NKE vs TMO: Which Is the Better Buy?
Side-by-side comparison of NIKE, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NKE |
TMO |
| Current Price |
$35.78 |
$658.32 |
| Fair Value Estimate |
$39.33 |
$863.34 |
| Upside to Fair Value |
+9.9%
|
+31.1%
|
| Market Cap |
$53.0B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.0x
|
25.9x
|
| Price / Sales |
1.1x
|
5.3x
|
| Price / FCF |
24.3x
|
33.4x
|
| Revenue Growth YoY |
-1.1%
|
+10.5%
|
| Gross Margin |
42.9%
|
40.4%
|
| Operating Margin |
8.2%
|
17.7%
|
| Return on Equity |
22.0%
|
13.4%
|
| Dividend Yield |
4.58% |
0.28% |
| FCF Yield |
4.12%
|
3.0%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
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 |
NKE |
TMO |
| Zone Low |
$29.50 |
$647.50 |
| Zone High |
$33.43 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|