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 2026-09-26.
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
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 |
QCOM |
| Current Price |
$270.68 |
$201.97 |
| Fair Value Estimate |
$286.05 |
$159.42 |
| Upside to Fair Value |
+5.7%
|
-21.1%
|
| Market Cap |
$652.3B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
16.5x
|
| Price / Sales |
6.7x
|
4.8x
|
| Price / FCF |
35.3x
|
20.5x
|
| Revenue Growth YoY |
+6.6%
|
-4.0%
|
| Gross Margin |
67.9%
|
54.2%
|
| Operating Margin |
26.8%
|
23.2%
|
| Return on Equity |
25.7%
|
37.3%
|
| Dividend Yield |
1.95% |
1.79% |
| FCF Yield |
2.83%
|
4.88%
|
| 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:…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
JNJ |
QCOM |
| Zone Low |
$214.54 |
$119.56 |
| Zone High |
$243.14 |
$135.51 |
| In Buy Zone? |
No
|
No
|