JNJ vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and NVIDIA Corporation — 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
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
JNJ |
NVDA |
| Current Price |
$238.46 |
$182.08 |
| Fair Value Estimate |
$210.28 |
$290.00 |
| Upside to Fair Value |
-11.8%
|
+59.3%
|
| Market Cap |
$574.7B |
$4,425.5B |
| Forward P/E |
20.2x
|
—
|
| EV / EBITDA |
13.3x
|
31.4x
|
| Price / Sales |
6.2x
|
21.0x
|
| Price / FCF |
29.4x
|
46.9x
|
| Revenue Growth YoY |
+6.1%
|
+65.5%
|
| Gross Margin |
72.8%
|
71.1%
|
| Operating Margin |
27.2%
|
60.4%
|
| Return on Equity |
32.87%
|
76.3%
|
| Dividend Yield |
2.18% |
0.02% |
| FCF Yield |
3.4%
|
2.13%
|
| 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…
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
Accumulation Zones
| Metric |
JNJ |
NVDA |
| Zone Low |
$157.71 |
$218.00 |
| Zone High |
$178.74 |
$250.00 |
| In Buy Zone? |
No
|
Yes
|