Johnson & Johnson (JNJ)vsSeaboard Corporation (SEB)
JNJ
Johnson & Johnson
$239.93
+1.98%
HEALTHCARE · Cap: $567.22B
SEB
Seaboard Corporation
$5,405.30
+3.78%
INDUSTRIALS · Cap: $3.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 859% more annual revenue ($94.19B vs $9.82B). JNJ leads profitability with a 28.5% profit margin vs 4.0%. SEB appears more attractively valued with a PEG of 0.65. JNJ earns a higher WallStSmart Score of 71/100 (B).
JNJ
Strong Buy71
out of 100
Grade: B
SEB
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.5%
Fair Value
$516.67
Current Price
$239.93
$276.74 discount
Margin of Safety
+71.0%
Fair Value
$19183.79
Current Price
$5405.30
$13778.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 28 of every $100 in revenue as profit
Strong operational efficiency at 24.0%
Earnings expanding 48.6% YoY
Generating 5.5B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 67.5% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
4.0% margin — thin
Operating margin of 3.3%
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 28.5% and operating margin at 24.0%.
Bull Case : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : JNJ
The primary concerns for JNJ are PEG Ratio.
Bear Case : SEB
The primary concerns for SEB are Profit Margin, Operating Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
JNJ profiles as a mature stock while SEB is a value play — different risk/reward profiles.
SEB carries more volatility with a beta of 0.37 — expect wider price swings.
SEB is growing revenue faster at 14.5% — sustainability is the question.
JNJ generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (71/100 vs 65/100), backed by strong 28.5% margins. SEB offers better value entry with a 71.0% margin of safety. Both earn "Strong Buy" and "Strong 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 →Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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