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 2026-09-18.
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TMO |
TTD |
| Current Price |
$658.32 |
$14.26 |
| Fair Value Estimate |
$863.34 |
$14.00 |
| Upside to Fair Value |
+31.1%
|
-1.8%
|
| Market Cap |
$244.7B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
25.9x
|
7.5x
|
| Price / Sales |
5.3x
|
2.2x
|
| Price / FCF |
33.4x
|
7.8x
|
| Revenue Growth YoY |
+10.5%
|
+3.0%
|
| Gross Margin |
40.4%
|
83.0%
|
| Operating Margin |
17.7%
|
19.6%
|
| Return on Equity |
13.4%
|
16.1%
|
| Dividend Yield |
0.28% |
0% |
| FCF Yield |
3.0%
|
12.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
TMO |
TTD |
| Zone Low |
$647.50 |
$10.50 |
| Zone High |
$733.84 |
$11.90 |
| In Buy Zone? |
Yes
|
No
|