WallStSmart

Goodrx Holdings Inc (GDRX)vsJohnson & Johnson (JNJ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 12329% more annual revenue ($97.93B vs $787.89M). JNJ leads profitability with a 21.5% profit margin vs 2.6%. JNJ trades at a lower P/E of 29.1x. JNJ earns a higher WallStSmart Score of 57/100 (C).

GDRX

Avoid

35

out of 100

Grade: F

Growth: 2.7Profit: 5.0Value: 4.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.20

JNJ

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 8.5Value: 4.3Quality: 6.0
Piotroski: 4/9Altman Z: 2.64

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GDRX1 strengths · Avg: 8.0/10
Price/BookValuation
1.8x8/10

Reasonable price relative to book value

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$615.36B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
24.8%9/10

Every $100 of equity generates 25 in profit

Profit MarginProfitability
21.5%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
28.6%8/10

Strong operational efficiency at 28.6%

Free Cash FlowQuality
$3.39B8/10

Generating 3.4B in free cash flow

Areas to Watch

GDRX4 concerns · Avg: 2.8/10
Market CapQuality
$1.00B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

P/E RatioValuation
49.3x2/10

Premium valuation, high expectations priced in

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
29.1x4/10

Moderate valuation

PEG RatioValuation
4.142/10

Expensive relative to growth rate

EPS GrowthGrowth
-1.0%2/10

Earnings declined 1.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : GDRX

The strongest argument for GDRX centers on Price/Book.

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 : GDRX

The primary concerns for GDRX are Market Cap, Return on Equity, Profit Margin. A P/E of 49.3x leaves little room for execution misses. Thin 2.6% 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

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

GDRX carries more volatility with a beta of 1.61 — expect wider price swings.

JNJ is growing revenue faster at 6.6% — sustainability is the question.

JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.

Bottom Line

JNJ scores higher overall (57/100 vs 35/100), backed by strong 21.5% 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.

Goodrx Holdings Inc

HEALTHCARE · HEALTH INFORMATION SERVICES · USA

GoodRx Holdings, Inc. provides information and tools that allow consumers to compare prices and save when buying prescription drugs in the United States. The company is headquartered in Santa Monica, California.

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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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