What changed
$TMO — BUY 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $11.0B | EPS $5.44 vs $5.24 🟢 | Margin 21.8%
💡 Consensus models low single-digit growth and steady margins; our variant view is that the PPI Business System and new product launches will produce 5–7% EPS upside over the next year, and a re-acceleration in organic growth will close the valuation gap.
📉 Reward/risk: 2.07:1
🏢 Business Quality: 9/10 - Diversified leader with strong moat, recurring consumables/service revenue, and consistent margin execution.
📊 Valuation: cheap — NTM P/E 18.9x vs. 5-year median 24x and peer avg 22x; EV/EBITDA 16.6x vs.
🔮 Catalyst: Q2 FY26 earnings report
💰 Entry: $469.35, stop $440, target $530
⚖️ Buy TMO for undervalued quality: 18.9x NTM P/E vs. historical 24x median, with Q2 catalyst likely to drive re-rating; risk/reward 2:1.
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/TMO0612