JNJ vs MU: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Micron Technology, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+10.8%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
MU |
| Current Price |
$230.69 |
$455.07 |
| Fair Value Estimate |
$255.61 |
$250.29 |
| Upside to Fair Value |
+10.8%
|
-45.0%
|
| Market Cap |
$555.9B |
$513.2B |
| Forward P/E |
26.8x
|
21.2x
|
| EV / EBITDA |
18.5x
|
13.8x
|
| Price / Sales |
5.8x
|
8.8x
|
| Price / FCF |
28.2x
|
49.9x
|
| Revenue Growth YoY |
+9.9%
|
+196.3%
|
| Gross Margin |
69.1%
|
58.4%
|
| Operating Margin |
26.9%
|
48.5%
|
| Return on Equity |
26.5%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.54%
|
2.0%
|
| 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,…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
| Metric |
JNJ |
MU |
| Zone Low |
$191.71 |
$187.72 |
| Zone High |
$217.27 |
$212.75 |
| In Buy Zone? |
No
|
No
|