JNJ vs VRT: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Johnson & Johnson · Healthcare
$230.69
+10.8% upside to fair value
Grade C
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(+10.8%).
JNJ trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
VRT |
| Current Price |
$230.69 |
$305.14 |
| Fair Value Estimate |
$255.61 |
$167.83 |
| Upside to Fair Value |
+10.8%
|
-45.0%
|
| Market Cap |
$555.9B |
$116.8B |
| Forward P/E |
26.8x
|
75.0x
|
| EV / EBITDA |
18.5x
|
50.1x
|
| Price / Sales |
5.8x
|
10.8x
|
| Price / FCF |
28.2x
|
50.5x
|
| Revenue Growth YoY |
+9.9%
|
+30.1%
|
| Gross Margin |
69.1%
|
36.2%
|
| Operating Margin |
26.9%
|
18.5%
|
| Return on Equity |
26.5%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.54%
|
1.98%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Johnson & Johnson is a leading healthcare company focused on pharmaceuticals and medical devices following its consumer health spin-off. The business quality is high due to its durable competitive moat, diversified portfolio, and strong management with deep institutional knowledge. Despite a 52.4% decline in earnings in the most recent quarter, revenue grew 9.9% year-over-year in the same period,…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
JNJ |
VRT |
| Zone Low |
$191.71 |
$125.87 |
| Zone High |
$217.27 |
$142.66 |
| In Buy Zone? |
No
|
No
|