MA vs TMO: Which Is the Better Buy?
Side-by-side comparison of Mastercard Incorporated and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
Mastercard Incorporated · Financial Services
$574.42
+25.0% upside to fair value
Med Conviction
Grade A-
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.
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Valuation & Fundamentals
| Metric |
MA |
TMO |
| Current Price |
$574.42 |
$658.32 |
| Fair Value Estimate |
$718.00 |
$863.34 |
| Upside to Fair Value |
+25.0%
|
+31.1%
|
| Market Cap |
$503.8B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
25.9x
|
| Price / Sales |
14.4x
|
5.3x
|
| Price / FCF |
30.8x
|
33.4x
|
| Revenue Growth YoY |
+14.1%
|
+10.5%
|
| Gross Margin |
100%
|
40.4%
|
| Operating Margin |
59.8%
|
17.7%
|
| Return on Equity |
232.5%
|
13.4%
|
| Dividend Yield |
0.59% |
0.28% |
| FCF Yield |
3.25%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Mastercard operates a global payments network that connects issuers, acquirers, merchants and consumers across more than 200 countries and territories, monetizing payment volumes, cross-border activity and higher-growth value-added services. Business quality is high because its two-sided network, trusted authorization-clearing-settlement infrastructure, brand, security capabilities and broad acce…
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 |
MA |
TMO |
| Zone Low |
$538.50 |
$647.50 |
| Zone High |
$610.30 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|