JNJ vs MA: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-13.
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
VS
Mastercard Incorporated · Financial Services
$499.81
+5.0% upside to fair value
Grade B+
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+10.8%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
MA |
| Current Price |
$230.69 |
$499.81 |
| Fair Value Estimate |
$255.61 |
$525.00 |
| Upside to Fair Value |
+10.8%
|
+5.0%
|
| Market Cap |
$555.9B |
$441.6B |
| Forward P/E |
26.8x
|
28.6x
|
| EV / EBITDA |
18.5x
|
21.3x
|
| Price / Sales |
5.8x
|
13.0x
|
| Price / FCF |
28.2x
|
24.9x
|
| Revenue Growth YoY |
+9.9%
|
+15.8%
|
| Gross Margin |
69.1%
|
83.0%
|
| Operating Margin |
26.9%
|
59.4%
|
| Return on Equity |
26.5%
|
206.1%
|
| Dividend Yield |
0% |
0.6% |
| FCF Yield |
3.54%
|
4.01%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
Accumulation Zones
| Metric |
JNJ |
MA |
| Zone Low |
$191.71 |
$393.75 |
| Zone High |
$217.27 |
$446.25 |
| In Buy Zone? |
No
|
No
|