Johnson & Johnson (JNJ)vsOrganon & Co (OGN)
JNJ
Johnson & Johnson
$276.25
+1.43%
HEALTHCARE · Cap: $657.68B
OGN
Organon & Co
$13.87
+0.58%
HEALTHCARE · Cap: $3.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 1521% more annual revenue ($99.33B vs $6.13B). JNJ leads profitability with a 16.2% profit margin vs 3.4%. OGN trades at a lower P/E of 17.7x. JNJ earns a higher WallStSmart Score of 54/100 (C-).
JNJ
Buy54
out of 100
Grade: C-
OGN
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JNJ.
Margin of Safety
+36.5%
Fair Value
$12.11
Current Price
$13.87
$1.76 discount
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
Every $100 of equity generates 34 in profit
Attractively priced relative to earnings
Strong operational efficiency at 20.7%
Areas to Watch
Trading at 8.2x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.4% margin — thin
Weak financial health signals
Revenue declined 2.3%
Earnings declined 28.3%
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 : OGN
The strongest argument for OGN centers on Return on Equity, P/E Ratio, Operating Margin.
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 : OGN
The primary concerns for OGN are Profit Margin, Piotroski F-Score, Revenue Growth. Debt-to-equity of 7.17 is elevated, increasing financial risk. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
JNJ profiles as a mature stock while OGN is a value play — different risk/reward profiles.
OGN carries more volatility with a beta of 1.54 — expect wider price swings.
JNJ is growing revenue faster at 5.9% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (54/100 vs 49/100), backed by strong 16.2% margins. OGN offers better value entry with a 36.5% margin of safety. Both earn "Buy" and "Hold" 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 →Organon & Co
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, Hormone replacement therapy (HRT), and anesthesia. The company sells to international markets.
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