SOPH vs TMO vs DHR vs ILMN

For growth investors, SOPHiA GENETICS S.

A. (SOPH) is the stronger pick with 18. 6% revenue growth year-over-year, versus -0. 8% for Illumina, Inc. (ILMN). Illumina, Inc. (ILMN) offers the better valuation at 25. 5x trailing P/E (26. 8x forward), making it the more compelling value choice. Analysts rate SOPHiA GENETICS S. A. (SOPH) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Illumina, Inc.

(ILMN) is the cheapest at 25. 5x versus Danaher Corporation at 34. 9x. On forward P/E, Thermo Fisher Scientific Inc. is actually cheaper at 19. 1x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Illumina, Inc. wins at 6. 33x versus Danaher Corporation's 34. 35x.

Over the past 5 years, Thermo Fisher Scientific Inc.

(TMO) delivered a total return of +2. 8%, compared to -67. 8% for SOPHiA GENETICS S. A. (SOPH). Over 10 years, the gap is even starker: TMO returned +229. 1% versus SOPH's -67. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Danaher Corporation (DHR) is the lower-risk stock at 0.

94β versus SOPHiA GENETICS S. A. 's 1. 27β — meaning SOPH is approximately 35% more volatile than DHR relative to the S&P 500. On balance sheet safety, Danaher Corporation (DHR) carries a lower debt/equity ratio of 35% versus 134% for SOPHiA GENETICS S. A. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), SOPHiA GENETICS S.

A. (SOPH) is pulling ahead at 18. 6% versus -0. 8% for Illumina, Inc. (ILMN). On earnings-per-share growth, the picture is similar: Illumina, Inc. grew EPS 170. 9% year-over-year, compared to -23. 2% for SOPHiA GENETICS S. A.. Over a 3-year CAGR, SOPH leads at 17. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Illumina, Inc.

(ILMN) is the more profitable company, earning 19. 6% net margin versus -102. 2% for SOPHiA GENETICS S. A. — meaning it keeps 19. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DHR leads at 20. 9% versus -91. 8% for SOPH. At the gross margin level — before operating expenses — ILMN leads at 66. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Illumina, Inc. (ILMN) is the more undervalued stock at a PEG of 6. 33x versus Danaher Corporation's 34. 35x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Thermo Fisher Scientific Inc. (TMO) trades at 19. 1x forward P/E versus 26. 8x for Illumina, Inc. — 7. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for DHR: 40. 6% to $247. 00.

In this comparison, DHR (0.

7% yield), TMO (0. 4% yield) pay a dividend. SOPH, ILMN do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Danaher Corporation (DHR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

94), 0. 7% yield, +219. 3% 10Y return). Both have compounded well over 10 years (DHR: +219. 3%, SOPH: -67. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: SOPH is a small-cap high-growth stock; TMO is a mid-cap quality compounder stock; DHR is a mid-cap quality compounder stock; ILMN is a mid-cap quality compounder stock. DHR pays a dividend while SOPH, TMO, ILMN do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.