GOOGL 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 2026-05-04.
Alphabet Inc. · Communication Services
$341.68
+23.3% upside to fair value
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
GOOGL has more upside to fair value
(+23.3%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
TMO |
| Current Price |
$341.68 |
$462.60 |
| Fair Value Estimate |
$421.22 |
$509.20 |
| Upside to Fair Value |
+23.3%
|
+10.1%
|
| Market Cap |
$4,133.3B |
$171.9B |
| Forward P/E |
31.2x
|
25.1x
|
| EV / EBITDA |
23.1x
|
19.0x
|
| Price / Sales |
10.3x
|
3.8x
|
| Price / FCF |
56.4x
|
25.5x
|
| Revenue Growth YoY |
+18.1%
|
+6.2%
|
| Gross Margin |
59.7%
|
39.4%
|
| Operating Margin |
32.0%
|
17.8%
|
| Return on Equity |
35.0%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
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 |
GOOGL |
TMO |
| Zone Low |
$315.92 |
$381.90 |
| Zone High |
$358.04 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|