Biomarin Pharmaceutical Inc (BMRN)vsJohnson & Johnson (JNJ)
BMRN
Biomarin Pharmaceutical Inc
$54.21
+1.71%
HEALTHCARE · Cap: $10.48B
JNJ
Johnson & Johnson
$229.85
+1.10%
HEALTHCARE · Cap: $547.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 2891% more annual revenue ($96.36B vs $3.22B). JNJ leads profitability with a 21.8% profit margin vs 10.8%. BMRN appears more attractively valued with a PEG of 0.62. BMRN earns a higher WallStSmart Score of 75/100 (B).
BMRN
Strong Buy75
out of 100
Grade: B
JNJ
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.0%
Fair Value
$188.60
Current Price
$54.21
$134.39 discount
Margin of Safety
-43.5%
Fair Value
$160.13
Current Price
$229.85
$69.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 124.3% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 22.5%
17.0% revenue growth
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
Areas to Watch
Premium valuation, high expectations priced in
ROE of 5.9% — below average capital efficiency
Weak financial health signals
Moderate valuation
Expensive relative to growth rate
Earnings declined 52.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BMRN
The strongest argument for BMRN centers on EPS Growth, PEG Ratio, Price/Book. Revenue growth of 17.0% demonstrates continued momentum. PEG of 0.62 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 : BMRN
The primary concerns for BMRN are P/E Ratio, Return on Equity, Piotroski F-Score.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BMRN profiles as a growth stock while JNJ is a mature play — different risk/reward profiles.
JNJ carries more volatility with a beta of 0.33 — expect wider price swings.
BMRN is growing revenue faster at 17.0% — sustainability is the question.
JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
BMRN scores higher overall (75/100 vs 59/100) and 17.0% 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.
Biomarin Pharmaceutical Inc
HEALTHCARE · BIOTECHNOLOGY · USA
BioMarin Pharmaceutical Inc. develops and markets therapies for people with rare diseases and serious and life-threatening medical conditions. The company is headquartered in San Rafael, 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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