Johnson & Johnson (JNJ)vsMedtronic PLC (MDT)
JNJ
Johnson & Johnson
$276.25
+1.43%
HEALTHCARE · Cap: $657.68B
MDT
Medtronic PLC
$104.84
-2.90%
HEALTHCARE · Cap: $123.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 165% more annual revenue ($99.33B vs $37.54B). JNJ leads profitability with a 16.2% profit margin vs 13.9%. MDT appears more attractively valued with a PEG of 1.73. MDT earns a higher WallStSmart Score of 68/100 (B-).
JNJ
Buy54
out of 100
Grade: C-
MDT
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JNJ.
Margin of Safety
-2.6%
Fair Value
$94.08
Current Price
$104.84
$10.76 premium
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
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 40.7% YoY
Generating 1.3B in free cash flow
Areas to Watch
Trading at 8.2x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Grey zone — moderate risk
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 : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, EPS Growth. Revenue growth of 13.7% 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 : MDT
The primary concerns for MDT are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
JNJ profiles as a mature stock while MDT is a value play — different risk/reward profiles.
MDT carries more volatility with a beta of 0.57 — expect wider price swings.
MDT is growing revenue faster at 13.7% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
MDT scores higher overall (68/100 vs 54/100) and 13.7% revenue growth. Both earn "Strong 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 →Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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