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 2026-04-18.
Alphabet Inc. · Communication Services
$339.40
-4.4% 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
GOOG has more upside to fair value
(-4.4%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
JNJ |
| Current Price |
$339.40 |
$238.46 |
| Fair Value Estimate |
$324.34 |
$210.28 |
| Upside to Fair Value |
-4.4%
|
-11.8%
|
| Market Cap |
$4,105.7B |
$574.7B |
| Forward P/E |
31.2x
|
20.2x
|
| EV / EBITDA |
23.1x
|
13.3x
|
| Price / Sales |
10.3x
|
6.2x
|
| Price / FCF |
56.4x
|
29.4x
|
| Revenue Growth YoY |
+11.3%
|
+6.1%
|
| Gross Margin |
59.7%
|
72.8%
|
| Operating Margin |
32.0%
|
27.2%
|
| Return on Equity |
35.0%
|
32.87%
|
| Dividend Yield |
0% |
2.18% |
| FCF Yield |
1.77%
|
3.4%
|
| Analyst Consensus |
Strong Buy
|
Moderate 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 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 |
GOOG |
JNJ |
| Zone Low |
$243.25 |
$157.71 |
| Zone High |
$275.69 |
$178.74 |
| In Buy Zone? |
No
|
No
|