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 2026-07-15.
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
VS
Micron Technology, Inc. · Technology
$1,048.51
-45.0% upside to fair value
Grade C
QuantHub Verdict
JNJ has more upside to fair value
(-21.7%).
MU trades at a lower forward P/E
(23.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
MU |
| Current Price |
$253.85 |
$1,048.51 |
| Fair Value Estimate |
$198.76 |
$576.68 |
| Upside to Fair Value |
-21.7%
|
-45.0%
|
| Market Cap |
$611.1B |
$1,182.4B |
| Forward P/E |
29.3x
|
23.4x
|
| EV / EBITDA |
19.2x
|
25.9x
|
| Price / Sales |
6.3x
|
13.1x
|
| Price / FCF |
34.3x
|
25.8x
|
| Revenue Growth YoY |
+9.9%
|
+345.7%
|
| Gross Margin |
69.1%
|
72.6%
|
| Operating Margin |
26.9%
|
65.7%
|
| Return on Equity |
26.3%
|
70.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.91%
|
3.87%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Micron Technology is a leading semiconductor company specializing in DRAM and NAND memory products, with a strong focus on high-value memory for cloud and AI applications. The company benefits from scale, advanced process technology, and U.S.-based manufacturing, but its competitive moat is narrow and cyclical compared to peers like Samsung and SK Hynix. Micron's recent financial performance is e…
Accumulation Zones
| Metric |
JNJ |
MU |
| Zone Low |
$149.07 |
$432.51 |
| Zone High |
$168.95 |
$490.18 |
| In Buy Zone? |
No
|
No
|