JNJ vs MAR: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
QuantHub Verdict
JNJ has more upside to fair value
(-11.8%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
MAR |
| Current Price |
$238.46 |
$377.93 |
| Fair Value Estimate |
$210.28 |
$315.15 |
| Upside to Fair Value |
-11.8%
|
-16.6%
|
| Market Cap |
$574.7B |
$100.2B |
| Forward P/E |
20.2x
|
39.0x
|
| EV / EBITDA |
13.3x
|
25.3x
|
| Price / Sales |
6.2x
|
3.8x
|
| Price / FCF |
29.4x
|
34.6x
|
| Revenue Growth YoY |
+6.1%
|
+3.1%
|
| Gross Margin |
72.8%
|
21.3%
|
| Operating Margin |
27.2%
|
15.8%
|
| Return on Equity |
32.87%
|
-79.9%
|
| Dividend Yield |
2.18% |
0% |
| FCF Yield |
3.4%
|
2.89%
|
| Analyst Consensus |
Moderate Buy
|
Hold
|
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…
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
Accumulation Zones
| Metric |
JNJ |
MAR |
| Zone Low |
$157.71 |
$236.36 |
| Zone High |
$178.74 |
$267.88 |
| In Buy Zone? |
No
|
No
|