Johnson & Johnson (JNJ)vsPhibro Animal Health Corporation (PAHC)
JNJ
Johnson & Johnson
$229.85
+1.10%
HEALTHCARE · Cap: $547.28B
PAHC
Phibro Animal Health Corporation
$52.50
-3.30%
HEALTHCARE · Cap: $2.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 6481% more annual revenue ($96.36B vs $1.46B). JNJ leads profitability with a 21.8% profit margin vs 6.3%. PAHC appears more attractively valued with a PEG of 1.68. PAHC earns a higher WallStSmart Score of 67/100 (B-).
JNJ
Buy59
out of 100
Grade: C
PAHC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.5%
Fair Value
$160.13
Current Price
$229.85
$69.72 premium
Margin of Safety
+59.9%
Fair Value
$128.61
Current Price
$52.50
$76.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 26 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 27.4%
Generating 1.5B in free cash flow
Every $100 of equity generates 32 in profit
Earnings expanding 752.0% YoY
Revenue surging 20.9% year-over-year
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Earnings declined 52.9%
Expensive relative to growth rate
6.3% margin — thin
Elevated debt levels
Weak financial health signals
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 21.8% and operating margin at 27.4%.
Bull Case : PAHC
The strongest argument for PAHC centers on Return on Equity, EPS Growth, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : PAHC
The primary concerns for PAHC are PEG Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.82 is elevated, increasing financial risk.
Key Dynamics to Monitor
JNJ profiles as a mature stock while PAHC is a growth play — different risk/reward profiles.
PAHC carries more volatility with a beta of 0.69 — expect wider price swings.
PAHC is growing revenue faster at 20.9% — sustainability is the question.
JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
PAHC scores higher overall (67/100 vs 59/100) and 20.9% 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 →Phibro Animal Health Corporation
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Phibro Animal Health Corporation develops, manufactures and supplies a range of mineral nutrition and animal health products for livestock primarily in the United States. The company is headquartered in Teaneck, New Jersey.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?