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 2026-07-15.
The Goldman Sachs Group, Inc. Β· Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Johnson & Johnson Β· Healthcare
$253.85
-21.7% upside to fair value
Grade D High Quality
QuantHub Verdict
JNJ has more upside to fair value (-21.7%). GS trades at a lower forward P/E (23.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GS JNJ
Current Price $1,045.91 $253.85
Fair Value Estimate $575.25 $198.76
Upside to Fair Value -45.0% -21.7%
Market Cap $308.6B $611.1B
Forward P/E 23.6x 29.3x
EV / EBITDA 15.9x 19.2x
Price / Sales 3.1x 6.3x
Price / FCF -7.4x 34.3x
Revenue Growth YoY -35.0% +9.9%
Gross Margin 47.4% 69.1%
Operating Margin 17.8% 26.9%
Return on Equity 15.3% 26.3%
Dividend Yield 0% 0%
FCF Yield β€” 2.91%
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. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
JNJ β€” Johnson & Johnson
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Accumulation Zones
Metric GS JNJ
Zone Low $431.44 $149.07
Zone High $488.96 $168.95
In Buy Zone? No No
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