TM
Thermo Fisher Scientific
TMO · Life Sciences Tools & Services
Company brief
TM
TMOLife Sciences Tools & Services$210B

Thermo Fisher Scientific

Life sciences company providing analytical instruments, equipment, reagents, consumables, software and services for research, manufacturing, analysis, discovery and diagnostics

Moat score
95/100
13F status
Tracking pending
Main Metrics

Beginner valuation check

Price
$444
Next earnings
Data pending

Data pending from FMP or Finnhub.

1Y Performance
+8.3%

Positive price performance shows recent market sentiment, not a full investment thesis.

Forward P/E
18.3x

Forward P/E around 18.3x means investors pay about $18.3 for each expected $1 of future profit per share, usually the next 12 months or next fiscal year. It is a forecast, not a fact.

P/E
23.8x

A P/E around 23.8x means investors pay about $23.8 for each $1 the company earned per share over the last 12 months, usually the last four quarterly reports.

EPS
$18.17
Market Cap
$162.9B
Forward P/E is the cleanest beginner valuation anchor here; compare it with growth and recent performance.

Source: market data index. As of May 21, 2026. P/E can be unavailable or misleading when earnings are negative.

Scenario Framework

Bull / Neutral / Bear

Neutral Case

You are basically betting that Thermo Fisher Scientific can keep turning its lab workflow footprint into durable value while the market weighs growth against an 18.3x forward P/E.

Watch signal

Forward P/E around 18.3x remains in line with the company’s growth profile and operating stability.

What you own

Thermo Fisher Scientific is exposure to life sciences tools & services operating model with high switching costs and 108% net revenue retention.

Base thesis

Mission-critical scientific workflows create 98%+ customer retention

Main risk

The main question is whether the company can keep customer value compounding without margin pressure eroding the moat.

How to inspect it

Pro access unlocks the workflow simulator for this company brief.

Simulator coverage pending

This ticker has a company brief, but richer workflow modules have not been built yet.

Investor Snapshot
95Moat Score
Net Revenue Retention108%
Retention RiskLow
AI Disruption RiskLow
Switching CostsHigh
13F Ownership
Tracking pending

No SEC-backed 13F rows are matched for this ticker yet. We do not fabricate ownership rows.

Investment Thesis
  • Mission-critical scientific workflows create 98%+ customer retention
  • Regulatory validation requirements make switching extremely costly (6-18 months)
  • Proprietary instrument data formats lock customers into TMO's software ecosystem
  • 15+ year instrument lifecycles with mandatory software updates drive recurring revenue
  • Deep integration with lab operations makes TMO's software essential daily infrastructure