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
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 โฆ
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 qโฆ
Accumulation Zones
| Metric |
BA |
TMO |
| Zone Low |
$316.92 |
$381.90 |
| Zone High |
$359.18 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|