BA vs JNJ: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
JNJ |
| Current Price |
$217.63 |
$238.46 |
| Fair Value Estimate |
$260.00 |
$210.28 |
| Upside to Fair Value |
+19.5%
|
-11.8%
|
| Market Cap |
$170.9B |
$574.7B |
| Forward P/E |
74.0x
|
20.2x
|
| EV / EBITDA |
28.4x
|
13.3x
|
| Price / Sales |
1.9x
|
6.2x
|
| Price / FCF |
-88.2x
|
29.4x
|
| Revenue Growth YoY |
+34.5%
|
+6.1%
|
| Gross Margin |
4.8%
|
72.8%
|
| Operating Margin |
-6.1%
|
27.2%
|
| Return on Equity |
41.0%
|
32.87%
|
| Dividend Yield |
0.2% |
2.18% |
| FCF Yield |
-1.1%
|
3.4%
|
| Analyst Consensus |
Buy
|
Moderate Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
JNJ |
| Zone Low |
$195.00 |
$157.71 |
| Zone High |
$221.00 |
$178.74 |
| In Buy Zone? |
Yes
|
No
|