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 2026-09-23.
Oracle Corporation · Technology
$149.12
+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
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ORCL |
TMO |
| Current Price |
$149.12 |
$658.32 |
| Fair Value Estimate |
$216.22 |
$863.34 |
| Upside to Fair Value |
+45.0%
|
+31.1%
|
| Market Cap |
$429.5B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.6x
|
25.9x
|
| Price / Sales |
6.0x
|
5.3x
|
| Price / FCF |
—
|
33.4x
|
| Revenue Growth YoY |
+29.6%
|
+10.5%
|
| Gross Margin |
63.9%
|
40.4%
|
| Operating Margin |
32.4%
|
17.7%
|
| Return on Equity |
42.6%
|
13.4%
|
| Dividend Yield |
1.34% |
0.28% |
| FCF Yield |
—
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
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 |
ORCL |
TMO |
| Zone Low |
$162.16 |
$647.50 |
| Zone High |
$183.79 |
$733.84 |
| In Buy Zone? |
Yes
|
Yes
|