Amgen Inc (AMGN)vsThermo Fisher Scientific Inc (TMO)
AMGN
Amgen Inc
$331.70
+0.79%
HEALTHCARE · Cap: $177.71B
TMO
Thermo Fisher Scientific Inc
$465.00
-1.99%
HEALTHCARE · Cap: $176.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 21% more annual revenue ($45.20B vs $37.22B). AMGN leads profitability with a 21.0% profit margin vs 15.1%. TMO appears more attractively valued with a PEG of 1.56. TMO earns a higher WallStSmart Score of 62/100 (C+).
AMGN
Buy62
out of 100
Grade: C+
TMO
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.2%
Fair Value
$321.89
Current Price
$331.70
$9.81 premium
Margin of Safety
-16.1%
Fair Value
$408.60
Current Price
$465.00
$56.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 101 in profit
Strong operational efficiency at 33.8%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 19.5x book value
4.4% earnings growth
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMGN
The strongest argument for AMGN centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.0% and operating margin at 33.8%.
Bull Case : TMO
The strongest argument for TMO centers on Market Cap. Profitability is solid with margins at 15.1% and operating margin at 17.9%.
Bear Case : AMGN
The primary concerns for AMGN are PEG Ratio, Price/Book, EPS Growth.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
TMO carries more volatility with a beta of 0.88 — expect wider price swings.
TMO is growing revenue faster at 6.2% — sustainability is the question.
AMGN generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMGN scores higher overall (62/100 vs 62/100), backed by strong 21.0% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amgen Inc
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Focused on molecular biology and biochemistry, its goal is to provide a healthcare business based on recombinant DNA technology.
Visit Website →Thermo Fisher Scientific Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Thermo Fisher Scientific is an American provisioner of scientific instrumentation, reagents and consumables, and software and services to healthcare, life science, and other laboratories in academia, government, and industry (including in the biotechnology and pharmaceutical sectors). Based in Waltham, Massachusetts, Thermo Fisher was created in 2006 by the merger of Thermo Electron and Fisher Scientific, to form a company with US$ 9 billion in combined revenues.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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