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 2026-04-18.
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
VRT has more upside to fair value
(-11.3%).
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 |
VRT |
| Current Price |
$238.46 |
$307.34 |
| Fair Value Estimate |
$210.28 |
$272.65 |
| Upside to Fair Value |
-11.8%
|
-11.3%
|
| Market Cap |
$574.7B |
$117.6B |
| Forward P/E |
20.2x
|
88.2x
|
| EV / EBITDA |
13.3x
|
55.3x
|
| Price / Sales |
6.2x
|
11.5x
|
| Price / FCF |
29.4x
|
61.2x
|
| Revenue Growth YoY |
+6.1%
|
+7.6%
|
| Gross Margin |
72.8%
|
34.8%
|
| Operating Margin |
27.2%
|
18.2%
|
| Return on Equity |
32.87%
|
40.3%
|
| Dividend Yield |
2.18% |
0% |
| FCF Yield |
3.4%
|
1.63%
|
| Analyst Consensus |
Moderate Buy
|
Strong 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…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
JNJ |
VRT |
| Zone Low |
$157.71 |
$204.49 |
| Zone High |
$178.74 |
$231.75 |
| In Buy Zone? |
No
|
No
|