Qnity Electronics, Inc (Q)vsThermo Fisher Scientific Inc (TMO)
Q
Qnity Electronics, Inc
$120.26
+1.62%
TECHNOLOGY · Cap: $24.81B
TMO
Thermo Fisher Scientific Inc
$490.77
+0.10%
HEALTHCARE · Cap: $182.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 837% more annual revenue ($44.56B vs $4.75B). TMO leads profitability with a 15.0% profit margin vs 14.6%. TMO appears more attractively valued with a PEG of 1.76. TMO earns a higher WallStSmart Score of 59/100 (C).
Q
Hold49
out of 100
Grade: D+
TMO
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-410.3%
Fair Value
$22.44
Current Price
$120.26
$97.82 premium
Margin of Safety
-27.5%
Fair Value
$384.82
Current Price
$490.77
$105.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Large-cap with strong market position
Strong operational efficiency at 21.2%
Generating 3.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 8.0% — below average capital efficiency
Earnings declined 52.8%
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : TMO
The strongest argument for TMO centers on Market Cap, Operating Margin, Free Cash Flow.
Bear Case : Q
The primary concerns for Q are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
Q is growing revenue faster at 8.1% — sustainability is the question.
TMO generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMO scores higher overall (59/100 vs 49/100). 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.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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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