JNJ vs TTD: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and The Trade Desk, Inc. — 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
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
TTD has more upside to fair value
(+45.0%).
TTD trades at a lower forward P/E
(20.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
TTD |
| Current Price |
$253.85 |
$18.51 |
| Fair Value Estimate |
$198.76 |
$26.84 |
| Upside to Fair Value |
-21.7%
|
+45.0%
|
| Market Cap |
$611.1B |
$8.7B |
| Forward P/E |
29.3x
|
20.3x
|
| EV / EBITDA |
19.2x
|
10.5x
|
| Price / Sales |
6.3x
|
2.9x
|
| Price / FCF |
34.3x
|
10.4x
|
| Revenue Growth YoY |
+9.9%
|
+11.8%
|
| Gross Margin |
69.1%
|
77.8%
|
| Operating Margin |
26.9%
|
20.3%
|
| Return on Equity |
26.3%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.91%
|
9.62%
|
| 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,…
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
JNJ |
TTD |
| Zone Low |
$149.07 |
$20.13 |
| Zone High |
$168.95 |
$22.81 |
| In Buy Zone? |
No
|
Yes
|