BA vs TMO: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
TMO |
| Current Price |
$201.15 |
$658.32 |
| Fair Value Estimate |
$265.00 |
$863.34 |
| Upside to Fair Value |
+31.7%
|
+31.1%
|
| Market Cap |
$159.0B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
25.9x
|
| Price / Sales |
1.7x
|
5.3x
|
| Price / FCF |
—
|
33.4x
|
| Revenue Growth YoY |
+8.0%
|
+10.5%
|
| Gross Margin |
4.7%
|
40.4%
|
| Operating Margin |
-5.4%
|
17.7%
|
| Return on Equity |
104.8%
|
13.4%
|
| Dividend Yield |
0% |
0.28% |
| FCF Yield |
—
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
BA |
TMO |
| Zone Low |
$198.75 |
$647.50 |
| Zone High |
$225.25 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|