JNJ vs SLB: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and SLB N.V. — 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
SLB N.V. · Energy
$48.09
-33.4% upside to fair value
Grade C
QuantHub Verdict
JNJ has more upside to fair value
(-21.7%).
SLB trades at a lower forward P/E
(21.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
SLB |
| Current Price |
$253.85 |
$48.09 |
| Fair Value Estimate |
$198.76 |
$32.01 |
| Upside to Fair Value |
-21.7%
|
-33.4%
|
| Market Cap |
$611.1B |
$71.9B |
| Forward P/E |
29.3x
|
21.8x
|
| EV / EBITDA |
19.2x
|
10.9x
|
| Price / Sales |
6.3x
|
2.0x
|
| Price / FCF |
34.3x
|
15.4x
|
| Revenue Growth YoY |
+9.9%
|
+2.7%
|
| Gross Margin |
69.1%
|
17.3%
|
| Operating Margin |
26.9%
|
14.4%
|
| Return on Equity |
26.3%
|
13.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.91%
|
6.51%
|
| Analyst Consensus |
Buy
|
Strong 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,…
SLB N.V. is a global leader in oilfield services, specializing in well construction, production systems, reservoir performance, and digital solutions. The company benefits from a durable competitive moat anchored in technology, integrated service breadth, and global infrastructure, with a management team that has long tenure and deep industry experience. Despite solid free cash flow generation of…
Accumulation Zones
| Metric |
JNJ |
SLB |
| Zone Low |
$149.07 |
$24.01 |
| Zone High |
$168.95 |
$27.21 |
| In Buy Zone? |
No
|
No
|