Johnson & Johnson (JNJ)vsSolventum Corp. (SOLV)
JNJ
Johnson & Johnson
$229.85
-1.16%
HEALTHCARE · Cap: $547.28B
SOLV
Solventum Corp.
$67.36
+1.31%
HEALTHCARE · Cap: $11.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 1058% more annual revenue ($96.36B vs $8.32B). JNJ leads profitability with a 21.8% profit margin vs 18.7%. SOLV appears more attractively valued with a PEG of 1.22. SOLV earns a higher WallStSmart Score of 70/100 (B-).
JNJ
Buy59
out of 100
Grade: C
SOLV
Strong Buy70
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
+60.4%
Fair Value
$205.96
Current Price
$67.36
$138.60 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
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Earnings expanding 100.8% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Earnings declined 52.9%
Elevated debt levels
Weak financial health signals
Revenue declined 3.7%
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 21.8% and operating margin at 27.4%.
Bull Case : SOLV
The strongest argument for SOLV centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 18.7% and operating margin at 7.0%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : SOLV
The primary concerns for SOLV are Debt/Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
JNJ profiles as a mature stock while SOLV is a declining play — different risk/reward profiles.
SOLV carries more volatility with a beta of 0.77 — expect wider price swings.
JNJ is growing revenue faster at 9.9% — sustainability is the question.
JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
SOLV scores higher overall (70/100 vs 59/100), backed by strong 18.7% margins. 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 →Solventum Corp.
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Solventum Corporation, a healthcare company, engages in the developing, manufacturing, and commercializing a portfolio of solutions to address critical customer and patient needs. The company is headquartered in Saint Paul, Minnesota.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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