COMP <GO>
DHR vs TMO // REVENUE GROWTH (YOY)
Danaher Corporation (NYSE) VS. Thermo Fisher Scientific Inc (NYSE) • 15-METRIC TALLY: DHR 5
— TMO 10
▲ REVENUE GROWTH (YOY) LEADER: TMO
LAST: $232.23 (-2.00%) • MKT CAP: $166.72B
revenue-growth
2.90%
LAST: $697.00 (-1.72%) • MKT CAP: $262.22B
revenue-growth
3.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DHR VS. TMO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DHR | TMO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 59.10% | 41.00% | +18.10 | DHR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.10% | 9.30% | -3.20 | TMO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.9x | 30.4x | +0.50 | TMO | /valuation <GO> |
| Free Cash Flow Yield | 3.15% | 2.40% | +0.75 | DHR | /fcf-yield <GO> |
| Operating Margin | 19.10% | 17.40% | +1.70 | DHR | /operating-margins <GO> |
| Net Profit Margin | 14.70% | 15.10% | -0.40 | TMO | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 2.90% | 3.90% | -1.00 | TMO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 0.24% | +0.29 | DHR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.85 | 4.50 | -0.65 | TMO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | TMO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.70% | -0.10 | DHR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.1 | 59.1 | -1.03 | TMO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 0.94 | -0.04 | TMO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 42.9x | 36.3x | +6.60 | TMO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $166.72B | $262.22B | -$95.49B | TMO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DHR REV | TMO REV | DHR GROSS % | TMO GROSS % | DHR FCF | TMO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $24.57B | $44.56B | 59.1% | 44.0% | $5.26B | $6.29B |
| FY 2024 | $23.88B | $42.88B | 59.5% | 44.0% | $5.30B | $7.27B |
| FY 2023 | $23.89B | $42.86B | 44.0% | 44.0% | $6.09B | $6.48B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DHR // BETA 0.90
TMO // BETA 0.94