BAC vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Bank of America Corporation and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Bank of America Corporation · Financial Services
$53.95
-41.2% upside to fair value
Grade C
VS
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+10.8%).
BAC trades at a lower forward P/E
(12.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BAC |
JNJ |
| Current Price |
$53.95 |
$230.69 |
| Fair Value Estimate |
$31.74 |
$255.61 |
| Upside to Fair Value |
-41.2%
|
+10.8%
|
| Market Cap |
$387.2B |
$555.9B |
| Forward P/E |
12.3x
|
26.8x
|
| EV / EBITDA |
12.7x
|
18.5x
|
| Price / Sales |
2.2x
|
5.8x
|
| Price / FCF |
30.7x
|
28.2x
|
| Revenue Growth YoY |
-35.6%
|
+9.9%
|
| Gross Margin |
63.2%
|
69.1%
|
| Operating Margin |
22.9%
|
26.9%
|
| Return on Equity |
10.5%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.26%
|
3.54%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Bank of America Corporation is a leading diversified bank with $3.41 trillion in assets and a broad footprint across consumer banking, global markets, wealth management, and corporate banking. The company benefits from a strong market position and experienced leadership under CEO Brian T. Moynihan. However, the stock is currently overvalued, trading approximately 36% above its fair value estimate…
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 |
BAC |
JNJ |
| Zone Low |
$23.80 |
$191.71 |
| Zone High |
$26.98 |
$217.27 |
| In Buy Zone? |
No
|
No
|