ORCL vs TMO: Which Is the Better Buy?
Side-by-side comparison of Oracle Corporation and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Oracle Corporation · Technology
$175.08
+137.3% upside to fair value
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+137.3%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
TMO |
| Current Price |
$175.08 |
$462.60 |
| Fair Value Estimate |
$415.43 |
$509.20 |
| Upside to Fair Value |
+137.3%
|
+10.1%
|
| Market Cap |
$503.5B |
$171.9B |
| Forward P/E |
30.8x
|
25.1x
|
| EV / EBITDA |
21.4x
|
19.0x
|
| Price / Sales |
7.9x
|
3.8x
|
| Price / FCF |
-20.4x
|
25.5x
|
| Revenue Growth YoY |
+21.7%
|
+6.2%
|
| Gross Margin |
66.4%
|
39.4%
|
| Operating Margin |
30.8%
|
17.8%
|
| Return on Equity |
57.4%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.92%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
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 |
ORCL |
TMO |
| Zone Low |
$311.57 |
$381.90 |
| Zone High |
$353.12 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|