JNJ vs MS: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Johnson & Johnson · Healthcare
$230.69
+14.0% upside to fair value
Grade C
High Quality
VS
Morgan Stanley · Financial Services
$189.30
-30.5% upside to fair value
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+14.0%).
MS trades at a lower forward P/E
(16.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
MS |
| Current Price |
$230.69 |
$189.30 |
| Fair Value Estimate |
$263.05 |
$131.49 |
| Upside to Fair Value |
+14.0%
|
-30.5%
|
| Market Cap |
$555.9B |
$300.6B |
| Forward P/E |
26.8x
|
16.4x
|
| EV / EBITDA |
18.5x
|
24.4x
|
| Price / Sales |
5.8x
|
2.5x
|
| Price / FCF |
28.2x
|
-16.8x
|
| Revenue Growth YoY |
+9.9%
|
+18.8%
|
| Gross Margin |
69.1%
|
58.0%
|
| Operating Margin |
26.9%
|
19.5%
|
| Return on Equity |
26.5%
|
16.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.54%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
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,…
Morgan Stanley is a leading global financial services firm operating in Institutional Securities, Wealth Management, and Investment Management. The company benefits from a durable competitive moat supported by its systemically important status, diversified revenue streams, and strong management with a 36-year veteran CEO. Despite solid fundamentals including 14.2% revenue growth in 2025 and 16.7%…
Accumulation Zones
| Metric |
JNJ |
MS |
| Zone Low |
$197.29 |
$98.62 |
| Zone High |
$223.59 |
$111.77 |
| In Buy Zone? |
No
|
No
|