Johnson & Johnson (JNJ)vsMedline Inc. Class A Common Stock (MDLN)
JNJ
Johnson & Johnson
$276.25
+1.43%
HEALTHCARE · Cap: $657.68B
MDLN
Medline Inc. Class A Common Stock
$39.64
-0.30%
HEALTHCARE · Cap: $43.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 232% more annual revenue ($99.33B vs $29.94B). JNJ leads profitability with a 16.2% profit margin vs 2.3%. JNJ trades at a lower P/E of 41.5x. JNJ earns a higher WallStSmart Score of 54/100 (C-).
JNJ
Buy54
out of 100
Grade: C-
MDLN
Buy52
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 25.7%
Generating 6.4B in free cash flow
Earnings expanding 262.0% YoY
Areas to Watch
Trading at 8.2x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 6.0% — below average capital efficiency
2.3% margin — thin
Operating margin of 0.8%
Comparative Analysis Report
WallStSmart ResearchBull 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 25.7%.
Bull Case : MDLN
The strongest argument for MDLN centers on EPS Growth. Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 41.5x leaves little room for execution misses.
Bear Case : MDLN
The primary concerns for MDLN are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 80.3x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
JNJ profiles as a mature stock while MDLN is a value play — different risk/reward profiles.
MDLN is growing revenue faster at 11.6% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JNJ scores higher overall (54/100 vs 52/100), backed by strong 16.2% margins. 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.
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 →Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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