TMO vs TTD: Which Is the Better Buy?
Side-by-side comparison of Thermo Fisher Scientific Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TMO |
TTD |
| Current Price |
$462.60 |
$22.76 |
| Fair Value Estimate |
$509.20 |
$134.00 |
| Upside to Fair Value |
+10.1%
|
+488.8%
|
| Market Cap |
$171.9B |
$10.8B |
| Forward P/E |
25.1x
|
24.6x
|
| EV / EBITDA |
19.0x
|
—
|
| Price / Sales |
3.8x
|
3.7x
|
| Price / FCF |
25.5x
|
13.8x
|
| Revenue Growth YoY |
+6.2%
|
+14.5%
|
| Gross Margin |
39.4%
|
78.6%
|
| Operating Margin |
17.8%
|
20.3%
|
| Return on Equity |
13.3%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
3.92%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
TMO |
TTD |
| Zone Low |
$381.90 |
$100.00 |
| Zone High |
$432.82 |
$114.00 |
| In Buy Zone? |
No
|
Yes
|