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 2026-07-15.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
JNJ |
| Current Price |
$234.54 |
$253.85 |
| Fair Value Estimate |
$340.08 |
$198.76 |
| Upside to Fair Value |
+45.0%
|
-21.7%
|
| Market Cap |
$184.9B |
$611.1B |
| Forward P/E |
96.9x
|
29.3x
|
| EV / EBITDA |
30.4x
|
19.2x
|
| Price / Sales |
2.0x
|
6.3x
|
| Price / FCF |
-177.6x
|
34.3x
|
| Revenue Growth YoY |
+14.0%
|
+9.9%
|
| Gross Margin |
4.8%
|
69.1%
|
| Operating Margin |
-5.9%
|
26.9%
|
| Return on Equity |
-8723.1%
|
26.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.91%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Accumulation Zones
| Metric |
BA |
JNJ |
| Zone Low |
$255.06 |
$149.07 |
| Zone High |
$289.07 |
$168.95 |
| In Buy Zone? |
Yes
|
No
|