GE vs TMO: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Thermo Fisher Scientific Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
GE Aerospace ยท Industrials
$357.64
-25.9% upside to fair value
Grade D
High Quality
VS
Thermo Fisher Scientific Inc. ยท Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+7.2%).
TMO trades at a lower forward P/E
(25.2x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
GE |
TMO |
| Current Price |
$357.64 |
$464.61 |
| Fair Value Estimate |
$265.04 |
$498.27 |
| Upside to Fair Value |
-25.9%
|
+7.2%
|
| Market Cap |
$373.7B |
$172.7B |
| Forward P/E |
43.9x
|
25.2x
|
| EV / EBITDA |
31.8x
|
19.1x
|
| Price / Sales |
7.7x
|
3.8x
|
| Price / FCF |
50.1x
|
25.6x
|
| Revenue Growth YoY |
+24.7%
|
+6.2%
|
| Gross Margin |
34.8%
|
39.4%
|
| Operating Margin |
18.5%
|
17.8%
|
| Return on Equity |
46.4%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.0%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is a leading global aerospace and defense company specializing in jet engines and related services, with a top-two market position in jet engine franchises through its GE and CFM brands. The company benefits from a durable competitive moat driven by a large installed base representing 50 to 55 percent of narrow- and wide-body engines, strong aftermarket and intellectual property advaโฆ
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. โฆ
Accumulation Zones
| Metric |
GE |
TMO |
| Zone Low |
$198.78 |
$373.70 |
| Zone High |
$225.28 |
$423.53 |
| In Buy Zone? |
No
|
No
|