COMPARE · Data as of August 21, 2026
DXCM vs RMD
Verdict: Side-by-side breakdown using the Bull Rankings model. DXCM scored 77.5, RMD scored 81.0 — RMD leads.
Compare another set
DXCM
DexCom, Inc.
77.5
$92.34 · $34.8B
fundamentals as of
Score gap
3.5
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
- CheapestRMD22.2x
- Fastest growthDXCM+15.5%
- Strongest balance sheetRMD0.13
- Highest qualityDXCM91 / 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)
DXCM
stronger →← stronger
RMD
91
Qualityreturns · margins · balance sheet
90
89
Growthrevenue & earnings expansion
82
58
Valuevaluation vs sector peers
72
DXCM and RMD split the three pillars evenly.
Fundamentals, head-to-head
DXCM
RMD
$1.4bC+
FCF
$1.6bC+
+15.5%B+
Rev
+9.9%B
0.53B
D/E
0.13B+
36.5xC+
P/E
22.2xB+
1.70C+
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
DXCM
RMD
64% above
Price vs fair valuelower is cheaper
4% below
~24%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
-49%
1-yr DCF upside
-4%
-39%
5-yr DCF upside
+5%
-22%
10-yr DCF upside
+18%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DXCM
Why this score
- Buying back stock
- Durable high returns
RMD
Why this score
- Raising its dividend
- Durable high returns
The companies
DXCMDexCom, Inc.
Why now
Medical Devices · market cap $34.8b. Trading near 52-week high of $92.56 — momentum setup, limited technical margin of safety. 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 $94.12 (implying +2% upside).
Moat
Net margin 20% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 38% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 141% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.41 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 36x 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 $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
RMD leads DXCM by 3.6 points (81.3 to 77.7), its sharpest advantage coming in P/E (grade B+). A contrarian could still prefer DXCM for its stronger Rev (grade B+). All screen as growth-type names but sit in different sectors (Medical Devices 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 DXCM and RMD diverge
On the headline score the gap is 3.5 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.
- ValueDXCM 57.6 · RMD 72.1RMD +14.5
- GrowthDXCM 89.5 · RMD 81.6DXCM +7.9
- QualityDXCM 90.6 · RMD 90.3level
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.