Johnson & Johnson (JNJ)vsTakeda Pharmaceutical Co Ltd ADR (TAK)
JNJ
Johnson & Johnson
$276.25
+1.43%
HEALTHCARE · Cap: $657.68B
TAK
Takeda Pharmaceutical Co Ltd ADR
$21.19
+0.62%
HEALTHCARE · Cap: $64.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Takeda Pharmaceutical Co Ltd ADR generates 4550% more annual revenue ($4.62T vs $99.33B). JNJ leads profitability with a 16.2% profit margin vs -3.5%. TAK appears more attractively valued with a PEG of 0.40. JNJ earns a higher WallStSmart Score of 54/100 (C-).
JNJ
Buy54
out of 100
Grade: C-
TAK
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-89.3%
Fair Value
$144.28
Current Price
$276.25
$131.97 premium
Intrinsic value data unavailable for TAK.
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
Growing faster than its price suggests
Reasonable price relative to book value
Generating 212.6B in free cash flow
Large-cap with strong market position
Areas to Watch
Trading at 8.2x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 5.2% — below average capital efficiency
Earnings declined 9.8%
Distress zone — elevated risk
Currently unprofitable
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 : TAK
The strongest argument for TAK centers on PEG Ratio, Price/Book, Free Cash Flow. Revenue growth of 10.2% demonstrates continued momentum. PEG of 0.40 suggests the stock is reasonably priced for its growth.
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 : TAK
The primary concerns for TAK are Return on Equity, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
JNJ profiles as a mature stock while TAK is a turnaround play — different risk/reward profiles.
JNJ carries more volatility with a beta of 0.21 — expect wider price swings.
TAK is growing revenue faster at 10.2% — sustainability is the question.
TAK generates stronger free cash flow (212.6B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (54/100 vs 53/100), backed by strong 16.2% margins. Both earn "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 →Takeda Pharmaceutical Co Ltd ADR
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Takeda Pharmaceutical Company Limited is engaged in the research, development, manufacture and marketing of pharmaceuticals, over-the-counter drugs and quasi-drug consumer products, and other health care products. The company is headquartered in Tokyo, Japan.
Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?