TMO vs VRT: Which Is the Better Buy?

Side-by-side comparison of Thermo Fisher Scientific Inc. and Vertiv Holdings Co β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Thermo Fisher Scientific Inc. Β· Healthcare
$658.32
+31.1% upside to fair value
Med Conviction Grade B High Quality
VS
Vertiv Holdings Co Β· Industrials
$253.28
+8.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
TMO has more upside to fair value (+31.1%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric TMO VRT
Current Price $658.32 $253.28
Fair Value Estimate $863.34 $274.15
Upside to Fair Value +31.1% +8.2%
Market Cap $244.7B $97.5B
Forward P/E β€” β€”
EV / EBITDA 25.9x 38.8x
Price / Sales 5.3x 8.5x
Price / FCF 33.4x 33.3x
Revenue Growth YoY +10.5% +24.1%
Gross Margin 40.4% 37.5%
Operating Margin 17.7% 19.1%
Return on Equity 13.4% 42.1%
Dividend Yield 0.28% 0.1%
FCF Yield 3.0% 3.0%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
TMO β€” 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…
VRT β€” Vertiv Holdings Co
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
Metric TMO VRT
Zone Low $647.50 $205.61
Zone High $733.84 $233.03
In Buy Zone? Yes No
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