JNJ vs TSLA: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Tesla, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
VS
Tesla, Inc. · Consumer Cyclical
$343.23
-5.3% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
TSLA has more upside to fair value
(-5.3%).
JNJ trades at a lower forward P/E
(20.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
TSLA |
| Current Price |
$238.46 |
$343.23 |
| Fair Value Estimate |
$210.28 |
$325.00 |
| Upside to Fair Value |
-11.8%
|
-5.3%
|
| Market Cap |
$574.7B |
$1,287.9B |
| Forward P/E |
20.2x
|
205.5x
|
| EV / EBITDA |
13.3x
|
108.8x
|
| Price / Sales |
6.2x
|
13.6x
|
| Price / FCF |
29.4x
|
207.1x
|
| Revenue Growth YoY |
+6.1%
|
-2.9%
|
| Gross Margin |
72.8%
|
18.0%
|
| Operating Margin |
27.2%
|
4.6%
|
| Return on Equity |
32.87%
|
4.8%
|
| Dividend Yield |
2.18% |
0% |
| FCF Yield |
3.4%
|
0.48%
|
| Analyst Consensus |
Moderate Buy
|
—
|
Investment Thesis
Johnson & Johnson is a high-quality healthcare conglomerate focused exclusively on Innovative Medicine and MedTech following the Kenvue spin-off. The company delivered $94.2B in FY2025 revenue with 6% operational growth, generated $19.7B in free cash flow, and guided for $99.5-100.5B in 2026 operational sales (above consensus). However, at $238 the stock trades at a P/S of 6.15x, well above the 5…
Tesla remains the most polarizing stock in markets. The core auto business is deteriorating: FY2025 revenue fell 2.9% to $94.8B, net income dropped 46.8% to $3.8B, and Q4 deliveries declined 15.6% YoY to 418K units. Yet the stock trades at 13.6x TTM P/S (near 5yr highs) on the optionality of Cybercab robotaxis launching April 2026, FSD reaching unsupervised status in Austin, and Optimus humanoid …
Accumulation Zones
| Metric |
JNJ |
TSLA |
| Zone Low |
$157.71 |
$244.00 |
| Zone High |
$178.74 |
$276.00 |
| In Buy Zone? |
No
|
No
|