INTU vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
VS
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
INTU has more upside to fair value
(+37.7%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
JNJ |
| Current Price |
$396.57 |
$238.46 |
| Fair Value Estimate |
$546.00 |
$210.28 |
| Upside to Fair Value |
+37.7%
|
-11.8%
|
| Market Cap |
$110.4B |
$574.7B |
| Forward P/E |
19.5x
|
20.2x
|
| EV / EBITDA |
19.0x
|
13.3x
|
| Price / Sales |
5.9x
|
6.2x
|
| Price / FCF |
18.1x
|
29.4x
|
| Revenue Growth YoY |
+15.6%
|
+6.1%
|
| Gross Margin |
80.8%
|
72.8%
|
| Operating Margin |
26.1%
|
27.2%
|
| Return on Equity |
19.6%
|
32.87%
|
| Dividend Yield |
1.17% |
2.18% |
| FCF Yield |
5.51%
|
3.4%
|
| Analyst Consensus |
Buy
|
Moderate Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
JNJ |
| Zone Low |
$410.00 |
$157.71 |
| Zone High |
$464.00 |
$178.74 |
| In Buy Zone? |
Yes
|
No
|