JNJ vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$226.11
-10.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
QCOM has more upside to fair value
(-10.7%).
QCOM trades at a lower forward P/E
(24.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
QCOM |
| Current Price |
$253.85 |
$226.11 |
| Fair Value Estimate |
$198.76 |
$201.84 |
| Upside to Fair Value |
-21.7%
|
-10.7%
|
| Market Cap |
$611.1B |
$238.3B |
| Forward P/E |
29.3x
|
24.3x
|
| EV / EBITDA |
19.2x
|
17.5x
|
| Price / Sales |
6.3x
|
5.4x
|
| Price / FCF |
34.3x
|
19.1x
|
| Revenue Growth YoY |
+9.9%
|
-3.5%
|
| Gross Margin |
69.1%
|
54.8%
|
| Operating Margin |
26.9%
|
25.5%
|
| Return on Equity |
26.3%
|
40.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.91%
|
5.25%
|
| Analyst Consensus |
Buy
|
Hold
|
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,…
Qualcomm Incorporated is a leading semiconductor and telecommunications equipment company specializing in cellular and RF technologies, with a strong competitive moat driven by its intellectual property and scale in premium Android and 5G modems. The company benefits from a long-tenured management team and a diversified business model expanding into automotive, IoT, and computing sectors. Despite…
Accumulation Zones
| Metric |
JNJ |
QCOM |
| Zone Low |
$149.07 |
$151.38 |
| Zone High |
$168.95 |
$171.56 |
| In Buy Zone? |
No
|
No
|