GS vs JNJ: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
The Goldman Sachs Group, Inc. · Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
VS
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GS has more upside to fair value
(+25.9%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
JNJ |
| Current Price |
$923.29 |
$270.68 |
| Fair Value Estimate |
$1,162.79 |
$286.05 |
| Upside to Fair Value |
+25.9%
|
+5.7%
|
| Market Cap |
$272.4B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.3x
|
20.2x
|
| Price / Sales |
2.3x
|
6.7x
|
| Price / FCF |
—
|
35.3x
|
| Revenue Growth YoY |
+22.9%
|
+6.6%
|
| Gross Margin |
57.3%
|
67.9%
|
| Operating Margin |
24.8%
|
26.8%
|
| Return on Equity |
17.0%
|
25.7%
|
| Dividend Yield |
1.95% |
1.95% |
| FCF Yield |
—
|
2.83%
|
| Analyst Consensus |
Hold
|
Buy
|
Investment Thesis
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% …
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 |
GS |
JNJ |
| Zone Low |
$872.09 |
$214.54 |
| Zone High |
$988.37 |
$243.14 |
| In Buy Zone? |
Yes
|
No
|