WallStSmart

Halozyme Therapeutics Inc (HALO)vsJohnson & Johnson (JNJ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 5786% more annual revenue ($97.93B vs $1.66B). HALO leads profitability with a 24.9% profit margin vs 21.5%. JNJ trades at a lower P/E of 30.9x. HALO earns a higher WallStSmart Score of 72/100 (B).

HALO

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 9.5Value: 4.7Quality: 5.0
Piotroski: 3/9Altman Z: 1.54

JNJ

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 8.5Value: 2.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HALO.

JNJSignificantly Overvalued (-88.9%)

Margin of Safety

-88.9%

Fair Value

$140.57

Current Price

$265.58

$125.01 premium

UndervaluedFair: $140.57Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HALO5 strengths · Avg: 9.4/10
Return on EquityProfitability
288.1%10/10

Every $100 of equity generates 288 in profit

Operating MarginProfitability
59.8%10/10

Strong operational efficiency at 59.8%

Revenue GrowthGrowth
47.7%10/10

Revenue surging 47.7% year-over-year

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

EPS GrowthGrowth
42.9%8/10

Earnings expanding 42.9% YoY

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$640.02B10/10

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
29.2%8/10

Strong operational efficiency at 29.2%

Free Cash FlowQuality
$3.39B8/10

Generating 3.4B in free cash flow

Areas to Watch

HALO4 concerns · Avg: 3.3/10
P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
85.1x2/10

Trading at 85.1x book value

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
2.792/10

Expensive relative to growth rate

EPS GrowthGrowth
-0.9%2/10

Earnings declined 0.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : HALO

The strongest argument for HALO centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 24.9% and operating margin at 59.8%. Revenue growth of 47.7% demonstrates continued momentum.

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 : HALO

The primary concerns for HALO are P/E Ratio, Altman Z-Score, Piotroski F-Score. Debt-to-equity of 14.95 is elevated, increasing financial risk.

Bear Case : JNJ

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

Key Dynamics to Monitor

HALO profiles as a growth stock while JNJ is a mature play — different risk/reward profiles.

HALO carries more volatility with a beta of 0.88 — expect wider price swings.

HALO is growing revenue faster at 47.7% — sustainability is the question.

JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.

Bottom Line

HALO scores higher overall (72/100 vs 59/100), backed by strong 24.9% margins and 47.7% 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.

Halozyme Therapeutics Inc

HEALTHCARE · BIOTECHNOLOGY · USA

Halozyme Therapeutics, Inc. is a biopharmaceutical technology platform company in the United States, Switzerland, Ireland, Belgium, Japan, and internationally. The company is headquartered in San Diego, 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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