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 2026-07-15.
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+14.0%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
ORCL |
| Current Price |
$253.85 |
$184.31 |
| Fair Value Estimate |
$198.76 |
$210.13 |
| Upside to Fair Value |
-21.7%
|
+14.0%
|
| Market Cap |
$611.1B |
$530.1B |
| Forward P/E |
29.3x
|
31.0x
|
| EV / EBITDA |
19.2x
|
20.4x
|
| Price / Sales |
6.3x
|
7.9x
|
| Price / FCF |
34.3x
|
-22.4x
|
| Revenue Growth YoY |
+9.9%
|
+20.6%
|
| Gross Margin |
69.1%
|
65.8%
|
| Operating Margin |
26.9%
|
30.8%
|
| Return on Equity |
26.3%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.91%
|
—
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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,…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
JNJ |
ORCL |
| Zone Low |
$149.07 |
$157.60 |
| Zone High |
$168.95 |
$178.61 |
| In Buy Zone? |
No
|
No
|