Johnson & Johnson (JNJ)vsWaystar Holding Corp. Common Stock (WAY)
JNJ
Johnson & Johnson
$265.67
-0.45%
HEALTHCARE · Cap: $615.36B
WAY
Waystar Holding Corp. Common Stock
$23.69
+2.44%
HEALTHCARE · Cap: $4.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 8366% more annual revenue ($97.93B vs $1.16B). JNJ leads profitability with a 21.5% profit margin vs 10.9%. JNJ trades at a lower P/E of 29.1x. WAY earns a higher WallStSmart Score of 63/100 (C+).
JNJ
Buy57
out of 100
Grade: C
WAY
Buy63
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 28.6%
Generating 3.4B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 25.6%
Revenue surging 22.4% year-over-year
Earnings expanding 37.5% YoY
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Earnings declined 1.0%
Premium valuation, high expectations priced in
ROE of 3.2% — below average capital efficiency
Weak financial health signals
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 21.5% and operating margin at 28.6%.
Bull Case : WAY
The strongest argument for WAY centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 22.4% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : WAY
The primary concerns for WAY are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
JNJ profiles as a mature stock while WAY is a growth play — different risk/reward profiles.
JNJ carries more volatility with a beta of 0.23 — expect wider price swings.
WAY is growing revenue faster at 22.4% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
WAY scores higher overall (63/100 vs 57/100) and 22.4% revenue growth. 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 →Waystar Holding Corp. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Waystar Holding Corp. The company is headquartered in Lehi, Utah.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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