GOOG vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
Alphabet Inc. · Communication Services
$355.03
-17.2% 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
GOOG has more upside to fair value
(-17.2%).
GOOG trades at a lower forward P/E
(27.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
JNJ |
| Current Price |
$355.03 |
$253.85 |
| Fair Value Estimate |
$294.10 |
$198.76 |
| Upside to Fair Value |
-17.2%
|
-21.7%
|
| Market Cap |
$4,320.1B |
$611.1B |
| Forward P/E |
27.0x
|
29.3x
|
| EV / EBITDA |
20.0x
|
19.2x
|
| Price / Sales |
10.2x
|
6.3x
|
| Price / FCF |
67.0x
|
34.3x
|
| Revenue Growth YoY |
+21.8%
|
+9.9%
|
| Gross Margin |
60.4%
|
69.1%
|
| Operating Margin |
32.7%
|
26.9%
|
| Return on Equity |
39.0%
|
26.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.49%
|
2.91%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
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 |
GOOG |
JNJ |
| Zone Low |
$220.58 |
$149.07 |
| Zone High |
$249.99 |
$168.95 |
| In Buy Zone? |
No
|
No
|