Adapthealth Corp (AHCO)vsJohnson & Johnson (JNJ)
AHCO
Adapthealth Corp
$5.64
+1.26%
HEALTHCARE · Cap: $761.77M
JNJ
Johnson & Johnson
$271.22
+0.20%
HEALTHCARE · Cap: $648.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 2812% more annual revenue ($97.93B vs $3.36B). JNJ leads profitability with a 21.5% profit margin vs -6.8%. JNJ earns a higher WallStSmart Score of 59/100 (C).
AHCO
Hold47
out of 100
Grade: D+
JNJ
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.3%
Fair Value
$32.23
Current Price
$5.64
$26.59 discount
Intrinsic value data unavailable for JNJ.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 29.2%
Generating 3.4B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 0.8%
Elevated debt levels
ROE of -16.6% — below average capital efficiency
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 0.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : AHCO
The strongest argument for AHCO centers on Price/Book. Revenue growth of 12.7% demonstrates continued momentum.
Bull Case : JNJ
The strongest argument for JNJ centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.5% and operating margin at 29.2%.
Bear Case : AHCO
The primary concerns for AHCO are Market Cap, Operating Margin, Debt/Equity.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AHCO profiles as a turnaround stock while JNJ is a mature play — different risk/reward profiles.
AHCO carries more volatility with a beta of 1.39 — expect wider price swings.
AHCO is growing revenue faster at 12.7% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (59/100 vs 47/100), backed by strong 21.5% margins. AHCO offers better value entry with a 67.3% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Adapthealth Corp
HEALTHCARE · MEDICAL DEVICES · USA
AdaptHealth Corp. The company is headquartered in Plymouth Meeting, Pennsylvania.
Visit Website →Johnson & Johnson
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Johnson & Johnson (J&J) is an American multinational corporation founded in 1886 that develops medical devices, pharmaceuticals, and consumer packaged goods. Its common stock is a component of the Dow Jones Industrial Average and the company is ranked No. 36 on the 2021 Fortune 500 list of the largest United States corporations by total revenue. Johnson & Johnson is one of the world's most valuable companies, and is one of only two U.S.-based companies that has a prime credit rating of AAA, higher than that of the United States government.
Visit Website →Compare with Other MEDICAL DEVICES Stocks
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