Adapthealth Corp (AHCO)vsJohnson & Johnson (JNJ)
AHCO
Adapthealth Corp
$7.87
+0.90%
HEALTHCARE · Cap: $1.00B
JNJ
Johnson & Johnson
$283.62
+1.11%
HEALTHCARE · Cap: $657.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 2790% more annual revenue ($99.33B vs $3.44B). JNJ leads profitability with a 16.2% profit margin vs -11.8%. JNJ earns a higher WallStSmart Score of 54/100 (C-).
AHCO
Hold47
out of 100
Grade: D+
JNJ
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.4%
Fair Value
$31.37
Current Price
$7.87
$23.50 discount
Intrinsic value data unavailable for JNJ.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Strong operational efficiency at 25.7%
Generating 6.4B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 2.3%
Elevated debt levels
ROE of -33.2% — below average capital efficiency
Trading at 8.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AHCO
The strongest argument for AHCO centers on Price/Book. Revenue growth of 10.9% demonstrates continued momentum.
Bull 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%.
Bear Case : AHCO
The primary concerns for AHCO are Market Cap, Operating Margin, Debt/Equity. Debt-to-equity of 1.67 is elevated, increasing financial risk.
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.
Key Dynamics to Monitor
AHCO profiles as a turnaround stock while JNJ is a mature play — different risk/reward profiles.
AHCO carries more volatility with a beta of 1.32 — expect wider price swings.
AHCO is growing revenue faster at 10.9% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (54/100 vs 47/100), backed by strong 16.2% margins. AHCO offers better value entry with a 66.4% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Adapthealth Corp
HEALTHCARE · MEDICAL DEVICES · USA
AdaptHealth Corp. The company is headquartered in Plymouth Meeting, Pennsylvania.
Visit Website →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 →Compare with Other MEDICAL DEVICES Stocks
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