BA vs TMO: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Thermo Fisher Scientific Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
The Boeing Company ยท Industrials
$231.28
+82.7% upside to fair value
Grade C
VS
Thermo Fisher Scientific Inc. ยท Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
BA has more upside to fair value (+82.7%). TMO trades at a lower forward P/E (25.1x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric BA TMO
Current Price $231.28 $462.60
Fair Value Estimate $422.56 $509.20
Upside to Fair Value +82.7% +10.1%
Market Cap $181.8B $171.9B
Forward P/E 83.4x 25.1x
EV / EBITDA 30.8x 19.0x
Price / Sales 2.0x 3.8x
Price / FCF 776.7x 25.5x
Revenue Growth YoY +14.0% +6.2%
Gross Margin 4.8% 39.4%
Operating Margin -5.9% 17.8%
Return on Equity -8723.1% 13.3%
Dividend Yield 0% 0%
FCF Yield 0.13% 3.92%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA โ€” The Boeing Company
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company โ€ฆ
TMO โ€” Thermo Fisher Scientific Inc.
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 qโ€ฆ
Accumulation Zones
Metric BA TMO
Zone Low $316.92 $381.90
Zone High $359.18 $432.82
In Buy Zone? Yes No
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