AMZN vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
AMZN has more upside to fair value
(+59.3%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
JNJ |
| Current Price |
$238.12 |
$238.46 |
| Fair Value Estimate |
$379.40 |
$210.28 |
| Upside to Fair Value |
+59.3%
|
-11.8%
|
| Market Cap |
$2,556.2B |
$574.7B |
| Forward P/E |
32.8x
|
20.2x
|
| EV / EBITDA |
15.9x
|
13.3x
|
| Price / Sales |
3.6x
|
6.2x
|
| Price / FCF |
332.2x
|
29.4x
|
| Revenue Growth YoY |
+18.4%
|
+6.1%
|
| Gross Margin |
50.3%
|
72.8%
|
| Operating Margin |
11.2%
|
27.2%
|
| Return on Equity |
21.9%
|
32.87%
|
| Dividend Yield |
0% |
2.18% |
| FCF Yield |
0.3%
|
3.4%
|
| Analyst Consensus |
Strong Buy
|
Moderate Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Johnson & Johnson is a high-quality healthcare conglomerate focused exclusively on Innovative Medicine and MedTech following the Kenvue spin-off. The company delivered $94.2B in FY2025 revenue with 6% operational growth, generated $19.7B in free cash flow, and guided for $99.5-100.5B in 2026 operational sales (above consensus). However, at $238 the stock trades at a P/S of 6.15x, well above the 5…
Accumulation Zones
| Metric |
AMZN |
JNJ |
| Zone Low |
$284.55 |
$157.71 |
| Zone High |
$322.49 |
$178.74 |
| In Buy Zone? |
Yes
|
No
|