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 2026-06-20.
The Boeing Company · Industrials
$222.72
+45.0% upside to fair value
Grade C
VS
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
TMO trades at a lower forward P/E
(25.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
TMO |
| Current Price |
$222.72 |
$464.61 |
| Fair Value Estimate |
$322.94 |
$498.27 |
| Upside to Fair Value |
+45.0%
|
+7.2%
|
| Market Cap |
$175.6B |
$172.7B |
| Forward P/E |
92.0x
|
25.2x
|
| EV / EBITDA |
29.1x
|
19.1x
|
| Price / Sales |
1.9x
|
3.8x
|
| Price / FCF |
-168.7x
|
25.6x
|
| 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 |
—
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense manufacturer operating in commercial airplanes, defense, space, and global services segments. It benefits from a durable competitive moat as one of only two large commercial aircraft OEMs worldwide, supported by high barriers to entry such as certification complexity and extensive supply chains. Despite strong revenue growth of 14% and …
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
Accumulation Zones
| Metric |
BA |
TMO |
| Zone Low |
$242.20 |
$373.70 |
| Zone High |
$274.50 |
$423.53 |
| In Buy Zone? |
Yes
|
No
|