JNJ vs META: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Meta Platforms, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-29.
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
VS
Meta Platforms, Inc. · Communication Services
$671.34
+36.4% upside to fair value
Grade B
High Quality
QuantHub Verdict
META has more upside to fair value
(+36.4%).
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 |
META |
| Current Price |
$230.69 |
$671.34 |
| Fair Value Estimate |
$255.61 |
$916.00 |
| Upside to Fair Value |
+10.8%
|
+36.4%
|
| Market Cap |
$555.9B |
$1,698.2B |
| Forward P/E |
26.8x
|
28.0x
|
| EV / EBITDA |
18.5x
|
16.5x
|
| Price / Sales |
5.8x
|
8.4x
|
| Price / FCF |
28.2x
|
36.8x
|
| Revenue Growth YoY |
+9.9%
|
+23.8%
|
| Gross Margin |
69.1%
|
82.0%
|
| Operating Margin |
26.9%
|
41.4%
|
| Return on Equity |
26.5%
|
30.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.54%
|
2.72%
|
| 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,…
Meta Platforms, Inc. operates a leading global social media and technology platform primarily through its Family of Apps segment, which generates over 98% of its $201 billion 2025 revenue, driven by strong advertising growth. The company maintains a high-quality business with a durable competitive moat supported by network effects, brand strength, and intangible assets, reflected in a 30.6% retur…
Accumulation Zones
| Metric |
JNJ |
META |
| Zone Low |
$191.71 |
$687.00 |
| Zone High |
$217.27 |
$778.60 |
| In Buy Zone? |
No
|
Yes
|