Johnson & Johnson (JNJ)vsVeeva Systems Inc Class A (VEEV)
JNJ
Johnson & Johnson
$232.77
+1.07%
HEALTHCARE · Cap: $536.54B
VEEV
Veeva Systems Inc Class A
$172.61
-3.35%
HEALTHCARE · Cap: $25.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 2803% more annual revenue ($96.36B vs $3.32B). VEEV leads profitability with a 28.4% profit margin vs 21.8%. VEEV appears more attractively valued with a PEG of 0.72. VEEV earns a higher WallStSmart Score of 71/100 (B).
JNJ
Buy59
out of 100
Grade: C
VEEV
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.4%
Fair Value
$135.80
Current Price
$232.77
$96.97 premium
Margin of Safety
+39.5%
Fair Value
$292.60
Current Price
$172.61
$119.99 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
Strong operational efficiency at 30.9%
Conservative balance sheet, low leverage
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
16.3% revenue growth
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Earnings declined 52.9%
Moderate valuation
Negative free cash flow — burning cash
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 : VEEV
The strongest argument for VEEV centers on Operating Margin, Debt/Equity, Profit Margin. Profitability is solid with margins at 28.4% and operating margin at 30.9%. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio, Free Cash Flow.
Key Dynamics to Monitor
JNJ profiles as a mature stock while VEEV is a growth play — different risk/reward profiles.
VEEV carries more volatility with a beta of 0.95 — expect wider price swings.
VEEV is growing revenue faster at 16.3% — sustainability is the question.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VEEV scores higher overall (71/100 vs 59/100), backed by strong 28.4% margins and 16.3% 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 →Veeva Systems Inc Class A
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, Asia Pacific, the Middle East, Africa, and Latin America. The company is headquartered in Pleasanton, California.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?