Biomarin Pharmaceutical Inc (BMRN)vsJohnson & Johnson (JNJ)
BMRN
Biomarin Pharmaceutical Inc
$65.68
+0.26%
HEALTHCARE · Cap: $12.51B
JNJ
Johnson & Johnson
$265.58
-0.29%
HEALTHCARE · Cap: $640.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 2775% more annual revenue ($97.93B vs $3.41B). JNJ leads profitability with a 21.5% profit margin vs 2.1%. BMRN appears more attractively valued with a PEG of 0.39. JNJ earns a higher WallStSmart Score of 59/100 (C).
BMRN
Buy56
out of 100
Grade: C
JNJ
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.4%
Fair Value
$179.58
Current Price
$65.68
$113.90 discount
Margin of Safety
-88.9%
Fair Value
$140.57
Current Price
$265.58
$125.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Strong operational efficiency at 21.2%
19.9% revenue growth
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
ROE of 1.1% — below average capital efficiency
2.1% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 0.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BMRN
The strongest argument for BMRN centers on PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 19.9% demonstrates continued momentum. PEG of 0.39 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 21.5% and operating margin at 29.2%.
Bear Case : BMRN
The primary concerns for BMRN are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 174.7x leaves little room for execution misses. Thin 2.1% margins leave little buffer for downturns.
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.
BMRN carries more volatility with a beta of 0.24 — expect wider price swings.
BMRN is growing revenue faster at 19.9% — 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 56/100), backed by strong 21.5% margins. BMRN offers better value entry with a 66.4% margin of safety. 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.
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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