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 2026-07-15.
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
VS
Palantir Technologies Inc. · Technology
$128.47
-41.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(-21.7%).
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 |
PLTR |
| Current Price |
$253.85 |
$128.47 |
| Fair Value Estimate |
$198.76 |
$75.23 |
| Upside to Fair Value |
-21.7%
|
-41.4%
|
| Market Cap |
$611.1B |
$295.0B |
| Forward P/E |
29.3x
|
133.8x
|
| EV / EBITDA |
19.2x
|
124.7x
|
| Price / Sales |
6.3x
|
56.5x
|
| Price / FCF |
34.3x
|
109.7x
|
| Revenue Growth YoY |
+9.9%
|
+84.7%
|
| Gross Margin |
69.1%
|
84.1%
|
| Operating Margin |
26.9%
|
38.1%
|
| Return on Equity |
26.3%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.91%
|
0.91%
|
| Analyst Consensus |
Buy
|
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,…
Palantir Technologies Inc. is a software infrastructure company specializing in data analytics platforms primarily serving government and commercial clients. The company benefits from a durable competitive moat in government and select commercial verticals, driven by long-tenured founder leadership and high insider ownership. Palantir exhibits very strong recent growth with revenue up approximate…
Accumulation Zones
| Metric |
JNJ |
PLTR |
| Zone Low |
$149.07 |
$56.42 |
| Zone High |
$168.95 |
$63.95 |
| In Buy Zone? |
No
|
No
|