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 2026-09-25.
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+5.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
JNJ |
| Current Price |
$312.90 |
$270.68 |
| Fair Value Estimate |
$323.41 |
$286.05 |
| Upside to Fair Value |
+3.4%
|
+5.7%
|
| Market Cap |
$324.6B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
27.4x
|
20.2x
|
| Price / Sales |
6.4x
|
6.7x
|
| Price / FCF |
38.7x
|
35.3x
|
| Revenue Growth YoY |
+21.1%
|
+6.6%
|
| Gross Margin |
35.4%
|
67.9%
|
| Operating Margin |
20.8%
|
26.8%
|
| Return on Equity |
49.0%
|
25.7%
|
| Dividend Yield |
0.53% |
1.95% |
| FCF Yield |
2.58%
|
2.83%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
GE |
JNJ |
| Zone Low |
$242.56 |
$214.54 |
| Zone High |
$274.90 |
$243.14 |
| In Buy Zone? |
No
|
No
|