TMO vs WDC: Which Is the Better Buy?
Side-by-side comparison of Thermo Fisher Scientific Inc. and Western Digital Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Thermo Fisher Scientific Inc. · Healthcare
$464.61
+7.2% upside to fair value
Grade A
High Quality
VS
Western Digital Corporation · Technology
$519.17
-28.7% upside to fair value
Med Conviction
Grade C+
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 |
WDC |
| Current Price |
$464.61 |
$519.17 |
| Fair Value Estimate |
$498.27 |
$370.00 |
| Upside to Fair Value |
+7.2%
|
-28.7%
|
| Market Cap |
$172.7B |
$178.9B |
| Forward P/E |
25.2x
|
27.8x
|
| EV / EBITDA |
19.1x
|
37.3x
|
| Price / Sales |
3.8x
|
13.9x
|
| Price / FCF |
25.6x
|
51.0x
|
| Revenue Growth YoY |
+6.2%
|
+35.7%
|
| Gross Margin |
39.4%
|
48.9%
|
| Operating Margin |
17.8%
|
34.9%
|
| Return on Equity |
13.3%
|
43.4%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
3.91%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
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. …
Western Digital is now a pure-play, duopoly hard-disk-drive manufacturer, having spun off its NAND flash business as SanDisk in February 2025 and sold its remaining SanDisk stake for $3.1 billion in February 2026. It is riding the same AI-storage supercycle as SanDisk and Micron, but from the mass-capacity nearline HDD side: hyperscalers are buying every high-capacity drive WDC can make for AI da…
Accumulation Zones
| Metric |
TMO |
WDC |
| Zone Low |
$373.70 |
$278.00 |
| Zone High |
$423.53 |
$315.00 |
| In Buy Zone? |
No
|
No
|