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 2026-07-10.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
TMO |
| Current Price |
$96.16 |
$464.61 |
| Fair Value Estimate |
$139.43 |
$498.27 |
| Upside to Fair Value |
+45.0%
|
+7.2%
|
| Market Cap |
$167.0B |
$172.7B |
| Forward P/E |
15.4x
|
25.2x
|
| EV / EBITDA |
10.8x
|
19.1x
|
| Price / Sales |
1.7x
|
3.8x
|
| Price / FCF |
23.5x
|
25.6x
|
| Revenue Growth YoY |
+6.5%
|
+6.2%
|
| Gross Margin |
37.2%
|
39.4%
|
| Operating Margin |
15.5%
|
17.8%
|
| Return on Equity |
10.3%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
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 |
DIS |
TMO |
| Zone Low |
$104.57 |
$373.70 |
| Zone High |
$118.52 |
$423.53 |
| In Buy Zone? |
Yes
|
No
|