JNJ vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
ORCL has more upside to fair value
(+24.7%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
ORCL |
| Current Price |
$238.46 |
$175.08 |
| Fair Value Estimate |
$210.28 |
$218.26 |
| Upside to Fair Value |
-11.8%
|
+24.7%
|
| Market Cap |
$574.7B |
$503.5B |
| Forward P/E |
20.2x
|
30.8x
|
| EV / EBITDA |
13.3x
|
21.4x
|
| Price / Sales |
6.2x
|
7.9x
|
| Price / FCF |
29.4x
|
-20.4x
|
| Revenue Growth YoY |
+6.1%
|
+7.0%
|
| Gross Margin |
72.8%
|
66.4%
|
| Operating Margin |
27.2%
|
30.8%
|
| Return on Equity |
32.87%
|
57.4%
|
| Dividend Yield |
2.18% |
0% |
| FCF Yield |
3.4%
|
—
|
| 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…
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
JNJ |
ORCL |
| Zone Low |
$157.71 |
$163.69 |
| Zone High |
$178.74 |
$185.52 |
| In Buy Zone? |
No
|
Yes
|