GE vs JNJ: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-16.
GE Aerospace · Industrials
$360.35
-25.9% upside to fair value
Grade D
High Quality
VS
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(-21.7%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
JNJ |
| Current Price |
$360.35 |
$253.85 |
| Fair Value Estimate |
$267.03 |
$198.76 |
| Upside to Fair Value |
-25.9%
|
-21.7%
|
| Market Cap |
$376.5B |
$611.1B |
| Forward P/E |
42.3x
|
29.3x
|
| EV / EBITDA |
33.4x
|
19.2x
|
| Price / Sales |
7.8x
|
6.3x
|
| Price / FCF |
50.5x
|
34.3x
|
| Revenue Growth YoY |
+21.1%
|
+9.9%
|
| Gross Margin |
36.1%
|
69.1%
|
| Operating Margin |
21.0%
|
26.9%
|
| Return on Equity |
46.2%
|
26.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.98%
|
2.91%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Aerospace operates in the Industrials sector within the Aerospace & Defense industry, delivering high-quality aerospace products and services. The business demonstrates strong fundamentals with a high return on equity of 46.2%, robust revenue growth of 21.1% in the most recent quarter, and solid earnings growth of 16.9% in the same period. Margins are healthy, with a gross margin of 36.1%, ope…
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 |
GE |
JNJ |
| Zone Low |
$200.27 |
$149.07 |
| Zone High |
$226.98 |
$168.95 |
| In Buy Zone? |
No
|
No
|