JNJ vs NVDA: Which Is the Better Buy?

Side-by-side comparison of Johnson & Johnson and NVIDIA Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-15.
Johnson & Johnson Β· Healthcare
$253.85
-21.7% upside to fair value
Grade D High Quality
VS
NVIDIA Corporation Β· Technology
$210.69
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
NVDA has more upside to fair value (+45.0%). JNJ trades at a lower forward P/E (29.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric JNJ NVDA
Current Price $253.85 $210.69
Fair Value Estimate $198.76 $305.50
Upside to Fair Value -21.7% +45.0%
Market Cap $611.1B $5,103.1B
Forward P/E 29.3x 32.1x
EV / EBITDA 19.2x 26.5x
Price / Sales 6.3x 20.1x
Price / FCF 34.3x 42.9x
Revenue Growth YoY +9.9% +85.2%
Gross Margin 69.1% 74.1%
Operating Margin 26.9% 64.0%
Return on Equity 26.3% 111.7%
Dividend Yield 0% 0%
FCF Yield 2.91% 2.33%
Analyst Consensus Buy Strong Buy
Investment Thesis
JNJ β€” Johnson & Johnson
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,…
NVDA β€” NVIDIA Corporation
NVIDIA Corporation is a leading technology company specializing in semiconductors, particularly GPUs and AI accelerators, with a dominant market position in AI training markets holding over 80% share. The company exhibits exceptional business quality with a founder-led management team boasting over 30 years of continuous leadership, very high profitability with gross margins above 74% and net mar…
Accumulation Zones
Metric JNJ NVDA
Zone Low $149.07 $229.12
Zone High $168.95 $259.68
In Buy Zone? No Yes
← JNJ Research    NVDA Research β†’    All Research