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 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
DIS has more upside to fair value
(+66.6%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
TMO |
| Current Price |
$101.31 |
$462.60 |
| Fair Value Estimate |
$168.80 |
$509.20 |
| Upside to Fair Value |
+66.6%
|
+10.1%
|
| Market Cap |
$179.5B |
$171.9B |
| Forward P/E |
14.8x
|
25.1x
|
| EV / EBITDA |
11.4x
|
19.0x
|
| Price / Sales |
1.9x
|
3.8x
|
| Price / FCF |
25.4x
|
25.5x
|
| Revenue Growth YoY |
+5.2%
|
+6.2%
|
| Gross Margin |
37.3%
|
39.4%
|
| Operating Margin |
14.2%
|
17.8%
|
| Return on Equity |
11.3%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.93%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
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 q…
Accumulation Zones
| Metric |
DIS |
TMO |
| Zone Low |
$126.60 |
$381.90 |
| Zone High |
$143.48 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|