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Added to YB: 2025-01-14

Pitch date: 2025-01-11

TMO [bullish]

Thermo Fisher Scientific Inc.

+13.43%

current return

Author Info

Rijnberk InvestInsights shares market-leading companies and top investment ideas through concise, high-conviction analysis. Sign up for the newsletter.

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

$540.91

Price Target

668.00 (+9%)

Dividend

0.36%

EV/EBITDA

19.95

P/E

28.77

EV/Sales

5.19

Sector

Life Sciences Tools and Services

Category

growth

Show full summary:
Thermo Fisher Scientific Inc. – Uniquely positioned for long-term success (A Deep Dive)

TMO: High-quality compounder in healthcare/pharma. 83% recurring revenue, 15% market share. 7-9% long-term revenue CAGR, mid-teens EPS growth. Strong moat, M&A focus. Q3 flat revenue but accelerating growth. $668 price target for 2026, 11% annual return potential. Buy below $540-550.

Read full article (14 min)