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 2026-07-17.
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
VS
Mastercard Incorporated · Financial Services
$543.60
+45.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
MA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
JNJ |
MA |
| Current Price |
$253.85 |
$543.60 |
| Fair Value Estimate |
$198.76 |
$788.22 |
| Upside to Fair Value |
-21.7%
|
+45.0%
|
| Market Cap |
$611.1B |
$480.3B |
| Forward P/E |
29.3x
|
—
|
| EV / EBITDA |
19.2x
|
23.3x
|
| Price / Sales |
6.3x
|
14.2x
|
| Price / FCF |
34.3x
|
27.1x
|
| Revenue Growth YoY |
+9.9%
|
+15.8%
|
| Gross Margin |
69.1%
|
83.0%
|
| Operating Margin |
26.9%
|
59.4%
|
| Return on Equity |
26.3%
|
206.1%
|
| Dividend Yield |
0% |
0.62% |
| FCF Yield |
2.91%
|
3.69%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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,…
Mastercard operates a global two-sided payments network that connects issuers, acquirers, merchants and cardholders, monetizing payment volumes and an expanding set of security, data, authentication and other value-added services. Business quality is high: the network benefits from powerful acceptance and scale effects, 83.0% gross margin, 59.4% operating margin, 45.9% net margin, 206.1% ROE, and…
Accumulation Zones
| Metric |
JNJ |
MA |
| Zone Low |
$149.07 |
$591.16 |
| Zone High |
$168.95 |
$669.99 |
| In Buy Zone? |
No
|
Yes
|