COMPARE · Data as of August 21, 2026
RMD vs SHC
Verdict: Side-by-side breakdown using the Bull Rankings model. RMD scored 81.0, SHC scored 68.4 — RMD leads.
Compare another set
RMD
ResMed Inc.
81
$231.52 · $33.4B
fundamentals as of
Score gap
12.6
RMD leads
SHC
Sotera Health Company
68.4
$19.57 · $5.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestRMD22.2x
- Fastest growthRMD+9.9%
- 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)
RMD
stronger →← stronger
SHC
90
Qualityreturns · margins · balance sheet
62
82
Growthrevenue & earnings expansion
77
72
Valuevaluation vs sector peers
68
RMD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
RMD
SHC
$1.6bC+
FCF
$113mC
+9.9%B
Rev
+8.1%B
0.13B+
D/E
3.41D
22.2xB+
P/E
34.3xC+
1.34B
PEG
1.31B
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
RMD
SHC
4% below
Price vs fair valuelower is cheaper
374% above
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~51%/yr
-4%
1-yr DCF upside
-80%
+5%
5-yr DCF upside
-79%
+18%
10-yr DCF upside
-77%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
RMD
Why this score
- Raising its dividend
- Durable high returns
SHC
No notable signals flagged.
The companies
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.
SHCSotera Health Company
Why now
Diagnostics & Research · market cap $5.6b. Trading near 52-week high of $19.85 — momentum setup, limited technical margin of safety. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $22.72 (implying +16% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 25% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
D/E 3.41 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.77 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 RMD and SHC diverge
On the headline score the gap is 12.6 points in favor of RMD. The widest single difference is Quality, where RMD leads by 28.3 points.
- QualityRMD 90.3 · SHC 62.0RMD +28.3
- GrowthRMD 81.6 · SHC 76.5RMD +5.1
- ValueRMD 72.1 · SHC 67.5RMD +4.6
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.