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 2026-04-11.
Alphabet Inc. · Communication Services
$317.41
-4.5% 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
GOOGL has more upside to fair value
(-4.5%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOGL |
JNJ |
| Current Price |
$317.41 |
$238.46 |
| Fair Value Estimate |
$303.05 |
$210.28 |
| Upside to Fair Value |
-4.5%
|
-11.8%
|
| Market Cap |
$3,839.7B |
$574.7B |
| Forward P/E |
29.0x
|
20.2x
|
| EV / EBITDA |
21.5x
|
13.3x
|
| Price / Sales |
9.5x
|
6.2x
|
| Price / FCF |
52.4x
|
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 |
1.91%
|
3.4%
|
| Analyst Consensus |
Strong Buy
|
Moderate 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 computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
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 |
GOOGL |
JNJ |
| Zone Low |
$227.29 |
$157.71 |
| Zone High |
$257.59 |
$178.74 |
| In Buy Zone? |
No
|
No
|