AAPL vs JNJ: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Johnson & Johnson β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-13.
Apple Inc. Β· Technology
$294.80
-9.3% upside to fair value
Grade B- High Quality
VS
Johnson & Johnson Β· Healthcare
$230.69
+10.8% upside to fair value
Grade C High Quality
QuantHub Verdict
JNJ has more upside to fair value (+10.8%). JNJ trades at a lower forward P/E (26.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL JNJ
Current Price $294.80 $230.69
Fair Value Estimate $267.40 $255.61
Upside to Fair Value -9.3% +10.8%
Market Cap $4,329.8B $555.9B
Forward P/E 35.4x 26.8x
EV / EBITDA 27.3x 18.5x
Price / Sales 9.6x 5.8x
Price / FCF 33.5x 28.2x
Revenue Growth YoY +16.6% +9.9%
Gross Margin 47.9% 69.1%
Operating Margin 32.6% 26.9%
Return on Equity 146.7% 26.5%
Dividend Yield 0.34% 0%
FCF Yield 2.98% 3.54%
Analyst Consensus Buy Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
JNJ β€” Johnson & Johnson
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Accumulation Zones
Metric AAPL JNJ
Zone Low $200.50 $191.71
Zone High $227.30 $217.27
In Buy Zone? No No
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