Added to YB: 2025-07-29
Pitch date: 2025-07-26
TMO [neutral]
Thermo Fisher Scientific Inc.
+32.52%
current return
Author Info
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Company Info
Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services internationally.
Market Cap
$194.5B
Pitch Price
$473.54
Price Target
N/A
Dividend
0.36%
EV/EBITDA
19.95
P/E
28.77
EV/Sales
5.19
Sector
Life Sciences Tools and Services
Category
growth
Thermo Fisher – Still One of the Best Compounders in Healthcare
TMO (earnings update): 11% post-Q2 jump not from numbers but renewed confidence; 2025 outlook raised. Earlier drop (-20% YTD) due to overblown concerns: post-COVID comps, Trump's science grants (only 5% exposure), tariffs. Life science/pharma equipment leader with 83% high-margin recurring consumable revenue & 5-12yr contracts. Mgmt projects high-single-digit rev CAGR, mid-teens EPS CAGR.
Read full article (4 min)