British American Tobacco p.l.c. (BTI)vsThermo Fisher Scientific Inc (TMO)
BTI
British American Tobacco p.l.c.
$58.28
+0.34%
CONSUMER DEFENSIVE · Cap: $125.67B
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 76% more annual revenue ($45.20B vs $25.61B). BTI leads profitability with a 30.3% profit margin vs 15.1%. BTI appears more attractively valued with a PEG of 1.52. TMO earns a higher WallStSmart Score of 62/100 (C+).
BTI
Buy60
out of 100
Grade: C+
TMO
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$78.80
Current Price
$58.28
$20.52 discount
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
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.0B in free cash flow
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Trading at 10.1x book value
0.1% revenue growth
1.6% earnings growth
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.3% and operating margin at 34.6%.
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 : BTI
The primary concerns for BTI are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
BTI profiles as a value stock while TMO is a mature play — different risk/reward profiles.
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.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
TMO scores higher overall (62/100 vs 60/100), backed by strong 15.1% margins. BTI offers better value entry with a 23.4% margin of safety. 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.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
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 TOBACCO Stocks
Want to dig deeper into these stocks?