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 2026-04-22.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
JNJ |
| Current Price |
$231.28 |
$230.69 |
| Fair Value Estimate |
$335.36 |
$255.61 |
| Upside to Fair Value |
+45.0%
|
+10.8%
|
| Market Cap |
$181.8B |
$555.9B |
| Forward P/E |
83.4x
|
26.8x
|
| EV / EBITDA |
30.8x
|
18.5x
|
| Price / Sales |
2.0x
|
5.8x
|
| Price / FCF |
776.7x
|
28.2x
|
| Revenue Growth YoY |
+14.0%
|
+9.9%
|
| Gross Margin |
4.8%
|
69.1%
|
| Operating Margin |
-5.9%
|
26.9%
|
| Return on Equity |
-8723.1%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
3.54%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
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 |
BA |
JNJ |
| Zone Low |
$251.52 |
$191.71 |
| Zone High |
$285.06 |
$217.27 |
| In Buy Zone? |
Yes
|
No
|