09/19/2024, 12:45 PM UTC
ResMed：持续收购带来的增长与安全边际ResMed: Growing Returns With Continuous Acquisitions Led To A Margin Of Safety
1、ResMed过去9年通过持续收购和运营效率提升实现了两位数的收入和利润增长；2、公司的资本效率显示出混合结果，毛利率和资产周转率有所改善，但现金转换周期更长；3、公司财务状况良好，如果明年再进行一次重大收购，则存在安全边际。1. ResMed has achieved double-digit revenue and profit growth over the past 9 years due to continuous acquisitions and improved operational efficiencies; 2. The company's capital efficiency showed mixed results with improvements in gross profitability and asset turnover, but a longer cash conversion cycle; 3. The company is financially sound, and there is a margin of safety if another major acquisition is assumed next year.
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