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 2026-09-25.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
JNJ |
| Current Price |
$201.15 |
$270.68 |
| Fair Value Estimate |
$265.00 |
$286.05 |
| Upside to Fair Value |
+31.7%
|
+5.7%
|
| Market Cap |
$159.0B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
20.2x
|
| Price / Sales |
1.7x
|
6.7x
|
| Price / FCF |
—
|
35.3x
|
| Revenue Growth YoY |
+8.0%
|
+6.6%
|
| Gross Margin |
4.7%
|
67.9%
|
| Operating Margin |
-5.4%
|
26.8%
|
| Return on Equity |
104.8%
|
25.7%
|
| Dividend Yield |
0% |
1.95% |
| FCF Yield |
—
|
2.83%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
BA |
JNJ |
| Zone Low |
$198.75 |
$214.54 |
| Zone High |
$225.25 |
$243.14 |
| In Buy Zone? |
Yes
|
No
|