Agilent Technologies Inc vs Thermo Fisher Scientific Inc

Agilent Technologies Inc (A) is overvalued and Thermo Fisher Scientific Inc (TMO) is overvalued.

Both trade above our estimate of their intrinsic value. A is the closer of the two: -105%, against -138% for TMO.

Values as of the 22 Sept 2026 close.

Agilent Technologies Inc (A)

Discounting its cash flows at 10.5% (average of 3 methods) values the shares at $81.41; the price of $167.26 is 105% above that value, and 71% of that value comes from beyond year five.

Leak Score 55/100 on 10 of 12 signals

Thermo Fisher Scientific Inc (TMO)

Discounting its cash flows at 9.2% (average of 3 methods) values the shares at $276.91; the price of $658.52 is 138% above that value, and 75% of that value comes from beyond year five.

Leak Score 45/100 on 10 of 12 signals

MetricATMO
VerdictOvervaluedOvervalued
Price$167.26$658.52
Intrinsic value$81.41$276.91
Margin of safety-105%-138%
Leak Score55/100 (10/12)45/100 (10/12)
Market cap$47.2B$243.5B
Revenue growth, 5 years5.4%6.7%
Operating margin24.1%19.1%
Net margin19.5%15.0%
Return on equity21.0%13.5%
Debt to equity0.540.81
P/E32.9x35.4x
Forward P/E24.8x24.0x
P/B6.4x4.6x
Dividend yield0.6%0.3%

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