MA vs TMO: Which Is the Better Buy?

Side-by-side comparison of Mastercard Incorporated and Thermo Fisher Scientific Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
Mastercard Incorporated Β· Financial Services
$521.30
+95.4% upside to fair value
Grade B High Quality
VS
Thermo Fisher Scientific Inc. Β· Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
MA has more upside to fair value (+95.4%). TMO trades at a lower forward P/E (25.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric MA TMO
Current Price $521.30 $462.60
Fair Value Estimate $1,018.59 $509.20
Upside to Fair Value +95.4% +10.1%
Market Cap $465.2B $171.9B
Forward P/E 31.2x 25.1x
EV / EBITDA 23.4x 19.0x
Price / Sales 14.2x 3.8x
Price / FCF 27.2x 25.5x
Revenue Growth YoY +17.6% +6.2%
Gross Margin 83.4% 39.4%
Operating Margin 59.2% 17.8%
Return on Equity 198.4% 13.3%
Dividend Yield 0% 0%
FCF Yield 3.67% 3.92%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
MA β€” Mastercard Incorporated
Mastercard Incorporated operates a leading global payments network and value-added services platform, benefiting from strong secular growth in digital payments and cybersecurity. The company exhibits high business quality with a durable competitive moat supported by network effects, brand strength, and intangible assets. It has demonstrated robust earnings growth with a 21.5% increase in the most…
TMO β€” Thermo Fisher Scientific Inc.
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 MA TMO
Zone Low $763.94 $381.90
Zone High $865.80 $432.82
In Buy Zone? Yes No
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