NFLX vs TMO: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% 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
NFLX has more upside to fair value
(+95.7%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
TMO |
| Current Price |
$91.02 |
$462.60 |
| Fair Value Estimate |
$178.10 |
$509.20 |
| Upside to Fair Value |
+95.7%
|
+10.1%
|
| Market Cap |
$383.3B |
$171.9B |
| Forward P/E |
28.7x
|
25.1x
|
| EV / EBITDA |
11.4x
|
19.0x
|
| Price / Sales |
8.2x
|
3.8x
|
| Price / FCF |
32.2x
|
25.5x
|
| Revenue Growth YoY |
+16.2%
|
+6.2%
|
| Gross Margin |
49.0%
|
39.4%
|
| Operating Margin |
29.7%
|
17.8%
|
| Return on Equity |
49.2%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.1%
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
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 |
NFLX |
TMO |
| Zone Low |
$133.57 |
$381.90 |
| Zone High |
$151.38 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|