GOOGL 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 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
JNJ |
| Current Price |
$342.36 |
$270.68 |
| Fair Value Estimate |
$399.26 |
$286.05 |
| Upside to Fair Value |
+16.6%
|
+5.7%
|
| Market Cap |
$4,143.3B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
20.2x
|
| Price / Sales |
9.3x
|
6.7x
|
| Price / FCF |
78.1x
|
35.3x
|
| Revenue Growth YoY |
+24.2%
|
+6.6%
|
| Gross Margin |
60.9%
|
67.9%
|
| Operating Margin |
33.1%
|
26.8%
|
| Return on Equity |
50.8%
|
25.7%
|
| Dividend Yield |
0.25% |
1.95% |
| FCF Yield |
1.28%
|
2.83%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
JNJ |
| Zone Low |
$299.44 |
$214.54 |
| Zone High |
$339.37 |
$243.14 |
| In Buy Zone? |
No
|
No
|