ResMed Inc. vs iShares Semiconductor ETF — how do they compare? ResMed Inc. trades at $219.5 (market cap $31.73B), while iShares Semiconductor ETF trades at $527. The key difference: ResMed Inc. pays a 1.2% dividend while iShares Semiconductor ETF pays none, and iShares Semiconductor ETF is trading nearer its 52-week high, ResMed Inc. nearer its low. Which is the better fit depends on your goals.
| RMD | SOXX | |
|---|---|---|
Market Cap | $31.73B | — |
Sector | Health | Sector/Thematic |
52-Week High | $283.28 | $655.01 |
52-Week Low | $182.82 | $253.45 |
Enterprise Value | $31.08B | — |
Dividend Yield | 1.2% | — |
Signals from Pluang's Aura AI — not financial advice
ResMed (RMD) trades at $221.05, down 3.2% on the day, with a bearish technical signal and key support at $218. The company reported strong Q4 2026 results, beating EPS estimates at $2.95, and maintains robust profitability with a 26.94% net income margin. Revenue growth remains solid, reaching $5.15B in 2025, though weak 2027 sales guidance has pressured the stock. A dividend of $0.66 is scheduled for payment in September 2026.
Outlook is mixed: strong fundamentals and a consensus price target of $235.70 suggest upside, but bearish technicals and investor lawsuits pose near-term risks. The stock offers value with a P/E of 21.19, yet competitive and regulatory challenges require monitoring for sustained growth.
SOXX, the iShares Semiconductor ETF, trades at $528.40, up 1.64% on the day, reflecting strong momentum driven by AI infrastructure demand. The technical outlook is bullish, with moving averages supporting an uptrend and key resistance at $533. Recent news highlights surging power demand in South Korea linked to chipmaker expansions and AI data centers, underscoring sector growth catalysts. A 1:3 stock split is scheduled for November 2026, potentially enhancing accessibility.
The ETF's outlook remains positive, fueled by robust AI-driven semiconductor demand and institutional inflows, though risks include potential tariff hikes and market volatility. Analysts are broadly optimistic, citing diversified exposure to top performers like Nvidia and AMD. Investors should weigh near-term overcrowding risks against long-term structural growth in AI and memory markets.
Trailing returns across standard periods
Latest headlines on both assets
ResMed is one of the largest respiratory care device companies globally, primarily developing and supplying flow generators, masks and accessories for the treatment of sleep apnea. Increasing diagnosis of sleep apnea combined with ageing populations and increasing prevalence of obesity is resulting in a structurally growing market. The company earns roughly two thirds of its revenue in the Americas and the balance across other regions dominated by Europe, Japan and Australia. Recent developments and acquisitions have focused on digital health as ResMed is aiming to differentiate itself through the provision of clinical data for use by the patient, medical care advisor and payer in the out-of-hospital setting.
Read more on RMD →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →