Competitive view
TMO vs. two close competitors
This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.
YouTube
Thermo Fisher Scientific
TMO
Latest video
Q4 2025
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
YouTube
Intuitive Surgical
ISRG
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
YouTube
Johnson & Johnson
JNJ
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
TMO
$174.42B
Thermo Fisher Scientific
ISRG
$145.58B
Intuitive Surgical
JNJ
$579.83B
Johnson & Johnson
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
TMO
25.8x
Thermo Fisher Scientific
ISRG
50.0x
Intuitive Surgical
JNJ
27.9x
Johnson & Johnson
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
TMO
17.2x
Thermo Fisher Scientific
ISRG
34.9x
Intuitive Surgical
JNJ
18.9x
Johnson & Johnson
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
TMO
6.2%
Thermo Fisher Scientific
ISRG
23.0%
Intuitive Surgical
JNJ
9.9%
Johnson & Johnson
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
TMO
11.3%
Thermo Fisher Scientific
ISRG
18.8%
Intuitive Surgical
JNJ
-52.9%
Johnson & Johnson
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
TMO
17.9%
Thermo Fisher Scientific
ISRG
30.9%
Intuitive Surgical
JNJ
27.4%
Johnson & Johnson
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
TMO
40.9%
Thermo Fisher Scientific
ISRG
66.3%
Intuitive Surgical
JNJ
68.0%
Johnson & Johnson
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
TMO
15.2%
Thermo Fisher Scientific
ISRG
28.2%
Intuitive Surgical
JNJ
21.8%
Johnson & Johnson
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
TMO
13.5%
Thermo Fisher Scientific
ISRG
17.2%
Intuitive Surgical
JNJ
26.4%
Johnson & Johnson
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
TMO
3.2%
Thermo Fisher Scientific
ISRG
1.6%
Intuitive Surgical
JNJ
2.2%
Johnson & Johnson
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
TMO
82.90x
Thermo Fisher Scientific
ISRG
—
Intuitive Surgical
JNJ
67.73x
Johnson & Johnson
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
TMO
1.53x
Thermo Fisher Scientific
ISRG
4.61x
Intuitive Surgical
JNJ
1.02x
Johnson & Johnson
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
TMO
0.87
Thermo Fisher Scientific
ISRG
1.45
Intuitive Surgical
JNJ
0.26
Johnson & Johnson
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
TMO
0.4%
Thermo Fisher Scientific
ISRG
—
Intuitive Surgical
JNJ
2.2%
Johnson & Johnson
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
TMO
27.7%
Thermo Fisher Scientific
ISRG
37.5%
Intuitive Surgical
JNJ
5.0%
Johnson & Johnson