COMPARE · Data as of August 21, 2026
PAHC vs RMD
Verdict: Side-by-side breakdown using the Bull Rankings model. PAHC scored 72.1, RMD scored 81.0 — RMD leads.
Compare another set
PAHC
Phibro Animal Health Corp
72.1
$36.32 · $1.5B
Score gap
8.9
RMD leads
RMD
ResMed Inc.
81
$231.52 · $33.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPAHC14.5x
- Fastest growthPAHC+26.0%
- Strongest balance sheetRMD0.13
- Highest qualityRMD90 / 100
- Largest discount to fair valueRMD-4%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
PAHC
stronger →← stronger
RMD
61
Qualityreturns · margins · balance sheet
90
86
Growthrevenue & earnings expansion
82
71
Valuevaluation vs sector peers
72
RMD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PAHC
RMD
$13mC-
FCF
$1.6bC+
+26.0%A-
Rev
+9.9%B
2.52D+
D/E
0.13B+
14.5xB+
P/E
22.2xB+
—
PEG
1.34B
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
PAHC
RMD
391% above
Price vs fair valuelower is cheaper
4% below
~59%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
-85%
1-yr DCF upside
-4%
-80%
5-yr DCF upside
+5%
-70%
10-yr DCF upside
+18%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PAHC
No notable signals flagged.
RMD
Why this score
- Raising its dividend
- Durable high returns
The companies
PAHCPhibro Animal Health Corp
Why now
Pharmaceuticals · market cap $1.5b. Down 40% from 52-week high of $60.08 — deep drawdown territory. Revenue growing +26% — in hypergrowth territory.
Moat
ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. 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
D/E 2.52 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 40% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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 $33.4b. Down 21% from 52-week high of $293.58 — deep drawdown territory. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $245.50 (implying +6% 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
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 PAHC and RMD diverge
On the headline score the gap is 8.9 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.
- QualityPAHC 61.3 · RMD 90.3RMD +29.0
- GrowthPAHC 85.6 · RMD 81.6PAHC +4.0
- ValuePAHC 71.4 · RMD 72.1level
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.