Professional
Added to YB: 2025-02-12
Pitch date: 2024-12-31
TMO [bullish]
Thermo Fisher Scientific Inc.
+11.32%
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
$517.34
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
value
Baron Durable Advantage Fund Portfolio Holding: Thermo Fisher Scientific Inc.
TMO: Life sciences leader down 15.8% Q4, 2.1% YTD on China caution, slow biopharma projects, equipment sales. Trump/RFK Jr. appointmentadded healthcare uncertainty. Still dominant supplier across markets; expect high single-digit organic growth, double-digit EPS growth post-macro normalization.
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