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 2026-04-20.
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
ORCL |
| Current Price |
$230.69 |
$175.08 |
| Fair Value Estimate |
$255.61 |
$253.87 |
| Upside to Fair Value |
+10.8%
|
+45.0%
|
| Market Cap |
$555.9B |
$503.5B |
| Forward P/E |
26.8x
|
30.8x
|
| EV / EBITDA |
18.5x
|
21.4x
|
| Price / Sales |
5.8x
|
7.9x
|
| Price / FCF |
28.2x
|
-20.4x
|
| Revenue Growth YoY |
+9.9%
|
+21.7%
|
| Gross Margin |
69.1%
|
66.4%
|
| Operating Margin |
26.9%
|
30.8%
|
| Return on Equity |
26.5%
|
57.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.54%
|
—
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
JNJ |
ORCL |
| Zone Low |
$191.71 |
$190.40 |
| Zone High |
$217.27 |
$215.79 |
| In Buy Zone? |
No
|
Yes
|