MSFT vs TMO: Which Is the Better Buy?
Side-by-side comparison of Microsoft Corporation and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Microsoft Corporation · Technology
$429.25
+23.0% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
MSFT has more upside to fair value
(+23.0%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
TMO |
| Current Price |
$429.25 |
$462.60 |
| Fair Value Estimate |
$527.78 |
$509.20 |
| Upside to Fair Value |
+23.0%
|
+10.1%
|
| Market Cap |
$3,187.4B |
$171.9B |
| Forward P/E |
26.8x
|
25.1x
|
| EV / EBITDA |
17.2x
|
19.0x
|
| Price / Sales |
10.4x
|
3.8x
|
| Price / FCF |
41.2x
|
25.5x
|
| Revenue Growth YoY |
+16.7%
|
+6.2%
|
| Gross Margin |
68.6%
|
39.4%
|
| Operating Margin |
46.7%
|
17.8%
|
| Return on Equity |
33.6%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.43%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
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 |
MSFT |
TMO |
| Zone Low |
$395.83 |
$381.90 |
| Zone High |
$448.61 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|