MAR vs TMO: Which Is the Better Buy?
Side-by-side comparison of Marriott International, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-20.
Marriott International, Inc. · Consumer Cyclical
$366.24
-3.4% upside to fair value
Med Conviction
Grade C
VS
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+7.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MAR |
TMO |
| Current Price |
$366.24 |
$464.61 |
| Fair Value Estimate |
$353.64 |
$498.27 |
| Upside to Fair Value |
-3.4%
|
+7.2%
|
| Market Cap |
$96.6B |
$172.7B |
| Forward P/E |
—
|
25.2x
|
| EV / EBITDA |
23.8x
|
19.1x
|
| Price / Sales |
3.7x
|
3.8x
|
| Price / FCF |
31.6x
|
25.6x
|
| Revenue Growth YoY |
+6.2%
|
+6.2%
|
| Gross Margin |
21.4%
|
39.4%
|
| Operating Margin |
16.0%
|
17.8%
|
| Return on Equity |
-74.1%
|
13.3%
|
| Dividend Yield |
0.75% |
0% |
| FCF Yield |
3.17%
|
3.91%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Marriott International is a global asset-light hotel franchisor, manager and licensor whose high-quality brands, nearly 283 million Bonvoy members, more than 9,900 properties across 146 countries and record 4,107-property development pipeline create meaningful network, distribution and brand advantages. Q1 2026 demonstrated resilient underlying fee economics: adjusted revenue excluding cost-reimb…
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
Accumulation Zones
| Metric |
MAR |
TMO |
| Zone Low |
$265.23 |
$373.70 |
| Zone High |
$300.59 |
$423.53 |
| In Buy Zone? |
No
|
No
|