TMO vs V: Which Is the Better Buy?

Side-by-side comparison of Thermo Fisher Scientific Inc. and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-19.
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction Grade B High Quality
VS
Visa Inc. · Financial Services
$368.29
+25.7% upside to fair value
Med Conviction Grade B 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 V
Current Price $658.32 $368.29
Fair Value Estimate $863.34 $463.00
Upside to Fair Value +31.1% +25.7%
Market Cap $244.7B $687.6B
Forward P/E — —
EV / EBITDA 25.9x 24.0x
Price / Sales 5.3x 15.5x
Price / FCF 33.4x 33.5x
Revenue Growth YoY +10.5% +14.4%
Gross Margin 40.4% 80.2%
Operating Margin 17.7% 60.7%
Return on Equity 13.4% 61.3%
Dividend Yield 0.28% 0.73%
FCF Yield 3.0% 2.98%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
TMO — Thermo Fisher Scientific Inc.
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…
V — Visa Inc.
Visa operates the world's largest retail payments network, connecting consumers, merchants, issuers, and acquirers through VisaNet, which authorizes, clears, and settles transactions across more than 200 countries. The business quality is exceptional: TTM gross margin of 80.2%, operating margin of 60.7%, net margin of 50.8%, and ROE of 61.3% reflect a two-sided network with powerful scale economi…
Accumulation Zones
Metric TMO V
Zone Low $647.50 $347.25
Zone High $733.84 $393.55
In Buy Zone? Yes Yes
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