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 2026-04-11.
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
JNJ has more upside to fair value
(-11.8%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
MU |
| Current Price |
$238.46 |
$421.51 |
| Fair Value Estimate |
$210.28 |
$336.45 |
| Upside to Fair Value |
-11.8%
|
-20.2%
|
| Market Cap |
$574.7B |
$475.4B |
| Forward P/E |
20.2x
|
19.7x
|
| EV / EBITDA |
13.3x
|
12.8x
|
| Price / Sales |
6.2x
|
8.2x
|
| Price / FCF |
29.4x
|
21.6x
|
| Revenue Growth YoY |
+6.1%
|
+74.9%
|
| Gross Margin |
72.8%
|
58.4%
|
| Operating Margin |
27.2%
|
48.5%
|
| Return on Equity |
32.87%
|
40.8%
|
| Dividend Yield |
2.18% |
0% |
| FCF Yield |
3.4%
|
4.64%
|
| 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…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
JNJ |
MU |
| Zone Low |
$157.71 |
$252.34 |
| Zone High |
$178.74 |
$285.98 |
| In Buy Zone? |
No
|
No
|