JNJ vs WDC: Which Is the Better Buy?
Side-by-side comparison of Johnson & Johnson and Western Digital Corporation — 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
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
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 |
WDC |
| Current Price |
$270.68 |
$441.36 |
| Fair Value Estimate |
$286.05 |
$367.30 |
| Upside to Fair Value |
+5.7%
|
-16.8%
|
| Market Cap |
$652.3B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.2x
|
17.4x
|
| Price / Sales |
6.7x
|
11.8x
|
| Price / FCF |
35.3x
|
47.3x
|
| Revenue Growth YoY |
+6.6%
|
+43.8%
|
| Gross Margin |
67.9%
|
48.9%
|
| Operating Margin |
26.8%
|
34.9%
|
| Return on Equity |
25.7%
|
118.6%
|
| Dividend Yield |
1.95% |
0.12% |
| FCF Yield |
2.83%
|
2.12%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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:…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
JNJ |
WDC |
| Zone Low |
$214.54 |
$275.48 |
| Zone High |
$243.14 |
$312.20 |
| In Buy Zone? |
No
|
No
|