← Top Holdings

RSMDFRESMED INC

CUSIP: 761152107

2

Guru Owners

$60.4M

Total Value Held

269,242

Total Shares

$51.6M
1.89%
$8.8M
0.04%

📊 Fundamentals

Market Cap$24.3B
P/E Ratio16.1x
Near market avg
Forward P/E40.8x
P/FCF16.8x
EPS (TTM)$1.04
Revenue (TTM)$5.5B
Profit Margin27.44%
Div Yield1.44%
Beta0.78

52-Week Range

$11.85
$28.25

Current: $16.72

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 16.1x trailing earnings → 40.8x forward · 27.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$34.6M$69.2M$103.8M$138.4MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '262 owners · $60.4M
REDUCEDFrancois Rochon$51.6M
INCREASEDRay Dalio$8.8M
Q4 '252 owners · $64.6M
REDUCEDFrancois Rochon$56.7M
INCREASEDRay Dalio$7.9M
Q3 '252 owners · $73.2M
NEWFrancois Rochon$64.4M
REDUCEDRay Dalio$8.8M
Q2 '251 owners · $1.4M
INCREASEDRay Dalio$1.4M
Q1 '251 owners · $26.7M
REDUCEDRay Dalio$26.7M
Q4 '241 owners · $20.0M
REDUCEDRay Dalio$20.0M
SOLDPhilippe Laffont

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
8%analyst est. 7.8%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
26.1%current: 26.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data