argenx NV ADR (ARGX)vsJohnson & Johnson (JNJ)
ARGX
argenx NV ADR
$846.19
-1.67%
HEALTHCARE · Cap: $53.36B
JNJ
Johnson & Johnson
$248.94
-1.62%
HEALTHCARE · Cap: $623.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 1932% more annual revenue ($96.36B vs $4.74B). ARGX leads profitability with a 31.4% profit margin vs 21.8%. ARGX appears more attractively valued with a PEG of 1.46. ARGX earns a higher WallStSmart Score of 73/100 (B).
ARGX
Strong Buy73
out of 100
Grade: B
JNJ
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.7%
Fair Value
$2178.82
Current Price
$846.19
$1332.63 discount
Margin of Safety
-85.4%
Fair Value
$136.92
Current Price
$248.94
$112.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 30.0%
Revenue surging 62.6% year-over-year
Earnings expanding 114.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Mega-cap, among the largest globally
Every $100 of equity generates 26 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 27.4%
Generating 1.5B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 178.9x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 52.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : ARGX
The strongest argument for ARGX centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.4% and operating margin at 30.0%. Revenue growth of 62.6% 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 21.8% and operating margin at 27.4%.
Bear Case : ARGX
The primary concerns for ARGX are P/E Ratio, Piotroski F-Score, Price/Book.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
ARGX profiles as a growth stock while JNJ is a mature play — different risk/reward profiles.
JNJ carries more volatility with a beta of 0.23 — expect wider price swings.
ARGX is growing revenue faster at 62.6% — sustainability is the question.
Monitor BIOTECHNOLOGY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ARGX scores higher overall (73/100 vs 57/100), backed by strong 31.4% margins and 62.6% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
argenx NV ADR
HEALTHCARE · BIOTECHNOLOGY · USA
argenx SE, a clinical-phase biotechnology company, focuses on the development of antibody-based therapies for the treatment of autoimmune diseases, hematology and cancer. The company is headquartered in Breda, the Netherlands.
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.
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