Johnson & Johnson (JNJ)vsOmada Health, Inc. Common Stock (OMDA)
JNJ
Johnson & Johnson
$270.70
+0.56%
HEALTHCARE · Cap: $648.67B
OMDA
Omada Health, Inc. Common Stock
$19.72
-4.69%
HEALTHCARE · Cap: $1.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 31515% more annual revenue ($97.93B vs $309.76M). JNJ leads profitability with a 21.5% profit margin vs 1.4%. OMDA trades at a lower P/E of 31.0x. JNJ earns a higher WallStSmart Score of 59/100 (C).
JNJ
Buy59
out of 100
Grade: C
OMDA
Hold37
out of 100
Grade: F
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 43.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 0.9%
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
1.4% margin — thin
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 : OMDA
The strongest argument for OMDA centers on Revenue Growth. Revenue growth of 43.1% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : OMDA
The primary concerns for OMDA are P/E Ratio, EPS Growth, Market Cap. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
JNJ profiles as a mature stock while OMDA is a hypergrowth play — different risk/reward profiles.
OMDA is growing revenue faster at 43.1% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JNJ scores higher overall (59/100 vs 37/100), backed by strong 21.5% margins. 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 →Omada Health, Inc. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Omada Health, Inc. provides a range of virtual care programs in the United States. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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