Cloudflare Inc (NET)vsThermo Fisher Scientific Inc (TMO)
NET
Cloudflare Inc
$204.97
-3.30%
TECHNOLOGY · Cap: $72.88B
TMO
Thermo Fisher Scientific Inc
$466.26
+2.72%
HEALTHCARE · Cap: $173.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 1985% more annual revenue ($45.20B vs $2.17B). TMO leads profitability with a 15.1% profit margin vs -4.7%. TMO appears more attractively valued with a PEG of 1.55. TMO earns a higher WallStSmart Score of 62/100 (C+).
NET
Hold35
out of 100
Grade: F
TMO
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.2%
Fair Value
$165.80
Current Price
$204.97
$39.17 premium
Margin of Safety
-17.4%
Fair Value
$407.91
Current Price
$466.26
$58.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Trading at 49.4x book value
ROE of -8.2% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.6% demonstrates continued momentum.
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 : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while TMO is a mature play — different risk/reward profiles.
NET carries more volatility with a beta of 1.88 — expect wider price swings.
NET is growing revenue faster at 33.6% — sustainability is the question.
TMO generates stronger free cash flow (816M), providing more financial flexibility.
Bottom Line
TMO scores higher overall (62/100 vs 35/100), backed by strong 15.1% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cloudflare Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
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.
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