Added to YB: 2025-07-29
Pitch date: 2025-07-26
TMO [neutral]
Thermo Fisher Scientific Inc.
+20.48%
current return
Author Info
No bio for this author
Company Info
Thermo Fisher Scientific Inc. provides life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services in the North America, Europe, Asia-Pacific, and internationally.
Market Cap
$215.6B
Pitch Price
$475.01
Price Target
N/A
Dividend
0.30%
EV/EBITDA
21.88
P/E
33.14
EV/Sales
5.67
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.
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