American Well Corp (AMWL)vsJohnson & Johnson (JNJ)
AMWL
American Well Corp
$12.64
+3.02%
HEALTHCARE · Cap: $208.70M
JNJ
Johnson & Johnson
$258.34
+1.44%
HEALTHCARE · Cap: $613.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 44714% more annual revenue ($97.93B vs $218.53M). JNJ leads profitability with a 21.5% profit margin vs -35.7%. JNJ earns a higher WallStSmart Score of 59/100 (C).
AMWL
Avoid31
out of 100
Grade: F
JNJ
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.5%
Fair Value
$9.30
Current Price
$12.64
$3.34 discount
Margin of Safety
-82.7%
Fair Value
$141.39
Current Price
$258.34
$116.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
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 29.2%
Generating 3.4B in free cash flow
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -38.7% — below average capital efficiency
Revenue declined 26.6%
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Earnings declined 0.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMWL
The strongest argument for AMWL centers on Price/Book, Debt/Equity.
Bull 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 29.2%.
Bear Case : AMWL
The primary concerns for AMWL are EPS Growth, Market Cap, Return on Equity.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AMWL profiles as a turnaround stock while JNJ is a mature play — different risk/reward profiles.
AMWL carries more volatility with a beta of 1.68 — expect wider price swings.
JNJ is growing revenue faster at 6.6% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (59/100 vs 31/100), backed by strong 21.5% margins. AMWL offers better value entry with a 53.5% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
American Well Corp
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
American Well Corporation is a telehealth business enabling digital healthcare delivery. The company is headquartered in Boston, Massachusetts.
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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