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 2026-09-25.
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+5.7%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
TTD |
| Current Price |
$270.68 |
$14.26 |
| Fair Value Estimate |
$286.05 |
$14.00 |
| Upside to Fair Value |
+5.7%
|
-1.8%
|
| Market Cap |
$652.3B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
7.5x
|
| Price / Sales |
6.7x
|
2.2x
|
| Price / FCF |
35.3x
|
7.8x
|
| Revenue Growth YoY |
+6.6%
|
+3.0%
|
| Gross Margin |
67.9%
|
83.0%
|
| Operating Margin |
26.8%
|
19.6%
|
| Return on Equity |
25.7%
|
16.1%
|
| Dividend Yield |
1.95% |
0% |
| FCF Yield |
2.83%
|
12.89%
|
| 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:…
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
JNJ |
TTD |
| Zone Low |
$214.54 |
$10.50 |
| Zone High |
$243.14 |
$11.90 |
| In Buy Zone? |
No
|
No
|