JNJ vs PANW: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+5.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
PANW |
| Current Price |
$270.68 |
$374.74 |
| Fair Value Estimate |
$286.05 |
$355.11 |
| Upside to Fair Value |
+5.7%
|
-5.2%
|
| Market Cap |
$652.3B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
569.8x
|
| Price / Sales |
6.7x
|
26.6x
|
| Price / FCF |
35.3x
|
64.0x
|
| Revenue Growth YoY |
+6.6%
|
+34.4%
|
| Gross Margin |
67.9%
|
70.4%
|
| Operating Margin |
26.8%
|
6.1%
|
| Return on Equity |
25.7%
|
1.7%
|
| Dividend Yield |
1.95% |
0% |
| FCF Yield |
2.83%
|
1.56%
|
| 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:…
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
JNJ |
PANW |
| Zone Low |
$214.54 |
$266.33 |
| Zone High |
$243.14 |
$301.84 |
| In Buy Zone? |
No
|
No
|