AVGO vs TMO: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Broadcom Inc. · Technology
$371.59
-49.9% upside to fair value
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
TMO has more upside to fair value
(+10.1%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
TMO |
| Current Price |
$371.59 |
$462.60 |
| Fair Value Estimate |
$186.35 |
$509.20 |
| Upside to Fair Value |
-49.9%
|
+10.1%
|
| Market Cap |
$1,761.8B |
$171.9B |
| Forward P/E |
70.7x
|
25.1x
|
| EV / EBITDA |
46.7x
|
19.0x
|
| Price / Sales |
25.9x
|
3.8x
|
| Price / FCF |
61.1x
|
25.5x
|
| Revenue Growth YoY |
+7.2%
|
+6.2%
|
| Gross Margin |
67.1%
|
39.4%
|
| Operating Margin |
40.9%
|
17.8%
|
| Return on Equity |
32.9%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.64%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a strong competitive moat driven by scale, diversification, and aggressive M&A under CEO Hock E. Tan. The company has demonstrated robust revenue growth, particularly in semiconductor solutions and infrastructure software segments, with a 25% year-over-year increase recently and a five-y…
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
AVGO |
TMO |
| Zone Low |
$139.76 |
$381.90 |
| Zone High |
$158.40 |
$432.82 |
| In Buy Zone? |
No
|
No
|