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
IRTC
Why this score
Diluting shareholders
RMD
Why this score
Raising its dividend
Durable high returns
The companies
IRTCiRhythm Holdings, Inc.
Medical Devices · $106.70 · beta 1.46
Why now
Medical Devices · market cap $3.5b. Down 50% from 52-week high of $212.00 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory. 14 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $173.93 (implying +63% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 3.91 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -1.7%) — path to GAAP profitability is the core thesis risk. Down 50% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
RMDResMed Inc.
Medical Instruments & Supplies · $230.05 · beta 0.75
Why now
Medical Instruments & Supplies · market cap $32.4b. 17% off the 52-week high of $277.67. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $250.22 (implying +9% 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% is above 15% — 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.
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.
Where IRTC and RMD diverge
On the headline score the gap is 44.6 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.
QualityIRTC 21.5 · RMD 90.2RMD +68.7
ValueIRTC 15.5 · RMD 67.6RMD +52.1
GrowthIRTC 91.8 · RMD 71.8IRTC +20.0
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is RMD or IRTC the better stock?
RMD scores higher: RMD 75.9, IRTC 31.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do RMD and IRTC differ most?
The widest gap is quality, where RMD leads by 69 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are RMD and IRTC scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.