WallStSmart

Thermo Fisher Scientific Inc (TMO)vsValmont Industries Inc (VMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Thermo Fisher Scientific Inc generates 985% more annual revenue ($45.20B vs $4.16B). TMO leads profitability with a 15.1% profit margin vs 8.9%. TMO appears more attractively valued with a PEG of 1.56. TMO earns a higher WallStSmart Score of 62/100 (C+).

TMO

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 7.0Value: 4.0Quality: 5.3
Piotroski: 3/9

VMI

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.0Quality: 6.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TMOSignificantly Overvalued (-16.1%)

Margin of Safety

-16.1%

Fair Value

$408.60

Current Price

$465.00

$56.40 premium

UndervaluedFair: $408.60Overvalued
VMISignificantly Overvalued (-71.5%)

Margin of Safety

-71.5%

Fair Value

$278.61

Current Price

$510.55

$231.94 premium

UndervaluedFair: $278.61Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TMO1 strengths · Avg: 9.0/10
Market CapQuality
$176.32B9/10

Large-cap with strong market position

VMI3 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Areas to Watch

TMO3 concerns · Avg: 3.7/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

P/E RatioValuation
26.1x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

VMI3 concerns · Avg: 3.7/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

P/E RatioValuation
28.3x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : VMI

The strongest argument for VMI centers on Debt/Equity, Return on Equity, EPS Growth.

Bear Case : TMO

The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : VMI

The primary concerns for VMI are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

TMO profiles as a mature stock while VMI is a value play — different risk/reward profiles.

VMI carries more volatility with a beta of 1.36 — expect wider price swings.

VMI is growing revenue faster at 6.2% — sustainability is the question.

TMO generates stronger free cash flow (816M), providing more financial flexibility.

Bottom Line

TMO scores higher overall (62/100 vs 60/100), backed by strong 15.1% 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.

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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Valmont Industries Inc

INDUSTRIALS · CONGLOMERATES · USA

Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.

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