TMO vs UNH: Which Is the Better Buy?
Side-by-side comparison of Thermo Fisher Scientific Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$423.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
TMO trades at a lower forward P/E
(25.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TMO |
UNH |
| Current Price |
$464.61 |
$423.38 |
| Fair Value Estimate |
$498.27 |
$613.90 |
| Upside to Fair Value |
+7.2%
|
+45.0%
|
| Market Cap |
$172.7B |
$384.5B |
| Forward P/E |
25.2x
|
27.2x
|
| EV / EBITDA |
19.1x
|
13.8x
|
| Price / Sales |
3.8x
|
0.8x
|
| Price / FCF |
25.6x
|
19.6x
|
| Revenue Growth YoY |
+6.2%
|
+0.4%
|
| Gross Margin |
39.4%
|
18.8%
|
| Operating Margin |
17.8%
|
4.2%
|
| Return on Equity |
13.3%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.91%
|
5.12%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Thermo Fisher Scientific is a leading healthcare company specializing in life science tools, diagnostics, and contract research and manufacturing services. It operates with a broad, multi-layered moat driven by scale, integration, and a long-tenured management team. The company exhibits solid fundamentals with a 13.3% ROE, 6.2% revenue growth, and 9.6% earnings growth in the most recent quarter. …
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
Accumulation Zones
| Metric |
TMO |
UNH |
| Zone Low |
$373.70 |
$460.42 |
| Zone High |
$423.53 |
$521.81 |
| In Buy Zone? |
No
|
Yes
|