WallStSmart

Bioventus Inc (BVS)vsJohnson & Johnson (JNJ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 16863% more annual revenue ($96.36B vs $568.09M). JNJ leads profitability with a 21.8% profit margin vs 4.0%. BVS appears more attractively valued with a PEG of 1.34. JNJ earns a higher WallStSmart Score of 59/100 (C).

BVS

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 6.7Quality: 5.0

JNJ

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 9.0Value: 3.3Quality: 6.0
Piotroski: 4/9Altman Z: 2.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BVSUndervalued (+77.6%)

Margin of Safety

+77.6%

Fair Value

$36.03

Current Price

$9.87

$26.16 discount

UndervaluedFair: $36.03Overvalued
JNJSignificantly Overvalued (-43.5%)

Margin of Safety

-43.5%

Fair Value

$160.13

Current Price

$229.85

$69.72 premium

UndervaluedFair: $160.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BVS0 strengths · Avg: 0/10

No standout strengths identified

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$547.28B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
26.4%9/10

Every $100 of equity generates 26 in profit

Profit MarginProfitability
21.8%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
27.4%8/10

Strong operational efficiency at 27.4%

Free Cash FlowQuality
$1.47B8/10

Generating 1.5B in free cash flow

Areas to Watch

BVS4 concerns · Avg: 3.8/10
P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.8%4/10

2.8% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$682.47M3/10

Smaller company, higher risk/reward

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
26.3x4/10

Moderate valuation

PEG RatioValuation
2.962/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.9%2/10

Earnings declined 52.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : BVS

PEG of 1.34 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 21.8% and operating margin at 27.4%.

Bear Case : BVS

The primary concerns for BVS are P/E Ratio, Revenue Growth, EPS Growth. Thin 4.0% margins leave little buffer for downturns.

Bear Case : JNJ

The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

BVS profiles as a value stock while JNJ is a mature play — different risk/reward profiles.

BVS carries more volatility with a beta of 0.69 — expect wider price swings.

JNJ is growing revenue faster at 9.9% — sustainability is the question.

JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

JNJ scores higher overall (59/100 vs 49/100), backed by strong 21.8% margins. BVS offers better value entry with a 77.6% 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.

Bioventus Inc

HEALTHCARE · MEDICAL DEVICES · USA

Bioventus Inc., a medical device company, focuses on developing and commercializing clinical treatments that involve and enhance the body's natural healing process in the United States and internationally. The company is headquartered in Durham, North Carolina.

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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