JNJ vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Palantir Technologies 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
Palantir Technologies Inc. · Technology
$189.67
+2.4% 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.
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Valuation & Fundamentals
| Metric |
JNJ |
PLTR |
| Current Price |
$270.68 |
$189.67 |
| Fair Value Estimate |
$286.05 |
$194.30 |
| Upside to Fair Value |
+5.7%
|
+2.4%
|
| Market Cap |
$652.3B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
139.9x
|
| Price / Sales |
6.7x
|
70.7x
|
| Price / FCF |
35.3x
|
135.3x
|
| Revenue Growth YoY |
+6.6%
|
+92.8%
|
| Gross Margin |
67.9%
|
84.8%
|
| Operating Margin |
26.8%
|
42.8%
|
| Return on Equity |
25.7%
|
37.5%
|
| Dividend Yield |
1.95% |
0% |
| FCF Yield |
2.83%
|
0.74%
|
| Analyst Consensus |
Buy
|
Hold
|
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:…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
JNJ |
PLTR |
| Zone Low |
$214.54 |
$145.73 |
| Zone High |
$243.14 |
$165.16 |
| In Buy Zone? |
No
|
No
|