Medtronic PLC (MDT)vsThermo Fisher Scientific Inc (TMO)
MDT
Medtronic PLC
$76.15
-2.32%
HEALTHCARE · Cap: $100.09B
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 27% more annual revenue ($45.20B vs $35.48B). TMO leads profitability with a 15.1% profit margin vs 13.0%. MDT appears more attractively valued with a PEG of 1.36. TMO earns a higher WallStSmart Score of 62/100 (C+).
MDT
Buy58
out of 100
Grade: C
TMO
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.7%
Fair Value
$107.79
Current Price
$76.15
$31.64 discount
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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Large-cap with strong market position
Areas to Watch
Earnings declined 11.8%
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin. PEG of 1.36 suggests the stock is reasonably priced for its growth.
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 : MDT
The primary concerns for MDT are EPS Growth.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
MDT profiles as a value stock while TMO is a mature play — different risk/reward profiles.
TMO carries more volatility with a beta of 0.88 — expect wider price swings.
MDT is growing revenue faster at 8.7% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
TMO scores higher overall (62/100 vs 58/100), backed by strong 15.1% margins. MDT offers better value entry with a 27.7% margin of safety. 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.
Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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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