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 2026-05-04.
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+97.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+97.1%).
TMO trades at a lower forward P/E
(25.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
TMO |
UNH |
| Current Price |
$462.60 |
$353.52 |
| Fair Value Estimate |
$509.20 |
$696.88 |
| Upside to Fair Value |
+10.1%
|
+97.1%
|
| Market Cap |
$171.9B |
$320.9B |
| Forward P/E |
25.1x
|
26.7x
|
| EV / EBITDA |
19.0x
|
16.1x
|
| Price / Sales |
3.8x
|
0.7x
|
| Price / FCF |
25.5x
|
16.3x
|
| Revenue Growth YoY |
+6.2%
|
+2.0%
|
| 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 |
3.92%
|
6.13%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
| Metric |
TMO |
UNH |
| Zone Low |
$381.90 |
$522.66 |
| Zone High |
$432.82 |
$592.35 |
| In Buy Zone? |
No
|
Yes
|