Johnson & Johnson (JNJ)vsTeleflex Incorporated (TFX)
JNJ
Johnson & Johnson
$275.19
+1.53%
HEALTHCARE · Cap: $615.87B
TFX
Teleflex Incorporated
$138.98
-0.01%
HEALTHCARE · Cap: $5.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 4306% more annual revenue ($99.33B vs $2.25B). JNJ leads profitability with a 16.2% profit margin vs -45.8%. TFX appears more attractively valued with a PEG of 0.16. JNJ earns a higher WallStSmart Score of 57/100 (C).
JNJ
Buy57
out of 100
Grade: C
TFX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-83.0%
Fair Value
$144.12
Current Price
$275.19
$131.07 premium
Margin of Safety
+9.1%
Fair Value
$117.70
Current Price
$138.98
$21.28 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 25.1%
Generating 6.4B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 28.9% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 96.0%
Distress zone — elevated risk
ROE of -32.7% — below average capital efficiency
Earnings declined 17.3%
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 25.1%.
Bull Case : TFX
The strongest argument for TFX centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 28.9% demonstrates continued momentum. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : TFX
The primary concerns for TFX are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
JNJ profiles as a mature stock while TFX is a growth play — different risk/reward profiles.
TFX carries more volatility with a beta of 0.83 — expect wider price swings.
TFX is growing revenue faster at 28.9% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (57/100 vs 52/100), 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 →Teleflex Incorporated
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Teleflex Incorporated, headquartered in Wayne, Pennsylvania, is an American provider of specialty medical devices for a range of procedures in critical care and surgery.
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