The Ensign Group Inc (ENSG)vsJohnson & Johnson (JNJ)
ENSG
The Ensign Group Inc
$178.83
-1.68%
HEALTHCARE · Cap: $10.05B
JNJ
Johnson & Johnson
$255.88
-3.66%
HEALTHCARE · Cap: $615.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 1757% more annual revenue ($97.93B vs $5.27B). JNJ leads profitability with a 21.5% profit margin vs 6.9%. ENSG appears more attractively valued with a PEG of 1.51. ENSG earns a higher WallStSmart Score of 62/100 (C+).
ENSG
Buy62
out of 100
Grade: C+
JNJ
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-45.8%
Fair Value
$145.31
Current Price
$178.83
$33.52 premium
Intrinsic value data unavailable for JNJ.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
18.4% revenue growth
Earnings expanding 21.9% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 28.6%
Generating 3.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
6.9% margin — thin
Moderate valuation
Expensive relative to growth rate
Earnings declined 1.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : ENSG
The strongest argument for ENSG centers on Revenue Growth, EPS Growth. Revenue growth of 18.4% 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 21.5% and operating margin at 28.6%.
Bear Case : ENSG
The primary concerns for ENSG are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
ENSG profiles as a growth stock while JNJ is a mature play — different risk/reward profiles.
ENSG carries more volatility with a beta of 0.69 — expect wider price swings.
ENSG is growing revenue faster at 18.4% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
ENSG scores higher overall (62/100 vs 57/100) and 18.4% revenue growth. 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.
The Ensign Group Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
The Ensign Group, Inc. provides health care services in the post-acute care continuum and other ancillary businesses. The company is headquartered in San Juan Capistrano, California.
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 MEDICAL CARE FACILITIES Stocks
Want to dig deeper into these stocks?