Johnson & Johnson (JNJ)vsMesoblast Ltd (MESO)
JNJ
Johnson & Johnson
$271.22
+0.20%
HEALTHCARE · Cap: $648.67B
MESO
Mesoblast Ltd
$15.12
-2.33%
HEALTHCARE · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 81338% more annual revenue ($97.93B vs $120.25M). JNJ leads profitability with a 21.5% profit margin vs -47.8%. JNJ earns a higher WallStSmart Score of 59/100 (C).
JNJ
Buy59
out of 100
Grade: C
MESO
Avoid26
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JNJ.
Margin of Safety
+68.5%
Fair Value
$58.14
Current Price
$15.12
$43.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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 29.2%
Generating 3.4B in free cash flow
Revenue surging 390.7% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 0.9%
0.0% earnings growth
ROE of -18.2% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 29.2%.
Bull Case : MESO
The strongest argument for MESO centers on Revenue Growth, Debt/Equity. Revenue growth of 390.7% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : MESO
The primary concerns for MESO are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
JNJ profiles as a mature stock while MESO is a hypergrowth play — different risk/reward profiles.
MESO carries more volatility with a beta of 0.82 — expect wider price swings.
MESO is growing revenue faster at 390.7% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (59/100 vs 26/100), backed by strong 21.5% margins. MESO offers better value entry with a 68.5% margin of safety. 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.
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 →Mesoblast Ltd
HEALTHCARE · BIOTECHNOLOGY · USA
Mesoblast Limited, a biopharmaceutical company, develops and markets allogeneic cellular drugs. The company is headquartered in Melbourne, Australia.
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