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 2026-04-11.
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
VS
Meta Platforms, Inc. · Communication Services
$611.40
+12.9% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
META has more upside to fair value
(+12.9%).
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 |
META |
| Current Price |
$238.46 |
$611.40 |
| Fair Value Estimate |
$210.28 |
$690.00 |
| Upside to Fair Value |
-11.8%
|
+12.9%
|
| Market Cap |
$574.7B |
$1,541.3B |
| Forward P/E |
20.2x
|
23.0x
|
| EV / EBITDA |
13.3x
|
18.0x
|
| Price / Sales |
6.2x
|
7.7x
|
| Price / FCF |
29.4x
|
33.4x
|
| Revenue Growth YoY |
+6.1%
|
+22.2%
|
| Gross Margin |
72.8%
|
82.0%
|
| Operating Margin |
27.2%
|
41.4%
|
| Return on Equity |
32.87%
|
30.6%
|
| Dividend Yield |
2.18% |
0.4% |
| FCF Yield |
3.4%
|
3.0%
|
| Analyst Consensus |
Moderate Buy
|
Strong Buy
|
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…
Meta Platforms operates the world's largest social media ecosystem (Facebook, Instagram, WhatsApp, Threads) reaching 3.3B+ daily users, generating $201B in revenue predominantly from digital advertising. The company's 82% gross margins and AI-powered ad targeting create an extraordinarily profitable core business. Trading at its 5-year P/E low of 25.5x despite 22% revenue growth, META is cheap on…
Accumulation Zones
| Metric |
JNJ |
META |
| Zone Low |
$157.71 |
$520.00 |
| Zone High |
$178.74 |
$590.00 |
| In Buy Zone? |
No
|
No
|