TMO vs V: Which Is the Better Buy?

Side-by-side comparison of Thermo Fisher Scientific Inc. and Visa Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
Thermo Fisher Scientific Inc. Β· Healthcare
$464.61
+7.2% upside to fair value
Grade A High Quality
VS
Visa Inc. Β· Financial Services
$327.24
+27.8% upside to fair value
Grade A High Quality
QuantHub Verdict
V has more upside to fair value (+27.8%). TMO trades at a lower forward P/E (25.2x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric TMO V
Current Price $464.61 $327.24
Fair Value Estimate $498.27 $418.15
Upside to Fair Value +7.2% +27.8%
Market Cap $172.7B $627.3B
Forward P/E 25.2x 28.2x
EV / EBITDA 19.1x 22.6x
Price / Sales 3.8x 14.6x
Price / FCF 25.6x 29.6x
Revenue Growth YoY +6.2% +17.1%
Gross Margin 39.4% 81.3%
Operating Margin 17.8% 61.1%
Return on Equity 13.3% 58.9%
Dividend Yield 0% 0%
FCF Yield 3.91% 3.38%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
TMO β€” Thermo Fisher Scientific Inc.
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. …
V β€” Visa Inc.
Visa Inc. operates a global payments network that facilitates electronic funds transfers worldwide, primarily through credit and debit cards. The company benefits from a very strong and widening moat driven by its extensive global card network and acceptance infrastructure, supported by a shareholder-friendly capital allocation policy including high buybacks and dividends. Visa's business quality…
Accumulation Zones
Metric TMO V
Zone Low $373.70 $313.61
Zone High $423.53 $355.43
In Buy Zone? No Yes
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