Compare StocksLOW vs TMO

Lowe's Companies, Inc. (LOW) vs Thermo Fisher Scientific Inc. (TMO): Which Is the Better Buy in 2026?

As of 2026-06-19, LOW is overvalued at $222, with a DCF intrinsic value of $182 and a margin of safety of -22%. TMO is overvalued at $465, with an intrinsic value of $407 and a margin of safety of -14%. Of the two, TMO has the wider margin of safety.

LOW
Lowe's Companies, Inc.
$222.20
VS
TMO
Thermo Fisher Scientific Inc.
$464.61

Rewards

LOW
  • Lowe's Companies, Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • Lowe's Companies, Inc. scores 80/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
TMO
  • Trailing P/E of 25.5x is 21% below the historical average of 32.3x — potentially undervalued relative to its own history.
  • Altman Z-Score of 3.85 indicates very low bankruptcy risk — the company is firmly in the safe zone.

Risks

LOW
  • Each dollar of retained earnings has produced only $0.05 of earning power — shareholders may have been better served by dividends.
  • FCF yield of 6.1% suggests reasonable valuation assuming continued moderate growth.
  • Beneish M-Score of 8.81 flags financial patterns consistent with potential earnings manipulation — warrants further investigation.
TMO
  • 21 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.

Key Valuation Metrics

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LOW
TMO
Valuation
$7.65B
Free Cash Flow
$5.52B
6.14%
FCF Yield
3.20%
18.78
Trailing P/E
25.53
16.49
Forward P/E
17.05
Quality & Moat
18.17%
ROIC
6.71%
N/A
ROE
13.52%
33.29%
Gross Margin
40.93%
1.46
PEG Ratio
1.55
Balance Sheet Safety
N/A
Net Debt / Equity
0.77
N/A
Interest Coverage
N/A
3.32
Net Debt / EBITDA
3.53
2.23%
Dividend Yield
0.40%
LOW: 7Ties: 2TMO: 1
LOWTMO

Historical Fundamentals

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LOW

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

TMO

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS.

$1 Retained Earnings Test

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LOW
$-0.67
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$13.60B
Δ Market Cap
$-9.11B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
TMO
$0.17
created per $1 retained over 3 years
Value Destroyer
Σ Retained
$17.29B
Δ Market Cap
+$2.95B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

Discounted Cash Flow (DCF) Analysis

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LOW
22.0% Overvalued
Price is 22.0% above estimated fair value
Current Price: $222.20
Fair Value: $182.09
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TMO
14.3% Overvalued
Price is 14.3% above estimated fair value
Current Price: $464.61
Fair Value: $406.54
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued

Reverse DCF — Market-Implied Growth

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LOW

What growth rate is the market pricing in at $222?

+10.7%
Market-Implied Owner Earnings Growth
Standard FCF implies +8.8%

The market implies +10.7% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +8.8%, reflecting heavy growth investment.

TMO

What growth rate is the market pricing in at $465?

+11.6%
Market-Implied Owner Earnings Growth
Standard FCF implies +16.6%

The market implies +11.6% Owner Earnings growth, above historical trends.

Standard FCF implies a demanding +16.6%, reflecting heavy growth investment.

Economic Moat Score

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LOW
80/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None

Wide moat with strength across all dimensions. Margin Stability is the standout factor.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
TMO
60/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None

Narrow moat with margin stability as the key competitive advantage. Improving roic consistency would strengthen the moat.

Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

Forensic Accounting

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LOW
8.81
Likely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
TMO
-2.47
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

M-Score Trend

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

Ownership Breakdown

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LOW
Insiders 0.1%Institutions 81.3%Retail & Other 18.6%
No. of Institutional Holders3,367
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
TMO
Insiders 0.2%Institutions 94.3%Retail & Other 5.6%
No. of Institutional Holders3,536
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

Insider Buying Activity

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LOW
0
Buys (3M)
1
Buys (12M)
Total value (12M): $231,063
SIMKINS LAWRENCE
Director
$231,063
@ $231.06 · 2025-11-24
SIMKINS LAWRENCE
Director
$245,532
@ $245.53 · 2024-12-20
Open market purchases · includes direct & indirect ownership · excludes option exercises
TMO
0
Buys (3M)
0
Buys (12M)
CHAI NELSON J
Director
$11,038
@ $551.90 · 2024-12-09
Open market purchases · includes direct & indirect ownership · excludes option exercises

Open market purchases · includes direct & indirect ownership · excludes option exercises.

Insider Selling Activity

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LOW
0
Sells (3M)
6
Sells (12M)
Total value (12M): $32.32M
VANCE QUONTA D
Officer
$2.67M
@ $257.54 · 2026-03-04
ELLISON MARVIN R
Chief Executive Officer
$4.70M
@ $261.17 · 2026-01-09
MCFARLAND JOSEPH MICHAEL III
Officer
$11.94M
@ $272.60 · 2025-09-11
SINK BRANDON J.
Chief Financial Officer
$2.20M
@ $268.58 · 2025-09-05
PRYOR JULIETTE WILLIAMS
Officer
$238,939
@ $257.20 · 2025-08-26
ELLISON MARVIN R
Chief Executive Officer
$10.56M
@ $264.10 · 2025-08-20
DUPRE JANICE M.
Officer
$350,039
@ $224.38 · 2025-06-10
PRYOR JULIETTE WILLIAMS
Officer
$257,077
@ $227.50 · 2025-06-03
VANCE QUONTA D
Officer
$1.97M
@ $274.37 · 2024-11-27
MCFARLAND JOSEPH MICHAEL III
Officer
$1.08M
@ $270.74 · 2024-10-03
GODBOLE SEEMANTINI P
Chief Technology Officer
$7.12M
@ $271.73 · 2024-10-03
VAGELL MARGRETHE R
Officer
$1.56M
@ $271.45 · 2024-10-02
GRIGGS DAN CLAYTON JR.
Officer
$1.68M
@ $248.82 · 2024-09-12
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
TMO
1
Sells (3M)
21
Sells (12M)
Total value (12M): $110.57M
PETTITI GIANLUCA
President
$185,064
@ $462.66 · 2026-04-27
SHAFER MICHAEL D
Officer
$802,536
@ $499.40 · 2026-03-11
CASPER MARC N
Chief Executive Officer
$2.06M
@ $514.82 · 2026-03-05
CASPER MARC N
Chief Executive Officer
$5.08M
@ $507.75 · 2026-03-04
PETTITI GIANLUCA
Officer
$216,480
@ $541.20 · 2026-02-09
LAGARDE MICHEL
Chief Operating Officer
$12.42M
@ $563.56 · 2025-12-04
LAGARDE MICHEL
Chief Operating Officer
$36.13M
@ $582.68 · 2025-12-03
LOWERY FREDERICK M.
Officer
$8.15M
@ $589.81 · 2025-12-02
SHAFER MICHAEL D
Officer
$6.43M
@ $600.00 · 2025-11-25
LAGARDE MICHEL
Chief Operating Officer
$2.76M
@ $594.42 · 2025-11-13
BRITT LISA P
Officer
$622,136
@ $588.59 · 2025-11-12
PETTITI GIANLUCA
Officer
$1.73M
@ $580.00 · 2025-11-10
BRITT LISA P
Officer
$5.84M
@ $571.62 · 2025-11-07
CASPER MARC N
Chief Executive Officer
$13.91M
@ $571.33 · 2025-10-27
PETTITI GIANLUCA
Officer
$229,660
@ $574.15 · 2025-10-24
CASPER MARC N
Chief Executive Officer
$200,201
@ $500.50 · 2025-09-05
HOLMES JOSEPH R.
Officer
$189,662
@ $492.63 · 2025-08-29
CASPER MARC N
Chief Executive Officer
$5.01M
@ $500.96 · 2025-08-22
CASPER MARC N
Chief Executive Officer
$248,046
@ $500.09 · 2025-08-20
CASPER MARC N
Chief Executive Officer
$8.15M
@ $452.99 · 2025-08-07
PETTITI GIANLUCA
Officer
$191,992
@ $479.98 · 2025-07-25
PETTITI GIANLUCA
Officer
$164,444
@ $411.11 · 2025-05-12
PETTITI GIANLUCA
Officer
$128,979
@ $429.93 · 2025-04-28
BOXER MICHAEL A
General Counsel
$2.01M
@ $532.59 · 2025-03-10
CASPER MARC N
Chief Executive Officer
$9.33M
@ $518.16 · 2025-03-05
SHAFER MICHAEL D
Officer
$945,038
@ $530.92 · 2025-03-03
LOWERY FREDERICK M.
Officer
$9.73M
@ $531.81 · 2025-02-24
CHAI NELSON J
Director
$8,449
@ $528.06 · 2025-02-19
WILLIAMSON STEPHEN
Chief Financial Officer
$11.58M
@ $589.36 · 2025-02-04
PETTITI GIANLUCA
Officer
$175,677
@ $585.59 · 2025-02-04
CASPER MARC N
Chief Executive Officer
$10.62M
@ $531.23 · 2024-12-03
CASPER MARC N
Chief Executive Officer
$3.26M
@ $557.89 · 2024-11-01
CASPER MARC N
Chief Executive Officer
$11.01M
@ $550.51 · 2024-10-31
CASPER MARC N
Chief Executive Officer
$11.05M
@ $552.46 · 2024-10-29
PETTITI GIANLUCA
Officer
$168,048
@ $560.16 · 2024-10-25
BOXER MICHAEL A
General Counsel
$1.12M
@ $560.16 · 2024-10-25
CASPER MARC N
Chief Executive Officer
$12.17M
@ $608.45 · 2024-09-04
CASPER MARC N
Chief Executive Officer
$6.17M
@ $617.21 · 2024-07-31
CASPER MARC N
Chief Executive Officer
$9.88M
@ $606.12 · 2024-07-30
PETTITI GIANLUCA
Officer
$180,255
@ $600.85 · 2024-07-26
HOLMES JOSEPH R.
Officer
$525,484
@ $611.03 · 2024-07-26
BRITT LISA P
Officer
$2.22M
@ $613.02 · 2024-07-26
BOXER MICHAEL A
General Counsel
$1.20M
@ $600.85 · 2024-07-26
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

🎭 Mr. Market's Mood

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LOW
FearGreed
😐Neutral(47/100)

"Market is pricing this stock without strong emotion in either direction"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
TMO
FearGreed
😨Fear(40/100)

"Market is pessimistic — investigate whether fears are temporary or structural"

Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

⚖️ Buffett Signal

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LOW
Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Neutral (47)
TMO
Awaiting DCF Data

The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

DCF Margin of Safety: N/AMr. Market's Mood: Fear (40)
View LOW Full AnalysisView TMO Full Analysis

Frequently Asked Questions: LOW vs TMO

Is Lowe's Companies, Inc. or Thermo Fisher Scientific Inc. more undervalued in 2026?

Based on our discounted cash flow model, TMO trades at a -14.3% margin of safety (intrinsic value $407 vs. price $465), compared to LOW's -22.0% margin of safety (intrinsic $182 vs. $222).

Which stock has a wider economic moat, Lowe's Companies, Inc. or Thermo Fisher Scientific Inc.?

LOW scores 80/100 (Wide moat), while TMO scores 60/100 (Narrow moat). The moat score measures competitive advantage durability across ROIC consistency, margin stability, revenue predictability, and reinvestment efficiency.

Which company has better free cash flow, Lowe's Companies, Inc. or Thermo Fisher Scientific Inc.?

Lowe's Companies, Inc. (LOW) generates a 6.1% free cash flow yield, compared to Thermo Fisher Scientific Inc.'s 3.2%. A higher FCF yield means the business converts more of its market value into cash that can be returned to shareholders or reinvested.

Which stock has higher return on invested capital, Lowe's Companies, Inc. or Thermo Fisher Scientific Inc.?

LOW earns 18.2% ROIC versus TMO's 6.7%. A higher ROIC means the company generates more profit per dollar of capital employed, a hallmark of durable competitive advantage in Buffett-style analysis.

Which dividend is safer, Lowe's Companies, Inc.'s or Thermo Fisher Scientific Inc.'s?

TMO's dividend earns a safety score of 94/100 (Very Safe), compared to LOW's 94/100 (Very Safe). TMO has raised its dividend for 3 consecutive years.

Does Lowe's Companies, Inc. have accounting red flags?

LOW's Beneish M-Score of 8.8 flags it as a likely earnings manipulator (above the -1.78 threshold). By contrast, TMO scores -2.5, within the normal range. The Beneish model detects aggressive accounting through eight financial ratios.