JNJ vs KO: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and The Coca-Cola Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
The Coca-Cola Company · Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
KO has more upside to fair value
(+15.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
JNJ |
KO |
| Current Price |
$270.68 |
$88.71 |
| Fair Value Estimate |
$286.05 |
$102.44 |
| Upside to Fair Value |
+5.7%
|
+15.5%
|
| Market Cap |
$652.3B |
$381.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
20.8x
|
| Price / Sales |
6.7x
|
7.6x
|
| Price / FCF |
35.3x
|
26.7x
|
| Revenue Growth YoY |
+6.6%
|
+6.7%
|
| Gross Margin |
67.9%
|
61.9%
|
| Operating Margin |
26.8%
|
29.6%
|
| Return on Equity |
25.7%
|
43.0%
|
| Dividend Yield |
1.95% |
2.37% |
| FCF Yield |
2.83%
|
3.75%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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:…
The Coca-Cola Company is a global non-alcoholic beverage concentrate, brand-management and bottling-system business with products sold in more than 200 countries and territories, supported by powerful trademarks, 2.2 billion daily servings and an entrenched distribution network. Business quality is high: TTM gross, operating and net margins are 61.9%, 29.6% and 28.6%, respectively, ROE is 43.0%, …
Accumulation Zones
| Metric |
JNJ |
KO |
| Zone Low |
$214.54 |
$76.83 |
| Zone High |
$243.14 |
$87.07 |
| In Buy Zone? |
No
|
No
|