GS vs JNJ: Which Is the Better Buy?

Side-by-side comparison of The Goldman Sachs Group, Inc. and Johnson & Johnson β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-29.
The Goldman Sachs Group, Inc. Β· Financial Services
$926.55
-45.0% upside to fair value
Grade D
VS
Johnson & Johnson Β· Healthcare
$230.69
+10.8% upside to fair value
Grade C High Quality
QuantHub Verdict
JNJ has more upside to fair value (+10.8%). GS trades at a lower forward P/E (15.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GS JNJ
Current Price $926.55 $230.69
Fair Value Estimate $509.60 $255.61
Upside to Fair Value -45.0% +10.8%
Market Cap $275.0B $555.9B
Forward P/E 15.6x 26.8x
EV / EBITDA 30.6x 18.5x
Price / Sales 2.5x 5.8x
Price / FCF -5.8x 28.2x
Revenue Growth YoY -45.4% +9.9%
Gross Margin 55.5% 69.1%
Operating Margin 20.5% 26.9%
Return on Equity 14.6% 26.5%
Dividend Yield 0% 0%
FCF Yield β€” 3.54%
Analyst Consensus Hold Buy
Investment Thesis
GS β€” The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. The company benefits from a high-quality business model characterized by strong brand recognition, deep client relationships, and a history of stable leadership. However, the stock is currently significantly overvalued, tra…
JNJ β€” Johnson & Johnson
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 GS JNJ
Zone Low $382.20 $191.71
Zone High $433.16 $217.27
In Buy Zone? No No
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