WallStSmart

Amicus Therapeutics Inc (FOLD)vsJohnson & Johnson (JNJ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 15094% more annual revenue ($96.36B vs $634.21M). JNJ leads profitability with a 21.8% profit margin vs -4.3%. JNJ earns a higher WallStSmart Score of 59/100 (C).

FOLD

Avoid

30

out of 100

Grade: F

Growth: 6.7Profit: 3.5Value: 5.0Quality: 4.5
Piotroski: 2/9Altman Z: -2.45

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

Intrinsic value data unavailable for FOLD.

JNJSignificantly Overvalued (-38.5%)

Margin of Safety

-38.5%

Fair Value

$160.72

Current Price

$221.32

$60.60 premium

UndervaluedFair: $160.72Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FOLD1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
23.7%8/10

Revenue surging 23.7% year-over-year

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$535.63B10/10

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

FOLD4 concerns · Avg: 3.0/10
Price/BookValuation
16.5x4/10

Trading at 16.5x book value

Debt/EquityHealth
1.613/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-11.6%2/10

ROE of -11.6% — below average capital efficiency

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
25.8x4/10

Moderate valuation

PEG RatioValuation
2.922/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.9%2/10

Earnings declined 52.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : FOLD

The strongest argument for FOLD centers on Revenue Growth. Revenue growth of 23.7% 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 21.8% and operating margin at 27.4%.

Bear Case : FOLD

The primary concerns for FOLD are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Bear Case : JNJ

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

Key Dynamics to Monitor

FOLD profiles as a growth stock while JNJ is a mature play — different risk/reward profiles.

FOLD carries more volatility with a beta of 0.48 — expect wider price swings.

FOLD is growing revenue faster at 23.7% — 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 30/100), backed by strong 21.8% margins. 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.

Amicus Therapeutics Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Amicus Therapeutics, Inc., a biotechnology company, focuses on discovering, developing and delivering drugs for people living with rare metabolic diseases. The company is headquartered in Philadelphia, Pennsylvania.

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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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