TMO vs WST Stock Comparison: AI Score, Valuation, Performance and Upside
Thermo Fisher Scientific and West Pharmaceutical Services both serve pharmaceutical and biotech manufacturing customers, but Thermo Fisher operates a much broader life sciences business spanning instruments, consumables, and services, while West Pharmaceutical specializes narrowly in packaging components and delivery systems for injectable drugs.
Thermo Fisher offers diversified exposure across the broader life sciences and diagnostics industry, while West Pharmaceutical offers a more concentrated bet on injectable drug packaging demand tied to biologic and GLP-1 drug growth. Consider whether you prefer Thermo Fisher's diversified scale or West Pharmaceutical's specialized packaging niche.
WST holds the edge across 4 of 5 key metrics in this comparison. WST has delivered stronger 1-year price return (+36.56% vs +26.67%), though TMO has the better forward P/E setup (22.62x vs 33.87x for WST). WST leads on both revenue growth (13.80%) and operating margin (22.47%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for WST (+19.93%) than for TMO (+1.49%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want diversified exposure across scientific instruments, laboratory consumables, and life science services
- Value the recurring revenue stability provided by consumables and services alongside capital equipment sales
- Believe broad customer relationships across research, diagnostics, and manufacturing support durable growth
- Prefer a larger scale, diversified life sciences business over a specialized niche supplier
- Want concentrated exposure to injectable drug packaging and delivery component demand
- Believe continued growth in biologic and GLP-1 drug categories will drive high-value product mix improvement
- Value the high switching costs and regulatory approval barriers protecting West Pharmaceutical's customer relationships
- Are comfortable with revenue concentration in a specialized product category
| Metric | TMO | WST |
|---|---|---|
| AI scorei | 49.7 | 54.0 |
| AI ranki | #541 | #310 |
| Latest closei | $613.78 | $339.97 |
| 1M returni | +6.22% | -3.15% |
| 6M returni | +18.30% | +39.13% |
| 1Y returni | +26.67% | +36.56% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | TMO | WST |
|---|---|---|
| 1Y ago | $12.54K (+25.4%) started 2025-09-04 | $13.73K (+37.3%) started 2025-09-04 |
| 5Y ago | $10.99K (+9.9%) started 2021-09-07 | $7.5K (-25.0%) started 2021-09-07 |
| 10Y ago | $42.65K (+326.5%) started 2016-09-06 | $43.47K (+334.7%) started 2016-09-06 |
Hypothetical — past performance does not guarantee future results.
| Metric | TMO | WST |
|---|---|---|
| Market capi | $230.05B | $23.75B |
| Trailing P/Ei | 33.45 | 43.27 |
| Forward P/Ei | 22.62 | 33.87 |
| Price/Salesi | 3.54 | 5.57 |
| EV/Revenuei | 5.80 | 7.10 |
| Analyst targeti | $631.42 | $404.73 |
| Target upsidei | +1.49% | +19.93% |
| Metric | TMO | WST |
|---|---|---|
| Revenue growthi | 10.50% | 13.80% |
| Earnings growthi | 9.40% | 18.10% |
| EPS growthi | +9.40% | +18.10% |
| FCF margini | +13.46% | +8.35% |
| Operating margini | 18.75% | 22.47% |
| Profit margini | 15.04% | 16.98% |
| ROIC proxyi | 13.51% | 19.09% |
| Return on equityi | 13.51% | 19.09% |
| Dividend yieldi | 0.30% | 0.26% |
| Betai | 0.85 | 1.14 |
| Debt/equityi | 80.58 | 10.59 |
| Current ratioi | 1.55 | 2.82 |
| Quick ratioi | 1.01 | 1.82 |
Over the past year, TMO and WST have moved weakly in the same direction (correlation of 0.23), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | TMO | WST |
|---|---|---|---|
| 1Y | Growthi | +25.39% | +37.34% |
| CAGRi | +25.43% | +37.40% | |
| Volatilityi | 30.46% | 33.71% | |
| Sharpe ratioi | 0.75 | 0.97 | |
| Sortino ratioi | 1.19 | 1.55 | |
| Max drawdowni | 31.45% | 24.83% | |
| Current drawdowni | 4.01% | 7.05% | |
| Avg drawdowni | 12.24% | 8.92% | |
| Ulcer Indexi | 16.05% | 11.56% | |
| Max daily dropi | 9.20% | 7.67% | |
| Max wkly dropi | 11.02% | 15.30% | |
| 5Y | Growthi | +8.85% | -25.71% |
| CAGRi | +1.71% | -5.78% | |
| Volatilityi | 27.77% | 40.75% | |
| Sharpe ratioi | 0.04 | -0.04 | |
| Sortino ratioi | 0.06 | -0.06 | |
| Max drawdowni | 41.02% | 59.29% | |
| Current drawdowni | 7.23% | 27.24% | |
| Avg drawdowni | 18.08% | 32.12% | |
| Ulcer Indexi | 20.01% | 34.78% | |
| Max daily dropi | 9.20% | 38.22% | |
| Max wkly dropi | 13.18% | 39.71% | |
| 10Y | Growthi | +316.31% | +320.60% |
| CAGRi | +15.34% | +15.46% | |
| Volatilityi | 26.64% | 34.74% | |
| Sharpe ratioi | 0.50 | 0.47 | |
| Sortino ratioi | 0.73 | 0.65 | |
| Max drawdowni | 41.02% | 59.29% | |
| Current drawdowni | 7.23% | 27.24% | |
| Avg drawdowni | 11.28% | 18.84% | |
| Ulcer Indexi | 14.82% | 25.19% | |
| Max daily dropi | 9.20% | 38.22% | |
| Max wkly dropi | 13.18% | 39.71% |
| Category | TMO | WST |
|---|---|---|
| Company | Thermo Fisher Scientific Inc. | West Pharmaceutical Services, Inc. |
| Sector | Healthcare | Healthcare |
| Industry | Diagnostics & Research | Medical Instruments & Supplies |
| Core business | A global provider of scientific instruments, laboratory equipment, reagents, and services supporting research, diagnostics, and pharmaceutical and biotech manufacturing customers worldwide. | A manufacturer of packaging components and delivery systems for injectable drugs, including stoppers, seals, and syringe components used by pharmaceutical and biotech customers to package and administer medications. |
| Investor focus | Bioproduction and pharma services revenue trends, instrument and consumables growth across research and diagnostics customers, and margin performance amid biotech funding cycle fluctuations. | High-value product mix growth tied to biologic and injectable drug packaging, GLP-1 and other high-growth drug category exposure, and manufacturing capacity expansion progress. |
- Broad portfolio spanning instruments, consumables, and services provides diversified exposure across research, diagnostics, and manufacturing customers
- Large scale and global distribution network support deep customer relationships across academic, pharmaceutical, and biotech segments
- Recurring consumables and services revenue provides a stable complement to more cyclical capital equipment sales
- Specialized position in injectable drug packaging and delivery components creates high switching costs and regulatory approval barriers for customers
- Growing biologic and injectable drug categories, including GLP-1 medications, support demand for specialized high-value packaging components
- Long-standing relationships with pharmaceutical manufacturers support recurring component supply agreements
- Biopharma customer capital spending and research funding cycles can affect instrument and bioproduction demand
- Academic and government research funding levels influence demand from research institution customers
- Large, diversified portfolio requires continuous investment and integration of acquired businesses to maintain growth
- Revenue concentration in packaging components for injectable drugs creates exposure to specific drug category demand cycles
- Manufacturing capacity expansion requires significant capital investment ahead of confirmed demand realization
- Customer destocking cycles following periods of elevated ordering can create near-term revenue volatility
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