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 2026-09-25.
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Morgan Stanley · Financial Services
$206.27
+15.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
MS has more upside to fair value
(+15.9%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
MS |
| Current Price |
$270.68 |
$206.27 |
| Fair Value Estimate |
$286.05 |
$239.00 |
| Upside to Fair Value |
+5.7%
|
+15.9%
|
| Market Cap |
$652.3B |
$325.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
23.5x
|
| Price / Sales |
6.7x
|
2.6x
|
| Price / FCF |
35.3x
|
—
|
| Revenue Growth YoY |
+6.6%
|
+22.4%
|
| Gross Margin |
67.9%
|
59.7%
|
| Operating Margin |
26.8%
|
20.7%
|
| Return on Equity |
25.7%
|
18.1%
|
| Dividend Yield |
1.95% |
2.01% |
| FCF Yield |
2.83%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Morgan Stanley is a diversified capital-markets and wealth-management franchise spanning institutional securities, advisor-led and self-directed wealth, workplace services, and investment management. Business quality is solid but inherently cyclical: it combines $8.084 trillion of wealth client assets and $2.004 trillion of investment-management AUM/AUS with a strengthening 15.5% institutional pe…
Accumulation Zones
| Metric |
JNJ |
MS |
| Zone Low |
$214.54 |
$179.25 |
| Zone High |
$243.14 |
$203.15 |
| In Buy Zone? |
No
|
No
|