DIS vs TMO: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
TMO |
| Current Price |
$103.49 |
$658.32 |
| Fair Value Estimate |
$136.94 |
$863.34 |
| Upside to Fair Value |
+32.3%
|
+31.1%
|
| Market Cap |
$179.7B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
25.9x
|
| Price / Sales |
1.8x
|
5.3x
|
| Price / FCF |
21.7x
|
33.4x
|
| Revenue Growth YoY |
+6.8%
|
+10.5%
|
| Gross Margin |
37.6%
|
40.4%
|
| Operating Margin |
16.0%
|
17.7%
|
| Return on Equity |
7.9%
|
13.4%
|
| Dividend Yield |
1.45% |
0.28% |
| FCF Yield |
4.61%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
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 |
DIS |
TMO |
| Zone Low |
$102.70 |
$647.50 |
| Zone High |
$116.40 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|