Medpace Holdings Inc (MEDP)vsThermo Fisher Scientific Inc (TMO)
MEDP
Medpace Holdings Inc
$466.80
+1.32%
HEALTHCARE · Cap: $13.08B
TMO
Thermo Fisher Scientific Inc
$490.77
+0.10%
HEALTHCARE · Cap: $182.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 1661% more annual revenue ($44.56B vs $2.53B). MEDP leads profitability with a 17.8% profit margin vs 15.0%. TMO appears more attractively valued with a PEG of 1.76. MEDP earns a higher WallStSmart Score of 70/100 (B-).
MEDP
Strong Buy70
out of 100
Grade: B-
TMO
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.8%
Fair Value
$716.04
Current Price
$466.80
$249.24 discount
Margin of Safety
-27.5%
Fair Value
$384.82
Current Price
$490.77
$105.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 70 in profit
Revenue surging 32.0% year-over-year
Strong operational efficiency at 21.6%
Earnings expanding 26.9% YoY
Large-cap with strong market position
Strong operational efficiency at 21.2%
Generating 3.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.9x book value
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MEDP
The strongest argument for MEDP centers on Return on Equity, Revenue Growth, Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 21.6%. Revenue growth of 32.0% demonstrates continued momentum.
Bull Case : TMO
The strongest argument for TMO centers on Market Cap, Operating Margin, Free Cash Flow.
Bear Case : MEDP
The primary concerns for MEDP are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
MEDP profiles as a growth stock while TMO is a value play — different risk/reward profiles.
MEDP carries more volatility with a beta of 1.46 — expect wider price swings.
MEDP is growing revenue faster at 32.0% — sustainability is the question.
TMO generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
MEDP scores higher overall (70/100 vs 59/100), backed by strong 17.8% margins and 32.0% revenue growth. Both earn "Strong 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.
Medpace Holdings Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Medpace Holdings, Inc. provides clinical research-based drug and medical device development services in North America, Europe, and Asia. The company is headquartered in Cincinnati, Ohio.
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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