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 2026-09-25.
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
JNJ |
ORCL |
| Current Price |
$270.68 |
$149.12 |
| Fair Value Estimate |
$286.05 |
$216.22 |
| Upside to Fair Value |
+5.7%
|
+45.0%
|
| Market Cap |
$652.3B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
14.6x
|
| Price / Sales |
6.7x
|
6.0x
|
| Price / FCF |
35.3x
|
—
|
| Revenue Growth YoY |
+6.6%
|
+29.6%
|
| Gross Margin |
67.9%
|
63.9%
|
| Operating Margin |
26.8%
|
32.4%
|
| Return on Equity |
25.7%
|
42.6%
|
| Dividend Yield |
1.95% |
1.34% |
| FCF Yield |
2.83%
|
—
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
JNJ |
ORCL |
| Zone Low |
$214.54 |
$162.16 |
| Zone High |
$243.14 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|