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 2026-07-15.
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
High Quality
VS
Vertiv Holdings Co · Industrials
$333.05
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
JNJ has more upside to fair value
(-21.7%).
JNJ trades at a lower forward P/E
(29.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
JNJ |
VRT |
| Current Price |
$253.85 |
$333.05 |
| Fair Value Estimate |
$198.76 |
$183.18 |
| Upside to Fair Value |
-21.7%
|
-45.0%
|
| Market Cap |
$611.1B |
$127.9B |
| Forward P/E |
29.3x
|
81.8x
|
| EV / EBITDA |
19.2x
|
55.4x
|
| Price / Sales |
6.3x
|
11.8x
|
| Price / FCF |
34.3x
|
55.4x
|
| Revenue Growth YoY |
+9.9%
|
+30.1%
|
| Gross Margin |
69.1%
|
36.2%
|
| Operating Margin |
26.9%
|
18.5%
|
| Return on Equity |
26.3%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.91%
|
1.81%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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,…
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
| Metric |
JNJ |
VRT |
| Zone Low |
$149.07 |
$137.38 |
| Zone High |
$168.95 |
$155.70 |
| In Buy Zone? |
No
|
No
|