TMO vs VRT: Which Is the Better Buy?
Side-by-side comparison of Thermo Fisher Scientific Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+7.2%).
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 |
VRT |
| Current Price |
$464.61 |
$333.05 |
| Fair Value Estimate |
$498.27 |
$183.18 |
| Upside to Fair Value |
+7.2%
|
-45.0%
|
| Market Cap |
$172.7B |
$127.9B |
| Forward P/E |
25.2x
|
81.8x
|
| EV / EBITDA |
19.1x
|
55.4x
|
| Price / Sales |
3.8x
|
11.8x
|
| Price / FCF |
25.6x
|
55.4x
|
| Revenue Growth YoY |
+6.2%
|
+30.1%
|
| Gross Margin |
39.4%
|
36.2%
|
| Operating Margin |
17.8%
|
18.5%
|
| Return on Equity |
13.3%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.91%
|
1.81%
|
| 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. …
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
TMO |
VRT |
| Zone Low |
$373.70 |
$137.38 |
| Zone High |
$423.53 |
$155.70 |
| In Buy Zone? |
No
|
No
|