WallStSmart

Align Technology Inc (ALGN)vsJohnson & Johnson (JNJ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 2253% more annual revenue ($96.36B vs $4.10B). JNJ leads profitability with a 21.8% profit margin vs 10.5%. ALGN appears more attractively valued with a PEG of 0.92. ALGN earns a higher WallStSmart Score of 66/100 (B-).

ALGN

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 8.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.76

JNJ

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 9.0Value: 3.3Quality: 6.0
Piotroski: 4/9Altman Z: 2.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALGNUndervalued (+32.7%)

Margin of Safety

+32.7%

Fair Value

$293.37

Current Price

$167.74

$125.63 discount

UndervaluedFair: $293.37Overvalued
JNJSignificantly Overvalued (-67.8%)

Margin of Safety

-67.8%

Fair Value

$136.12

Current Price

$231.29

$95.17 premium

UndervaluedFair: $136.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALGN4 strengths · Avg: 8.5/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.928/10

Growing faster than its price suggests

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

EPS GrowthGrowth
23.9%8/10

Earnings expanding 23.9% YoY

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$567.28B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
25.9%9/10

Every $100 of equity generates 26 in profit

Profit MarginProfitability
21.8%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
27.4%8/10

Strong operational efficiency at 27.4%

Free Cash FlowQuality
$1.47B8/10

Generating 1.5B in free cash flow

Areas to Watch

ALGN1 concerns · Avg: 4.0/10
P/E RatioValuation
29.4x4/10

Moderate valuation

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
27.3x4/10

Moderate valuation

PEG RatioValuation
3.062/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.9%2/10

Earnings declined 52.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : ALGN

The strongest argument for ALGN centers on Debt/Equity, PEG Ratio, Price/Book. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bull 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%.

Bear Case : ALGN

The primary concerns for ALGN are P/E Ratio.

Bear Case : JNJ

The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

ALGN profiles as a value stock while JNJ is a mature play — different risk/reward profiles.

ALGN carries more volatility with a beta of 1.67 — expect wider price swings.

JNJ is growing revenue faster at 9.9% — sustainability is the question.

JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

ALGN scores higher overall (66/100 vs 57/100). 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.

Align Technology Inc

HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA

Align Technology is a manufacturer of 3D digital scanners and the Invisalign clear aligners used in orthodontics. It is headquartered in San Jose, California.

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.

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