TMO
Thermo Fisher Scientific Inc.
Healthcare
12/09/2014
Presented
| Date | 12/02/2014 |
| Price | $128.80 |
| Market Cap | $51.50B |
| Ent Value | $65.46B |
| P/E Ratio | 31.07x |
| Book Value | $51.27 |
| Div Yield | 0.5% |
| Shares O/S | 400.03M |
| Ave Daily Vol | 1,900,000 |
| Short Int | 0.78% |
Current
| Price | $600.52 |
| Market Cap | $229.40B |
| Thermo Fisher Scientific Inc. provides analytical instruments, equipment, reagents and consumables, software, and services for research, manufacturing, analysis, discovery, and diagnostics in the United States and internationally. It operates in three segments: Analytical Technologies; Specialty Diagnostics; and Laboratory Products and Services. The Analytical Technologies segment offers instruments, reagents, consumables, software, and services for applications in the laboratory, on the production line, and in the field. It serves pharmaceutical, biotechnology, academic, government, environmental, and other research and industrial markets, as well as the clinical laboratory. The Specialty Diagnostics segment provides various diagnostic test kits, reagents, culture media, instruments, and associated products for customers in healthcare, clinical, pharmaceutical, industrial, and food safety laboratories. This segment offers blood-test systems to support the clinical diagnosis and monitoring of allergy, asthma, and autoimmune diseases; liquid, ready-to-use, and lyophilized immunodiagnostic reagent kits, calibrators, controls, and calibration verification fluids; human leukocyte antigen typing and testing for the organ transplant; dehydrated and prepared culture media, collection and transport systems, instrumentation, and consumables; and products for cancer diagnosis and medical research in histology, cytology, and hematology applications. The Laboratory Products and Services segment offers sample preparation and preservation equipment, cold storage equipment, centrifugation products, biological safety cabinets, temperature control products, water analysis instruments, and other laboratory equipment, as well as laboratory consumables, research and safety market solutions, and biopharma services. The company has a strategic collaboration with Samsung Electronics Co. Ltd. Thermo Fisher Scientific Inc. was founded in 1956 and is headquartered in Waltham, Massachusetts. |
Publically traded companies mentioned herein: Thermo Fisher Scientific Inc. (TMO), Agilent (A), Waters (WAT) and Sigma-Aldrich (SIAL)
Highlights
Thermo Fisher is the dominant player in the life sciences/ tools space, a nearly $100 billion addressable market growing at 3-5% annually. The company appears well positioned in both the core instruments and lab areas, continuing to take share from competitors including Agilent (A) and Waters (WAT). Over 70% of the company’s business is comprised of consumables, resulting in a model that is more defensive and recurring in nature in tougher environments. The presenter, however, sees the stock as particularly interesting now in view of his belief that the company appears poised to begin redeploying capital sooner than expected.
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