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 2026-04-20.
Alphabet Inc. · Communication Services
$339.40
-6.2% upside to fair value
Grade D
High Quality
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%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
JNJ |
| Current Price |
$339.40 |
$230.69 |
| Fair Value Estimate |
$318.47 |
$255.61 |
| Upside to Fair Value |
-6.2%
|
+10.8%
|
| Market Cap |
$4,105.7B |
$555.9B |
| Forward P/E |
31.2x
|
26.8x
|
| EV / EBITDA |
23.1x
|
18.5x
|
| Price / Sales |
10.3x
|
5.8x
|
| Price / FCF |
56.4x
|
28.2x
|
| Revenue Growth YoY |
+11.3%
|
+9.9%
|
| Gross Margin |
59.7%
|
69.1%
|
| Operating Margin |
32.0%
|
26.9%
|
| Return on Equity |
35.0%
|
26.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
3.54%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
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 |
GOOG |
JNJ |
| Zone Low |
$238.85 |
$191.71 |
| Zone High |
$270.70 |
$217.27 |
| In Buy Zone? |
No
|
No
|