JNJ vs TMO: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
TMO |
| Current Price |
$270.68 |
$658.32 |
| Fair Value Estimate |
$286.05 |
$863.34 |
| Upside to Fair Value |
+5.7%
|
+31.1%
|
| Market Cap |
$652.3B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
25.9x
|
| Price / Sales |
6.7x
|
5.3x
|
| Price / FCF |
35.3x
|
33.4x
|
| Revenue Growth YoY |
+6.6%
|
+10.5%
|
| Gross Margin |
67.9%
|
40.4%
|
| Operating Margin |
26.8%
|
17.7%
|
| Return on Equity |
25.7%
|
13.4%
|
| Dividend Yield |
1.95% |
0.28% |
| FCF Yield |
2.83%
|
3.0%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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:…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
JNJ |
TMO |
| Zone Low |
$214.54 |
$647.50 |
| Zone High |
$243.14 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|