CONMED Corporation (CNMD)vsJohnson & Johnson (JNJ)
CNMD
CONMED Corporation
$45.76
-3.05%
HEALTHCARE · Cap: $1.37B
JNJ
Johnson & Johnson
$275.19
+1.53%
HEALTHCARE · Cap: $615.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 7142% more annual revenue ($99.33B vs $1.37B). JNJ leads profitability with a 16.2% profit margin vs 4.1%. CNMD appears more attractively valued with a PEG of 1.84. JNJ earns a higher WallStSmart Score of 57/100 (C).
CNMD
Buy57
out of 100
Grade: C
JNJ
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.9%
Fair Value
$57.90
Current Price
$45.76
$12.14 discount
Margin of Safety
-83.0%
Fair Value
$144.12
Current Price
$275.19
$131.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Strong operational efficiency at 25.1%
Generating 6.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
0.3% revenue growth
Distress zone — elevated risk
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 96.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CNMD
The strongest argument for CNMD centers on Price/Book.
Bull Case : JNJ
The strongest argument for JNJ centers on Market Cap, Operating Margin, Free Cash Flow. Profitability is solid with margins at 16.2% and operating margin at 25.1%.
Bear Case : CNMD
The primary concerns for CNMD are PEG Ratio, Revenue Growth, Altman Z-Score. Thin 4.1% margins leave little buffer for downturns.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CNMD profiles as a value stock while JNJ is a mature play — different risk/reward profiles.
CNMD carries more volatility with a beta of 0.94 — expect wider price swings.
JNJ is growing revenue faster at 5.9% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
CNMD scores higher overall (57/100 vs 57/100). Both earn "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.
CONMED Corporation
HEALTHCARE · MEDICAL DEVICES · USA
CONMED Corporation, a medical technology company, develops, manufactures and sells surgical devices and related equipment for minimally invasive procedures worldwide. The company is headquartered in Largo, Florida.
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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