Qnity Electronics, Inc (Q)vsThermo Fisher Scientific Inc (TMO)
Q
Qnity Electronics, Inc
$143.59
-3.91%
TECHNOLOGY · Cap: $30.10B
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 851% more annual revenue ($45.20B vs $4.75B). TMO leads profitability with a 15.1% profit margin vs 14.6%. TMO appears more attractively valued with a PEG of 1.56. TMO earns a higher WallStSmart Score of 62/100 (C+).
Q
Hold49
out of 100
Grade: D+
TMO
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.0%
Fair Value
$105.09
Current Price
$143.59
$38.50 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
Strong operational efficiency at 20.4%
Large-cap with strong market position
Areas to Watch
ROE of 8.0% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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. Profitability is solid with margins at 15.1% and operating margin at 17.9%.
Bear Case : Q
The primary concerns for Q are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
Q profiles as a value stock while TMO is a mature play — different risk/reward profiles.
Q is growing revenue faster at 8.1% — sustainability is the question.
TMO generates stronger free cash flow (816M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMO scores higher overall (62/100 vs 49/100), 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.
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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