INTU vs TMO: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
INTU has more upside to fair value
(+37.7%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
TMO |
| Current Price |
$396.57 |
$462.60 |
| Fair Value Estimate |
$546.00 |
$509.20 |
| Upside to Fair Value |
+37.7%
|
+10.1%
|
| Market Cap |
$110.4B |
$171.9B |
| Forward P/E |
19.5x
|
25.1x
|
| EV / EBITDA |
19.0x
|
19.0x
|
| Price / Sales |
5.9x
|
3.8x
|
| Price / FCF |
18.1x
|
25.5x
|
| Revenue Growth YoY |
+15.6%
|
+6.2%
|
| Gross Margin |
80.8%
|
39.4%
|
| Operating Margin |
26.1%
|
17.8%
|
| Return on Equity |
19.6%
|
13.3%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
3.92%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
TMO |
| Zone Low |
$410.00 |
$381.90 |
| Zone High |
$464.00 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|