Bausch Health Companies Inc (BHC)vsJohnson & Johnson (JNJ)
BHC
Bausch Health Companies Inc
$5.02
-1.95%
HEALTHCARE · Cap: $1.86B
JNJ
Johnson & Johnson
$240.45
+0.85%
HEALTHCARE · Cap: $579.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 818% more annual revenue ($94.19B vs $10.27B). JNJ leads profitability with a 28.5% profit margin vs 1.5%. BHC appears more attractively valued with a PEG of 0.01. JNJ earns a higher WallStSmart Score of 71/100 (B).
BHC
Strong Buy69
out of 100
Grade: B-
JNJ
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.1%
Fair Value
$19.66
Current Price
$5.02
$14.64 discount
Margin of Safety
+53.5%
Fair Value
$516.67
Current Price
$240.45
$276.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 44 in profit
Earnings expanding 1368.0% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 25.8%
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 29 of every $100 in revenue as profit
Strong operational efficiency at 24.0%
Earnings expanding 48.6% YoY
Generating 5.5B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
1.5% margin — thin
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BHC
The strongest argument for BHC centers on PEG Ratio, P/E Ratio, Return on Equity. PEG of 0.01 suggests the stock is reasonably priced for its growth.
Bull Case : JNJ
The strongest argument for JNJ centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 28.5% and operating margin at 24.0%.
Bear Case : BHC
The primary concerns for BHC are Market Cap, Profit Margin, Altman Z-Score. Thin 1.5% margins leave little buffer for downturns.
Bear Case : JNJ
The primary concerns for JNJ are PEG Ratio.
Key Dynamics to Monitor
BHC profiles as a value stock while JNJ is a mature play — different risk/reward profiles.
BHC carries more volatility with a beta of 0.37 — expect wider price swings.
BHC is growing revenue faster at 9.3% — sustainability is the question.
JNJ generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (71/100 vs 69/100), backed by strong 28.5% margins. BHC offers better value entry with a 69.1% margin of safety. Both earn "Strong Buy" and "Strong 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.
Bausch Health Companies Inc
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Bausch Health Companies Inc. develops, manufactures and markets a range of pharmaceutical, medical device and over-the-counter (OTC) products primarily in the therapeutic areas of eye health, gastroenterology and dermatology. The company is headquartered in Laval, Canada.
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 DRUG MANUFACTURERS - SPECIALTY & GENERIC Stocks
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