WallStSmart

Castle Biosciences Inc (CSTL)vsJohnson & Johnson (JNJ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 28248% more annual revenue ($96.36B vs $339.92M). JNJ leads profitability with a 21.8% profit margin vs -3.8%. JNJ earns a higher WallStSmart Score of 57/100 (C).

CSTL

Avoid

31

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 6.7Quality: 8.5
Piotroski: 3/9Altman Z: 3.11

JNJ

Buy

57

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

CSTLUndervalued (+58.2%)

Margin of Safety

+58.2%

Fair Value

$77.42

Current Price

$21.38

$56.04 discount

UndervaluedFair: $77.42Overvalued
JNJSignificantly Overvalued (-67.8%)

Margin of Safety

-67.8%

Fair Value

$136.12

Current Price

$241.00

$104.88 premium

UndervaluedFair: $136.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSTL3 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.0810/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.1110/10

Safe zone — low bankruptcy risk

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$567.28B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
25.9%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

CSTL4 concerns · Avg: 2.5/10
Market CapQuality
$627.83M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-2.8%2/10

ROE of -2.8% — below average capital efficiency

Revenue GrowthGrowth
-4.9%2/10

Revenue declined 4.9%

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
27.3x4/10

Moderate valuation

PEG RatioValuation
3.062/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.9%2/10

Earnings declined 52.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : CSTL

The strongest argument for CSTL centers on Price/Book, Debt/Equity, Altman Z-Score.

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 : CSTL

The primary concerns for CSTL are Market Cap, Piotroski F-Score, Return on Equity.

Bear Case : JNJ

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

Key Dynamics to Monitor

CSTL profiles as a turnaround stock while JNJ is a mature play — different risk/reward profiles.

CSTL carries more volatility with a beta of 1.02 — 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 (57/100 vs 31/100), backed by strong 21.8% margins. CSTL offers better value entry with a 58.2% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Castle Biosciences Inc

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Castle Biosciences Inc. is a leading diagnostics company dedicated to improving patient care through cutting-edge gene-expression profiling tests, specifically in the realm of skin cancer, with its flagship product, DecisionDx®-Melanoma. This innovative solution provides crucial insights into patient risk stratification, thus facilitating informed treatment decisions in melanoma management. With a steadfast commitment to precision medicine and a robust research and development framework, Castle Biosciences is strategically positioned to expand its portfolio and address pivotal clinical needs. By focusing on the complexities of oncology, the company aims to enhance clinical outcomes while driving significant value for shareholders.

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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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