JNJ vs JPM: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and JPMorgan Chase & Co. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
VS
JPMorgan Chase & Co. · Financial Services
$309.87
-6.4% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
JPM has more upside to fair value
(-6.4%).
JPM trades at a lower forward P/E
(14.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
JPM |
| Current Price |
$238.46 |
$309.87 |
| Fair Value Estimate |
$210.28 |
$290.00 |
| Upside to Fair Value |
-11.8%
|
-6.4%
|
| Market Cap |
$574.7B |
$835.7B |
| Forward P/E |
20.2x
|
14.3x
|
| EV / EBITDA |
13.3x
|
17.6x
|
| Price / Sales |
6.2x
|
3.0x
|
| Price / FCF |
29.4x
|
—
|
| Revenue Growth YoY |
+6.1%
|
+3.3%
|
| Gross Margin |
72.8%
|
59.99%
|
| Operating Margin |
27.2%
|
25.9%
|
| Return on Equity |
32.87%
|
15.95%
|
| Dividend Yield |
2.18% |
1.9% |
| FCF Yield |
3.4%
|
—
|
| Analyst Consensus |
Moderate Buy
|
Overweight
|
Investment Thesis
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…
JPMorgan Chase is the largest U.S. bank by assets ($4.4T) and the most diversified financial services franchise globally, operating across consumer banking, investment banking, commercial banking, and asset management. Under Jamie Dimon's two-decade leadership, the firm has consistently gained market share, delivered sector-leading ROE of 16%, and invested aggressively in technology ($17B+ annual…
Accumulation Zones
| Metric |
JNJ |
JPM |
| Zone Low |
$157.71 |
$220.00 |
| Zone High |
$178.74 |
$250.00 |
| In Buy Zone? |
No
|
No
|