WallStSmart

CONMED Corporation (CNMD)vsJohnson & Johnson (JNJ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 7045% more annual revenue ($97.93B vs $1.37B). JNJ leads profitability with a 21.5% profit margin vs 4.0%. CNMD appears more attractively valued with a PEG of 1.84. CNMD earns a higher WallStSmart Score of 59/100 (C).

CNMD

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 5.0Value: 6.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.75

JNJ

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 8.5Value: 4.3Quality: 6.0
Piotroski: 4/9Altman Z: 2.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CNMDUndervalued (+27.2%)

Margin of Safety

+27.2%

Fair Value

$58.17

Current Price

$43.28

$14.89 discount

UndervaluedFair: $58.17Overvalued

Intrinsic value data unavailable for JNJ.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNMD2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
136.8%10/10

Earnings expanding 136.8% YoY

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$615.36B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
24.8%9/10

Every $100 of equity generates 25 in profit

Profit MarginProfitability
21.5%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
28.6%8/10

Strong operational efficiency at 28.6%

Free Cash FlowQuality
$3.39B8/10

Generating 3.4B in free cash flow

Areas to Watch

CNMD4 concerns · Avg: 3.5/10
PEG RatioValuation
1.844/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.754/10

Distress zone — elevated risk

Market CapQuality
$1.30B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.4%3/10

ROE of 5.4% — below average capital efficiency

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
29.1x4/10

Moderate valuation

PEG RatioValuation
4.142/10

Expensive relative to growth rate

EPS GrowthGrowth
-1.0%2/10

Earnings declined 1.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : CNMD

The strongest argument for CNMD centers on Price/Book, EPS 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 28.6%.

Bear Case : CNMD

The primary concerns for CNMD are PEG Ratio, Altman Z-Score, Market Cap. Thin 4.0% 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

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

CNMD carries more volatility with a beta of 0.93 — 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

CNMD scores higher overall (59/100 vs 57/100). 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.

CONMED Corporation

HEALTHCARE · MEDICAL DEVICES · USA

CONMED Corporation, a medical technology company, develops, manufactures and sells surgical devices and related equipment for minimally invasive procedures worldwide. The company is headquartered in Largo, Florida.

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 →

Want to dig deeper into these stocks?