HD vs TMO: Which Is the Better Buy?

Side-by-side comparison of The Home Depot, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% 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
HD has more upside to fair value (+44.2%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric HD TMO
Current Price $292.18 $658.32
Fair Value Estimate $421.26 $863.34
Upside to Fair Value +44.2% +31.1%
Market Cap $291.3B $244.7B
Forward P/E — —
EV / EBITDA 14.7x 25.9x
Price / Sales 1.7x 5.3x
Price / FCF 19.2x 33.4x
Revenue Growth YoY +5.7% +10.5%
Gross Margin 33.2% 40.4%
Operating Margin 12.4% 17.7%
Return on Equity 102.7% 13.4%
Dividend Yield 3.18% 0.28%
FCF Yield 5.2% 3.0%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
HD — The Home Depot, Inc.
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
TMO — Thermo Fisher Scientific Inc.
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 HD TMO
Zone Low $315.94 $647.50
Zone High $358.07 $733.84
In Buy Zone? Yes Yes
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