NVDA vs TMO: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NVDA |
TMO |
| Current Price |
$225.07 |
$658.32 |
| Fair Value Estimate |
$326.35 |
$863.34 |
| Upside to Fair Value |
+45.0%
|
+31.1%
|
| Market Cap |
$5,451.4B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
23.4x
|
25.9x
|
| Price / Sales |
18.0x
|
5.3x
|
| Price / FCF |
42.9x
|
33.4x
|
| Revenue Growth YoY |
+105.9%
|
+10.5%
|
| Gross Margin |
74.7%
|
40.4%
|
| Operating Margin |
65.2%
|
17.7%
|
| Return on Equity |
110.1%
|
13.4%
|
| Dividend Yield |
0.23% |
0.28% |
| FCF Yield |
2.33%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
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 |
NVDA |
TMO |
| Zone Low |
$244.76 |
$647.50 |
| Zone High |
$277.40 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|