JNJ vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Johnson & Johnson · Healthcare
$230.69
+14.0% upside to fair value
Grade C
High Quality
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
NFLX |
| Current Price |
$230.69 |
$91.02 |
| Fair Value Estimate |
$263.05 |
$178.10 |
| Upside to Fair Value |
+14.0%
|
+95.7%
|
| Market Cap |
$555.9B |
$383.3B |
| Forward P/E |
26.8x
|
28.7x
|
| EV / EBITDA |
18.5x
|
11.4x
|
| Price / Sales |
5.8x
|
8.2x
|
| Price / FCF |
28.2x
|
32.2x
|
| Revenue Growth YoY |
+9.9%
|
+16.2%
|
| Gross Margin |
69.1%
|
49.0%
|
| Operating Margin |
26.9%
|
29.7%
|
| Return on Equity |
26.5%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.54%
|
3.1%
|
| 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,…
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
JNJ |
NFLX |
| Zone Low |
$197.29 |
$133.57 |
| Zone High |
$223.59 |
$151.38 |
| In Buy Zone? |
No
|
Yes
|