Final Trades: Toast, Transdigm, Thermo Fisher and Amazon
The Investment Committee give you their top stocks to watch for the second half.
Fiscal Year: January - December
Thermo Fisher Scientific Inc. (TMO), listed on the NYSE, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $487.54 per share, offering investors a clear view of its current market value. Thermo Fisher Scientific Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 28.19, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Thermo Fisher Scientific Inc. also offers a dividend yield of 0.35%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Thermo Fisher Scientific Inc. (TMO) may be overvalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Thermo Fisher Scientific Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Thermo Fisher Scientific Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Thermo Fisher Scientific Inc. is 29.84, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Thermo Fisher Scientific Inc. (TMO) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Thermo Fisher Scientific Inc. (TMO) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be overvalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Thermo Fisher Scientific Inc. (TMO) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Thermo Fisher Scientific Inc.. To access the full SS Score, consider upgrading your subscription.
Thermo Fisher Scientific Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 28.19. Investors should compare these metrics with industry peers to gauge whether Thermo Fisher Scientific Inc. is outperforming or underperforming within its sector.
Revenue growth is accelerating, led by pharma/biotech momentum and bioproduction demand. The medium-term margin outlook is positive with cost cuts, AI-driven efficiencies, and lapping of tariff headwi...
CARLSBAD, Calif.--(BUSINESS WIRE)--Thermo Fisher Scientific, the world leader in serving science, has received approval from the U.S. Food and Drug Administration (FDA) for its Oncomine Dx Target Test...
Thermo Fisher is emerging from a challenging period with solid fundamentals, strong cash flow, and renewed growth, making it undervalued by the market. Recent earnings showed organic growth, margin ex...
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Insmed, Intuitive Surgical, and IDEXX Laboratories were top contributors, driven by strong drug pipelines, innovation, and robust financial results. We exited UnitedHealth Group due to earnings misses...
I reiterate my Buy rating on Thermo Fisher Scientific Inc., with a fair value estimate of $568 per share, reflecting its undervalued stock price. Q2 FY25 results showed early signs of market recovery,...
Bill Baruch, founder and president at Blue Line Capital, joins CNBC's “Halftime Report” to explain why he's buying Thermo Fisher here.
CHICAGO--(BUSINESS WIRE)--Thermo Fisher Scientific, the world leader in serving science, showcases its innovations in improving clinical and diagnostic laboratory efficiency and workflow optimization ...
WALTHAM, Mass.--(BUSINESS WIRE)--As the world leader in serving science, Thermo Fisher Scientific is proud to announce the launch of two new electron microscopes that will be unveiled at Microscopy & ...
Thermo Fisher Scientific Inc. TMO on Wednesday reported second-quarter 2025 adjusted earnings of $5.36 per share, beating the street view of $5.23.
Thermo Fisher Scientific (TMO) shares took off after the maker of lab equipment and other life sciences products posted better-than-expected results and boosted its guidance, citing operational improv...
Thermo Fisher Scientific Inc. (NYSE:TMO) Q2 2025 Earnings Conference Call July 23, 2025 8:30 AM ET Company Participants Marc N. Casper - Chairman, President & CEO Rafael Tejada - Vice President of In...
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, today announced that Stephen Williamson, senior vice president and chief financial offi...
Thermo Fisher on Wednesday beat Wall Street estimates for second-quarter profit and revenue, helped by steady demand for its products and services used for developing therapies.
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, today reported its financial results for the second quarter ended June 28, 2025. Second...
Discover an in-depth analysis of Thermo Fisher Scientific in this comprehensive report, covering milestones, product offerings, and technologies. Explore their financial performance, strategic allianc...
Thermo Fisher said on Wednesday it will buy Sanofi's manufacturing site in Ridgefield, New Jersey, to produce critical medicines for the French drugmaker.
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE:TMO), the world leader in serving science, today announced an expansion of their strategic partnership with Sanofi to enable additi...
CARLSBAD, Calif.--(BUSINESS WIRE)--Today, Thermo Fisher Scientific announced that the Oncomine™ Comprehensive Assay Plus* is now available on the Ion Torrent™ Genexus™ System* helping accelerate preci...
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, today announced that its Board of Directors authorized a quarterly cash dividend of $0....
ROCHESTER, N.Y.--(BUSINESS WIRE)--Today, Nalgene Outdoor unveils its new limited-edition “Wild Expressions” series on 16 oz narrow-mouth bottles, its second partnership with Colorado artist Jimmy Brya...
Thermo Fisher has good growth prospects ahead. Core pharma, biotech, and bioproduction businesses are driving growth, with US manufacturing investments and the Solventum acquisition strengthening futu...
I highlight four American SWAN stocks - Realty Income, Alphabet, Globe Life, and Thermo Fisher Scientific - offering stress-free, blue-chip investment opportunities. Each company boasts strong managem...
CARLSBAD, Calif.--(BUSINESS WIRE)--Thermo Fisher Scientific, the world leader in serving science, today announced the U.S. Food and Drug Administration (FDA) has approved the Oncomine™ Dx Express Test...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 7.90B | 8.75% | Est @8.7% |
2026 | 8.54B | 8.04% | Analyst x6 |
2027 | 9.42B | 10.36% | Analyst x4 |
2028 | 10.14B | 7.63% | Analyst x2 |
2029 | 11.27B | 11.13% | Analyst x1 |
2030 | 11.88B | 5.45% | Est @5.4% |
2031 | 12.42B | 4.51% | Est @4.5% |
2032 | 12.90B | 3.85% | Est @3.8% |
2033 | 13.33B | 3.38% | Est @3.4% |
2034 | 13.72B | 2.86% | Est @2.9% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2023A | 6.93B | 1.00 | 6.93B |
2024A | 7.27B | 1.00 | 7.27B |
2025E | 7.90B | 1.09 | 7.27B |
2026E | 8.54B | 1.18 | 7.23B |
2027E | 9.42B | 1.28 | 7.34B |
2028E | 10.14B | 1.40 | 7.26B |
2029E | 11.27B | 1.52 | 7.42B |
2030E | 11.88B | 1.65 | 7.20B |
2031E | 12.42B | 1.79 | 6.92B |
2032E | 12.90B | 1.95 | 6.61B |
2033E | 13.33B | 2.12 | 6.29B |
2034E | 13.72B | 2.30 | 5.95B |
Terminal | 226.46B | 2.30 | 98.26B |
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