TWST
Twist Bioscience Corporation
Medical - Diagnostics & Research
Market Cap$3.65B
5Y Perf.+54.3%
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Stock Comparison
TWST vs TMO
Revenue, margins, valuation, and 5-year total return — side by side.
TMO
Thermo Fisher Scientific Inc.
Medical - Diagnostics & Research
Market Cap$176.36B
5Y Perf.+35.9%
TWST vs TMO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | TWST | TMO |
|---|---|---|
| Industry | Medical - Diagnostics & Research | Medical - Diagnostics & Research |
| Market Cap | $3.65B | $176.36B |
| Revenue (TTM) | $409M | $45.20B |
| Net Income (TTM) | $-81M | $6.86B |
| Gross Margin | 52.1% | 39.4% |
| Operating Margin | -33.9% | 17.8% |
| Forward P/E | — | 19.1x |
| Total Debt | $137M | $40.85B |
| Cash & Equiv. | $183M | $9.86B |
TWST vs TMO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
TWST
TMO
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Twist Bioscience Co… (TWST) | 100 | 154.3 | +54.3% |
| Thermo Fisher Scien… (TMO) | 100 | 135.9 | +35.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TWST vs TMO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: TMO leads in 4 of 6 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Twist Bioscience Corporation is the stronger pick specifically for growth and revenue expansion and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
TWST
Twist Bioscience Corporation
The Growth Play
TWST is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 20.3%, EPS growth 63.9%, 3Y rev CAGR 22.8%
- 318.1% 10Y total return vs TMO's 229.1%
- Lower volatility, beta 2.47, Low D/E 29.0%, current ratio 3.64x
Best for: growth exposure and long-term compounding
TMO
Thermo Fisher Scientific Inc.
The Income Pick
TMO carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 8 yrs, beta 1.10, yield 0.4%
- Beta 1.10, yield 0.4%, current ratio 1.89x
- 15.2% margin vs TWST's -19.8%
Best for: income & stability and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | TWST | 20.3% revenue growth vs TMO's 3.9% |
| Quality / Margins | TMO | 15.2% margin vs TWST's -19.8% |
| Stability / Safety | TMO | Beta 1.10 vs TWST's 2.47 |
| Dividends | TMO | 0.4% yield; 8-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | TWST | +78.6% vs TMO's +16.8% |
| Efficiency (ROA) | TMO | 6.4% ROA vs TWST's -12.5%, ROIC 7.5% vs -26.9% |
TWST vs TMO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
TWST vs TMO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTMOLAGGINGTWST
TWSTTwist Bioscience Corp…
1leads
TMOThermo Fisher Scienti…
3leads
6 Total Categories
CATEGORYLEADERvs TWSTMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TMO4/6
Valuation MetricsMultiples, price ratios, and targets
TMO2/3
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
TMO5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
TWST5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
TMO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TMO is the larger business by revenue, generating $45.2B annually — 110.4x TWST's $409M. TMO is the more profitable business, keeping 15.2% of every revenue dollar as net income compared to TWST's -19.8%. On growth, TWST holds the edge at +19.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | TWSTTwist Bioscience … | TMOThermo Fisher Sci… |
|---|---|---|
| RevenueTrailing 12 months | $409M | $45.2B |
| EBITDAEarnings before interest/tax | -$115M | $10.5B |
| Net IncomeAfter-tax profit | -$81M | $6.9B |
| Free Cash FlowCash after capex | -$95M | $6.7B |
| Gross MarginGross profit ÷ Revenue | +52.1% | +39.4% |
| Operating MarginEBIT ÷ Revenue | -33.9% | +17.8% |
| Net MarginNet income ÷ Revenue | -19.8% | +15.2% |
| FCF MarginFCF ÷ Revenue | -23.2% | +14.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +19.3% | +6.2% |
| EPS Growth (YoY)Latest quarter vs prior year | -7.6% | +11.3% |
TMO leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
TMO leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | TWSTTwist Bioscience … | TMOThermo Fisher Sci… |
|---|---|---|
| Market CapShares × price | $3.6B | $176.4B |
| Enterprise ValueMkt cap + debt − cash | $3.6B | $207.4B |
| Trailing P/EPrice ÷ TTM EPS | -45.03x | 26.75x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 19.11x |
| PEG RatioP/E ÷ EPS growth rate | — | 12.67x |
| EV / EBITDAEnterprise value multiple | — | 19.04x |
| Price / SalesMarket cap ÷ Revenue | 9.68x | 3.96x |
| Price / BookPrice ÷ Book value/share | 7.40x | 3.34x |
| Price / FCFMarket cap ÷ FCF | — | 28.02x |
TMO leads this category, winning 2 of 3 comparable metrics.
Profitability & Efficiency
TMO leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
TMO delivers a 13.2% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $-17 for TWST. TWST carries lower financial leverage with a 0.29x debt-to-equity ratio, signaling a more conservative balance sheet compared to TMO's 0.76x. On the Piotroski fundamental quality scale (0–9), TMO scores 6/9 vs TWST's 4/9, reflecting solid financial health.
| Metric | TWSTTwist Bioscience … | TMOThermo Fisher Sci… |
|---|---|---|
| ROE (TTM)Return on equity | -17.5% | +13.2% |
| ROA (TTM)Return on assets | -12.5% | +6.4% |
| ROICReturn on invested capital | -26.9% | +7.5% |
| ROCEReturn on capital employed | -24.9% | +9.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.29x | 0.76x |
| Net DebtTotal debt minus cash | -$46M | $31.0B |
| Cash & Equiv.Liquid assets | $183M | $9.9B |
| Total DebtShort + long-term debt | $137M | $40.9B |
| Interest CoverageEBIT ÷ Interest expense | — | 5.89x |
TMO leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
TWST leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TMO five years ago would be worth $10,283 today (with dividends reinvested), compared to $5,015 for TWST. Over the past 12 months, TWST leads with a +78.6% total return vs TMO's +16.8%. The 3-year compound annual growth rate (CAGR) favors TWST at 63.5% vs TMO's -4.0% — a key indicator of consistent wealth creation.
| Metric | TWSTTwist Bioscience … | TMOThermo Fisher Sci… |
|---|---|---|
| YTD ReturnYear-to-date | +80.7% | -19.8% |
| 1-Year ReturnPast 12 months | +78.6% | +16.8% |
| 3-Year ReturnCumulative with dividends | +336.9% | -11.7% |
| 5-Year ReturnCumulative with dividends | -49.9% | +2.8% |
| 10-Year ReturnCumulative with dividends | +318.1% | +229.1% |
| CAGR (3Y)Annualised 3-year return | +63.5% | -4.0% |
TWST leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — TWST and TMO each lead in 1 of 2 comparable metrics.
Risk & Volatility
TMO is the less volatile stock with a 1.10 beta — it tends to amplify market swings less than TWST's 2.47 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TWST currently trades 88.7% from its 52-week high vs TMO's 73.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TWSTTwist Bioscience … | TMOThermo Fisher Sci… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.47x | 1.10x |
| 52-Week HighHighest price in past year | $66.00 | $643.99 |
| 52-Week LowLowest price in past year | $23.30 | $385.46 |
| % of 52W HighCurrent price vs 52-week peak | +88.7% | +73.7% |
| RSI (14)Momentum oscillator 0–100 | 57.0 | 43.1 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 1.9M |
Evenly matched — TWST and TMO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates TWST as "Buy" and TMO as "Buy". Consensus price targets imply 38.0% upside for TMO (target: $655) vs -15.4% for TWST (target: $50). TMO is the only dividend payer here at 0.36% yield — a key consideration for income-focused portfolios.
| Metric | TWSTTwist Bioscience … | TMOThermo Fisher Sci… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $49.50 | $654.67 |
| # AnalystsCovering analysts | 13 | 42 |
| Dividend YieldAnnual dividend ÷ price | — | +0.4% |
| Dividend StreakConsecutive years of raises | — | 8 |
| Dividend / ShareAnnual DPS | — | $1.69 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +1.7% |
Insufficient data to determine a leader in this category.
Key Takeaway
TMO leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). TWST leads in 1 (Total Returns). 1 tied.
Best OverallThermo Fisher Scientific In… (TMO)Leads 3 of 6 categories
Loading custom metrics...
TWST vs TMO: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is TWST or TMO a better buy right now?
For growth investors, Twist Bioscience Corporation (TWST) is the stronger pick with 20.
3% revenue growth year-over-year, versus 3. 9% for Thermo Fisher Scientific Inc. (TMO). Thermo Fisher Scientific Inc. (TMO) offers the better valuation at 26. 8x trailing P/E (19. 1x forward), making it the more compelling value choice. Analysts rate Twist Bioscience Corporation (TWST) a "Buy" — based on 13 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.
02Which is the better long-term investment — TWST or TMO?
Over the past 5 years, Thermo Fisher Scientific Inc.
(TMO) delivered a total return of +2. 8%, compared to -49. 9% for Twist Bioscience Corporation (TWST). Over 10 years, the gap is even starker: TWST returned +318. 1% versus TMO's +229. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — TWST or TMO?
By beta (market sensitivity over 5 years), Thermo Fisher Scientific Inc.
(TMO) is the lower-risk stock at 1. 10β versus Twist Bioscience Corporation's 2. 47β — meaning TWST is approximately 126% more volatile than TMO relative to the S&P 500. On balance sheet safety, Twist Bioscience Corporation (TWST) carries a lower debt/equity ratio of 29% versus 76% for Thermo Fisher Scientific Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — TWST or TMO?
By revenue growth (latest reported year), Twist Bioscience Corporation (TWST) is pulling ahead at 20.
3% versus 3. 9% for Thermo Fisher Scientific Inc. (TMO). On earnings-per-share growth, the picture is similar: Twist Bioscience Corporation grew EPS 63. 9% year-over-year, compared to 7. 3% for Thermo Fisher Scientific Inc.. Over a 3-year CAGR, TWST leads at 22. 8% 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.
05Which has better profit margins — TWST or TMO?
Thermo Fisher Scientific Inc.
(TMO) is the more profitable company, earning 15. 1% net margin versus -20. 6% for Twist Bioscience Corporation — meaning it keeps 15. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TMO leads at 18. 2% versus -36. 2% for TWST. At the gross margin level — before operating expenses — TWST leads at 50. 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.
06Is TWST or TMO more undervalued right now?
Analyst consensus price targets imply the most upside for TMO: 38.
0% to $654. 67.
07Which pays a better dividend — TWST or TMO?
In this comparison, TMO (0.
4% yield) pays a dividend. TWST does not pay a meaningful dividend and should not be held primarily for income.
08Is TWST or TMO better for a retirement portfolio?
For long-horizon retirement investors, Thermo Fisher Scientific Inc.
(TMO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 10), +229. 1% 10Y return). Twist Bioscience Corporation (TWST) carries a higher beta of 2. 47 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TMO: +229. 1%, TWST: +318. 1%), 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.
09What are the main differences between TWST and TMO?
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: TWST is a small-cap high-growth stock; TMO is a mid-cap quality compounder stock. 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.
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