6Mes·

ThermoFisher laboratory supplier, the ASML of the healthcare industry?

Thermo Fisher Scientific is a leader in life science technology, offering a broad range of products and services for research, diagnostics and manufacturing in healthcare, life sciences and other industries. The company has a strong market position and is experiencing continuous growth.


These include instruments, consumables, reagents, software and services for research, diagnostics and production in healthcare, life sciences and other industries. The company offers solutions for the analysis of DNA, RNA, proteins, cells, drugs, etc.

Thermo Fisher is known for its high-quality products and its commitment to advancing scientific discovery and progress. In 2023, research and development spending amounted to $1.5 billion, approximately 3.2% of annual sales.

Virtually every laboratory works with Thermo Fisher products. Its customer base includes over 400,000 laboratories, ranging from small research institutions to large pharmaceutical companies.

Thermo Fisher Scientific brands include Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific and Unity Lab Services.


Market capitalization: ~€200 billion

Sales: $43 billion /2023

P/E RATIO: 36

Dividend yield: 0.252% Quarterly dividend growth: 10% over 10 years

Sales by region:

53% USA

25% Europe

18% Asia-Pacific

Employees: <100,000

Return 20 years: 1,837.83%


Future opportunities:

- Continuous sales and growth

- Healthcare industry trend: ThermoFisher is well positioned and will benefit from new technologies [e.g. AI-supported data analysis]

- Innovation leader: Investments in research and development strengthen and maintain ThermoFisher's market position

- Global demand, highly diversified product range


What do you think about Thermo Fisher?

I have a long-term holding in the portfolio myself. TF is the market leader and cannot be overtaken or replaced so quickly. When it comes to healthcare research, TF is directly and indirectly involved. People are becoming more numerous, older and sicker. This means that growth will not slow down for the time being.


https://ir.thermofisher.com/investors/overview/default.aspx


#thermofisher
$TMO (+0,81%)
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6 Commenti

immagine del profilo
I've just heard that they're having service problems. Hmmm... where did I hear that from? No or bad service equals no investment!
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