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 2026-04-11.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
VS
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
JNJ has more upside to fair value
(-11.8%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
JNJ |
| Current Price |
$308.35 |
$238.46 |
| Fair Value Estimate |
$171.94 |
$210.28 |
| Upside to Fair Value |
-44.2%
|
-11.8%
|
| Market Cap |
$325.2B |
$574.7B |
| Forward P/E |
37.8x
|
20.2x
|
| EV / EBITDA |
27.9x
|
13.3x
|
| Price / Sales |
7.2x
|
6.2x
|
| Price / FCF |
45.2x
|
29.4x
|
| Revenue Growth YoY |
+18.5%
|
+6.1%
|
| Gross Margin |
36.8%
|
72.8%
|
| Operating Margin |
19.1%
|
27.2%
|
| Return on Equity |
46.6%
|
32.87%
|
| Dividend Yield |
0.44% |
2.18% |
| FCF Yield |
2.21%
|
3.4%
|
| Analyst Consensus |
Strong Buy
|
Moderate Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Johnson & Johnson is a high-quality healthcare conglomerate focused exclusively on Innovative Medicine and MedTech following the Kenvue spin-off. The company delivered $94.2B in FY2025 revenue with 6% operational growth, generated $19.7B in free cash flow, and guided for $99.5-100.5B in 2026 operational sales (above consensus). However, at $238 the stock trades at a P/S of 6.15x, well above the 5…
Accumulation Zones
| Metric |
GE |
JNJ |
| Zone Low |
$128.96 |
$157.71 |
| Zone High |
$146.15 |
$178.74 |
| In Buy Zone? |
No
|
No
|