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 2026-04-16.
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
JNJ has more upside to fair value
(-11.8%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
PLTR |
| Current Price |
$238.46 |
$142.76 |
| Fair Value Estimate |
$210.28 |
$108.00 |
| Upside to Fair Value |
-11.8%
|
-24.3%
|
| Market Cap |
$574.7B |
$327.1B |
| Forward P/E |
20.2x
|
209.7x
|
| EV / EBITDA |
13.3x
|
—
|
| Price / Sales |
6.2x
|
73.1x
|
| Price / FCF |
29.4x
|
155.7x
|
| Revenue Growth YoY |
+6.1%
|
+19.1%
|
| Gross Margin |
72.8%
|
82.4%
|
| Operating Margin |
27.2%
|
31.6%
|
| Return on Equity |
32.87%
|
25.7%
|
| Dividend Yield |
2.18% |
— |
| FCF Yield |
3.4%
|
0.6%
|
| Analyst Consensus |
Moderate Buy
|
Buy
|
Investment Thesis
Johnson & Johnson is a high-quality healthcare conglomerate focused exclusively on Innovative Medicine and MedTech following the Kenvue spin-off. The company delivered $94.2B in FY2025 revenue with 6% operational growth, generated $19.7B in free cash flow, and guided for $99.5-100.5B in 2026 operational sales (above consensus). However, at $238 the stock trades at a P/S of 6.15x, well above the 5…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
JNJ |
PLTR |
| Zone Low |
$157.71 |
$81.00 |
| Zone High |
$178.74 |
$92.00 |
| In Buy Zone? |
No
|
No
|