TMO vs VRTV: Which Is the Better Buy?

Side-by-side comparison of Thermo Fisher Scientific Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-43.3% upside to fair value
Grade D
QuantHub Verdict
TMO has more upside to fair value (+7.2%). VRTV trades at a lower forward P/E (7.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric TMO VRTV
Current Price $464.61 $169.99
Fair Value Estimate $498.27 $96.38
Upside to Fair Value +7.2% -43.3%
Market Cap $172.7B $2.3B
Forward P/E 25.2x 7.1x
EV / EBITDA 19.1x 5.4x
Price / Sales 3.8x 0.3x
Price / FCF 25.6x 10.0x
Revenue Growth YoY +6.2% -19.0%
Gross Margin 39.4% 22.7%
Operating Margin 17.8% 5.9%
Return on Equity 13.3% 48.6%
Dividend Yield 0% 0%
FCF Yield 3.91% 9.99%
Analyst Consensus Strong Buy Hold
Investment Thesis
TMO — 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. …
VRTV — Veritiv Corporation
Veritiv Corporation operates as a distributor primarily in packaging, facility solutions, and print markets, with a business quality characterized by scale and network density rather than proprietary products or pricing power. The company has undergone significant transformation under CEO Salvatore A. Abbate, including a take-private transaction by Clayton, Dubilier & Rice in 2023 and a strategic…
Accumulation Zones
Metric TMO VRTV
Zone Low $373.70 $72.28
Zone High $423.53 $81.92
In Buy Zone? No No
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