Resmed Inc vs Solventum Corp

Resmed Inc (RMD) is slightly undervalued and Solventum Corp (SOLV) is overvalued.

Against our estimates of intrinsic value, RMD trades at the wider discount: a margin of safety of +7%, against -73% for SOLV.

Values as of the 22 Sept 2026 close.

Resmed Inc (RMD)

Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $239.56; the price of $221.97 is 7% below that value, and 76% of that value comes from beyond year five.

Leak Score 75/100 on 10 of 12 signals

Solventum Corp (SOLV)

Discounting its cash flows at 8.0% (average of 3 methods) values the shares at $51.30; the price of $88.75 is 73% above that value, and 79% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricRMDSOLV
VerdictSlightly undervaluedOvervalued
Price$221.97$88.75
Intrinsic value$239.56$51.30
Margin of safety+7%-73%
Leak Score75/100 (10/12)59/100 (3/12)
Market cap$32.0B$15.1B
Revenue growth, 5 years12.1%0.5%
Operating margin34.0%8.5%
Net margin26.9%17.3%
Return on equity24.3%34.0%
Debt to equity0.131.10
P/E21.3x10.8x
Forward P/E16.7x12.1x
P/B4.9x3.1x
Dividend yield1.2%

All stocks in Medical Instruments & Supplies