GOOG vs TMO: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
TMO |
| Current Price |
$334.98 |
$658.32 |
| Fair Value Estimate |
$387.82 |
$863.34 |
| Upside to Fair Value |
+15.8%
|
+31.1%
|
| Market Cap |
$4,065.3B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
25.9x
|
| Price / Sales |
9.1x
|
5.3x
|
| Price / FCF |
76.4x
|
33.4x
|
| Revenue Growth YoY |
+24.2%
|
+10.5%
|
| Gross Margin |
60.9%
|
40.4%
|
| Operating Margin |
33.1%
|
17.7%
|
| Return on Equity |
50.8%
|
13.4%
|
| Dividend Yield |
0.26% |
0.28% |
| FCF Yield |
1.31%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
TMO |
| Zone Low |
$290.87 |
$647.50 |
| Zone High |
$329.65 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|