COMPARE · Reviewed July 17, 2026
RMD vs VEEV
Verdict: Side-by-side breakdown using the Bull Rankings model. RMD scored 83.2, VEEV scored 82.4 — RMD leads.
Compare another set
RMD
ResMed Inc.
83.2
$198.99 · $28.9B
Score gap
0.8
RMD leads
VEEV
Veeva Systems Inc.
82.4
$195.38 · $31.7B
The model, pillar by pillar (0–100 each)
RMD
stronger →← stronger
VEEV
90
Qualityreturns · margins · balance sheet
77
81
Growthrevenue & earnings expansion
94
79
Valuevaluation vs sector peers
77
RMD is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
RMD
VEEV
$1.8bC+
FCF
$1.7bC+
+10.3%B
Rev
+16.2%B+
0.13B+
D/E
0.01A-
19.2xA-
P/E
34.6xC+
1.13B+
PEG
0.87B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
RMD
VEEV
19% below
Price vs fair valuelower is cheaper
4% above
~1%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
+15%
1-yr DCF upside
-13%
+23%
5-yr DCF upside
-4%
+38%
10-yr DCF upside
+11%
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
VEEV
No notable signals flagged.
The companies
RMDResMed Inc.
Why now
Medical Instruments & Supplies · market cap $28.9b. Down 32% 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 $252.20 (implying +27% 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 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
VEEVVeeva Systems Inc.
Why now
Health Information Services · market cap $31.7b. Down 37% from 52-week high of $310.50 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median. PEG 0.87 — paying under fair value for the growth rate. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $244.59 (implying +25% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 177% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.