GH vs TMO Stock Comparison: AI Score, Valuation, Performance and Upside
GH (Guardant Health) is a pure-play liquid biopsy oncology company with Guardant360 for therapy selection, Shield for colorectal screening, and Reveal for MRD monitoring, while TMO (Thermo Fisher) is the global life science tools leader with significant but non-pure-play oncology genomics capabilities. Guardant is the focused liquid biopsy oncology bet; Thermo Fisher provides broader oncology research infrastructure at scale.
GH vs TMO is focused liquid biopsy oncology platform (Guardant's clinical testing for cancer therapy selection and early detection) versus broad life science tools infrastructure with oncology capabilities embedded (Thermo Fisher's comprehensive tools ecosystem touching cancer at multiple levels).
GH and TMO are closely matched — they split the tracked metrics evenly. GH leads on both 1-year return (+160.59%) and forward P/E (-248.51x vs 17.22x for TMO), a relatively favorable combination of momentum and valuation. Analyst consensus implies meaningfully more upside for TMO (+27.67%) than for GH (+7.59%).
- →Want a focused liquid biopsy oncology company with leading clinical validation in comprehensive genomic profiling (Guardant360) and a potentially large colorectal screening opportunity (Shield)
- →Value Guardant's pharmaceutical services business as creating a recurring revenue stream from pharma companies using Guardant's platform for companion diagnostic development
- →See blood-based cancer screening (Shield) as a secular opportunity if FDA approval translates into insurance coverage and replaces or complements colonoscopy in colorectal cancer screening
- →Want the world's largest life science tools company with oncology exposure as part of a diversified platform rather than a pure-play liquid biopsy concentration
- →Value Thermo Fisher's comprehensive genomic tools, pharma services, and companion diagnostic capabilities as serving oncology drug development at scale alongside other life science applications
- →Prefer diversified life science exposure with oncology embedded rather than the concentrated liquid biopsy risk of dedicated companies like Guardant or Natera
| Metric | GH | TMO |
|---|---|---|
| AI score | 49.0 | 51.1 |
| AI rank | #530 | #392 |
| Latest close | $131.78 | $464.61 |
| 1M return | +34.21% | +3.75% |
| 6M return | +35.20% | -17.41% |
| 1Y return | +160.59% | +19.05% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | GH | TMO |
|---|---|---|
| 1Y ago | $26.06K (+160.6%) started 2025-06-18 | $11.84K (+18.4%) started 2025-06-18 |
| 5Y ago | $10.96K (+9.6%) started 2021-06-18 | $9.79K (-2.1%) started 2021-06-21 |
| 10Y ago | $40.93K (+309.3%) started 2018-10-04 | $32.85K (+228.5%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | GH | TMO |
|---|---|---|
| Market cap | $17.47B | $174.42B |
| Trailing P/E | N/A | 25.77 |
| Forward P/E | -248.51 | 17.22 |
| Price/Sales | 16.18 | 3.54 |
| EV/Revenue | 16.19 | 4.75 |
| Analyst target | $141.78 | $599.19 |
| Target upside | +7.59% | +27.67% |
| Metric | GH | TMO |
|---|---|---|
| Revenue growth | 48.30% | 6.20% |
| Earnings growth | N/A | 11.30% |
| EPS growth | N/A | +11.30% |
| FCF margin | -7.91% | +12.21% |
| Operating margin | N/A | 17.89% |
| Profit margin | -40.10% | 15.15% |
| ROIC proxy | N/A | 13.52% |
| Return on equity | N/A | 13.52% |
| Dividend yield | 0.00% | 0.40% |
| Beta | 1.62 | 0.87 |
| Debt/equity | N/A | 82.90 |
| Current ratio | 4.68 | 1.53 |
| Quick ratio | 4.25 | 0.97 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | GH | TMO |
|---|---|---|---|
| 1Y | Growth | +160.59% | +18.35% |
| CAGR | +160.76% | +18.38% | |
| Sharpe ratio | 1.86 | 0.55 | |
| Max drawdown | 32.98% | 31.45% | |
| Max daily drop | 9.83% | 9.20% | |
| Max wkly drop | 16.23% | 11.02% | |
| 5Y | Growth | +9.63% | -3.02% |
| CAGR | +1.86% | -0.61% | |
| Sharpe ratio | 0.30 | -0.05 | |
| Max drawdown | 87.84% | 41.02% | |
| Max daily drop | 27.14% | 9.20% | |
| Max wkly drop | 50.76% | 13.18% | |
| 10Y | Growth | +309.25% | +220.72% |
| CAGR | +20.07% | +12.37% | |
| Sharpe ratio | 0.54 | 0.40 | |
| Max drawdown | 91.03% | 41.02% | |
| Max daily drop | 27.14% | 9.20% | |
| Max wkly drop | 50.76% | 13.18% |
| Category | GH | TMO |
|---|---|---|
| Company | Guardant Health, Inc. | Thermo Fisher Scientific Inc. |
| Sector | Healthcare - Liquid Biopsy Oncology | Healthcare |
| Industry | N/A | Diagnostics & Research |
| Core business | Guardant Health develops liquid biopsy tests for cancer management — including Guardant360 (comprehensive genomic profiling for therapy selection in advanced cancer), Shield (colorectal cancer early detection blood test), and Guardant Reveal (MRD monitoring) — with clinical laboratory operations and a growing pharmaceutical services business. | Thermo Fisher Scientific is the world's largest life science tools company with significant oncology genomics capabilities — including Oncomine cancer research panels, Genexus comprehensive genomic profiling systems for labs, KRAS and EGFR companion diagnostic tests, and enabling technologies for cancer research globally. |
| Investor focus | Investors track Guardant360 volume and revenue, Shield colorectal cancer screening test adoption following FDA approval, pharma partner services growth, and Guardant Reveal MRD test development and commercialization. | Investors track Thermo Fisher's core revenue growth across Life Science Solutions, Analytical Instruments, Lab Products, and Pharma Services, with oncology representing a component of overall pharma and research spending captured across multiple product lines. |
- →Guardant360 is the leading commercial liquid biopsy test for comprehensive genomic profiling of solid tumors — identifying actionable mutations to match cancer patients with targeted therapies and immunotherapies
- →Shield received FDA approval as a blood-based alternative to colonoscopy for colorectal cancer screening — opening a large-scale screening market if insurance coverage follows
- →Pharmaceutical services business generates recurring revenue from oncology drug developers using Guardant's liquid biopsy technology for companion diagnostics and clinical trial patient selection
- →Comprehensive oncology tools ecosystem — Thermo Fisher's Oncomine panels, Ion Torrent sequencing, and companion diagnostic capabilities serve the research and clinical oncology laboratory market at scale
- →Pharma services (CRO/CDMO) business includes extensive oncology drug development services — providing clinical trial testing, biomarker assessment, and manufacturing scale-up for oncology therapeutics
- →Scale and infrastructure advantages in onboarding oncology tests into hospital laboratory systems through established commercial relationships with hospital systems and pathology labs
- →Shield colorectal screening test requires insurance coverage to achieve volume at scale — Medicaid, Medicare, and commercial payer coverage decisions are critical for Shield's commercial potential
- →Competition in liquid biopsy oncology from Natera (Signatera), Foundation Medicine (Roche), and others applies pressure on Guardant360 market share and pricing
- →Guardant Health is not yet profitable — the company requires continued revenue growth from Guardant360 and Shield to cover its significant operating cost base
- →Thermo Fisher's oncology testing is not a pure-play liquid biopsy focused business — it spans many testing modalities and cancer types within a much broader life science tools context
- →Dedicated liquid biopsy pure-plays like Guardant Health and Natera have deeper clinical validation and oncology-specific commercial teams compared to Thermo Fisher's broader positioning
- →Comprehensive genomic profiling competitors include Foundation Medicine (owned by Roche) with its FoundationOne test — established competition in both tissue and liquid CGP testing
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