jetcityimage Investment Thesis Preview We initially covered Thermo Fisher Scientific (NYSE:TMO) in our article “Thermo Fisher Scientific: From Pandemic Boom To More Sustainable Growth Path” in March this year. Our thesis was built on the company’s current trajectory of normalizing from its boom brought about by the pandemic. We identified its high debt and low…
sanjeri Thermo Fisher Scientific (NYSE:TMO) is a leading research and development company and provider of laboratory products and services headquartered in Waltham. The company has long been a key player in developing and commercialization of laboratory equipment, reagents, analytical instrumentation, and diagnostic systems utilized for research purposes, the discovery of new drugs and vaccines, the…
jetcityimage Investment Thesis Thermo Fisher (NYSE:TMO) has consistently outperformed the market and has now established a revenue base that is largely recurring and predictable. In this article, I would like to discuss the business model, provide an overview of its capital allocation policy, and finally, I will perform a valuation. This valuation has led me…