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 2026-09-18.
Microsoft Corporation · Technology
$497.12
+41.3% upside to fair value
High 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
MSFT has more upside to fair value
(+41.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
MSFT |
TMO |
| Current Price |
$497.12 |
$658.32 |
| Fair Value Estimate |
$702.35 |
$863.34 |
| Upside to Fair Value |
+41.3%
|
+31.1%
|
| Market Cap |
$3,691.4B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
18.3x
|
25.9x
|
| Price / Sales |
11.1x
|
5.3x
|
| Price / FCF |
55.1x
|
33.4x
|
| Revenue Growth YoY |
+17.7%
|
+10.5%
|
| Gross Margin |
67.9%
|
40.4%
|
| Operating Margin |
46.8%
|
17.7%
|
| Return on Equity |
33.2%
|
13.4%
|
| Dividend Yield |
0.73% |
0.28% |
| FCF Yield |
1.81%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Microsoft is a global infrastructure-software platform spanning Azure, Microsoft 365, security, Dynamics, Windows, GitHub and AI copilots, with high business quality supported by enterprise distribution, explicitly cited switching costs, a $678 billion commercial RPO balance, 67.9% TTM gross margin, 46.8% TTM operating margin, 40.3% TTM net margin and 33.2% ROE. Revenue grew 17.7% and earnings gr…
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 |
MSFT |
TMO |
| Zone Low |
$526.76 |
$647.50 |
| Zone High |
$597.00 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|