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Here's Why You Should Add ResMed (RMD) to Your Portfolio Now

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ResMed Inc. (RMD - Free Report) has been gaining investor confidence on consistently positive results. The stock has soared 47.3% over a year compared with the S&P 500’s 12.5% rise and its industry's 15% increase.

The company has a market cap of $14.7 billion. Its five-year historical growth rate is also favorable at 9.3% compared with the industry’s average of 6.9%.

Considering its solid prospects, this Zacks Rank #2 (Buy) stock is an attractive bet for investors at the moment.

Factors Acting in Favor

Let’s take a look at the possible growth propellers:

Solid Q3 Performance

ResMed exited the fiscal third quarter on a promising note with better-than-expected earnings and revenues. We encouragingly note that the company achieved solid double-digit revenue growth in the quarter, led by sales from Software-as-a-Service businesses as well as its new mask products and devices.

Expanding International Business

In the third quarter of fiscal 2018, revenues at the United States, Canada, and Latin American countries grew 7% year over year. While the same in Europe, Asia and other markets rose 16% year over year at CER. Growth was particularly strong in France and Japan across Europe and Asia on the back of the connected health solutions adoption including AirSense 10, AirCurve 10, AirView and myAir. Notably, the company of late received a reimbursement approval for mandibular repositioning devices in France. This should further accelerate the uptake of ResMed’s dental devices by 35%, which help treat sleep apnea.

 

Solid Three-Horizon Growth Strategy

ResMed has identified three growth horizons. In terms of progress in the first one, which focuses on ResMed’s core sleep apnea franchise, the company has been making an advanced technology combined with digital health and connected care solutions. 

The second horizon is dedicated to growth in the adjacent product and geographic markets including homecare ventilation for Chronic Obstructive Pulmonary Disease, Amyotrophic Lateral Sclerosis and other respiratory disorders. In this regard, the company also recently introduced its first self-branded portable oxygen concentrator named Mobi.  In the fiscal first quarter, the company re-launched the portable oxygen concentrator called Activox. It is also targeting growth in the emerging markets of China, India and Brazil.

The third growth horizon incorporates a portfolio of opportunities in new markets including clinical adjacencies such as atrial fibrillation, heart failure with preserved ejection fraction, asthma, chronic disease management as well as sleep health and wellness.

Focus on Product Development

In order to maintain its leadership position in the SDB (Sleep Disorder Breathing) market and drive sales, ResMed is concentrating on product development and innovation. Earlier, the company introduced the world's smallest CPAP (continious positive airway pressure) called AirMini. Since its launch in May, the AirMini is achieving an impressive early adoption in its product category of small, second-use, travel-friendly, cash-pay CPAP and APAP (automatic positive airway pressure) devices.

Per the company, it is well-placed for fiscal 2018 and will work on a pipeline of new products and connected care solutions for sleep apnea, COPD (chronic obstructive pulmonary disease), neuromuscular disease and other clinical adjacencies.

Other Key Picks

Other top-ranked stocks in the broader medical sector include Intuitive Surgical (ISRG - Free Report) , Illumina, Inc (ILMN - Free Report) and Amedisys, Inc. (AMED - Free Report) . While Intuitive Surgical and Illumina sport a Zacks Rank #1 (Strong Buy), Amedisys carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Intuitive Surgical has a projected long-term earnings growth rate of 12.1%.

Illumina expects long-term earnings growth of 20%.

Amedisys’ expected long-term earnings growth rate stands at 17.5%.

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