JNJ vs PYPL: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and PayPal Holdings, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Johnson & Johnson ยท Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
PayPal Holdings, Inc. ยท Financial Services
$52.71
+9.1% upside to fair value
Med Conviction
Grade B-
QuantHub Verdict
PYPL has more upside to fair value
(+9.1%).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
JNJ |
PYPL |
| Current Price |
$270.68 |
$52.71 |
| Fair Value Estimate |
$286.05 |
$57.50 |
| Upside to Fair Value |
+5.7%
|
+9.1%
|
| Market Cap |
$652.3B |
$45.1B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
20.2x
|
6.8x
|
| Price / Sales |
6.7x
|
1.3x
|
| Price / FCF |
35.3x
|
7.2x
|
| Revenue Growth YoY |
+6.6%
|
+4.8%
|
| Gross Margin |
67.9%
|
45.8%
|
| Operating Margin |
26.8%
|
18.8%
|
| Return on Equity |
25.7%
|
24.4%
|
| Dividend Yield |
1.95% |
1.06% |
| FCF Yield |
2.83%
|
13.97%
|
| 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:โฆ
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under comโฆ
Accumulation Zones
| Metric |
JNJ |
PYPL |
| Zone Low |
$214.54 |
$43.12 |
| Zone High |
$243.14 |
$48.88 |
| In Buy Zone? |
No
|
No
|