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 2026-07-16.
GE Aerospace ยท Industrials
$360.35
-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 |
$360.35 |
$464.61 |
| Fair Value Estimate |
$267.03 |
$498.27 |
| Upside to Fair Value |
-25.9%
|
+7.2%
|
| Market Cap |
$376.5B |
$172.7B |
| Forward P/E |
42.3x
|
25.2x
|
| EV / EBITDA |
33.4x
|
19.1x
|
| Price / Sales |
7.8x
|
3.8x
|
| Price / FCF |
50.5x
|
25.6x
|
| Revenue Growth YoY |
+21.1%
|
+6.2%
|
| Gross Margin |
36.1%
|
39.4%
|
| Operating Margin |
21.0%
|
17.8%
|
| Return on Equity |
46.2%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, opeโฆ
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 |
$200.27 |
$373.70 |
| Zone High |
$226.98 |
$423.53 |
| In Buy Zone? |
No
|
No
|