InfuSystems Holdings Inc (INFU)vsJohnson & Johnson (JNJ)
INFU
InfuSystems Holdings Inc
$14.79
-1.92%
HEALTHCARE · Cap: $261.91M
JNJ
Johnson & Johnson
$283.62
+1.11%
HEALTHCARE · Cap: $657.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 69203% more annual revenue ($99.33B vs $143.34M). JNJ leads profitability with a 16.2% profit margin vs 6.0%. INFU appears more attractively valued with a PEG of 1.73. INFU earns a higher WallStSmart Score of 56/100 (C).
INFU
Buy56
out of 100
Grade: C
JNJ
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.7%
Fair Value
$10.53
Current Price
$14.79
$4.26 discount
Intrinsic value data unavailable for JNJ.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 25.0% YoY
Mega-cap, among the largest globally
Strong operational efficiency at 25.7%
Generating 6.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
2.6% revenue growth
Grey zone — moderate risk
Trading at 8.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : INFU
The strongest argument for INFU centers on EPS Growth.
Bull Case : JNJ
The strongest argument for JNJ centers on Market Cap, Operating Margin, Free Cash Flow. Profitability is solid with margins at 16.2% and operating margin at 25.7%.
Bear Case : INFU
The primary concerns for INFU are PEG Ratio, P/E Ratio, Revenue Growth.
Bear Case : JNJ
The primary concerns for JNJ are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 41.5x leaves little room for execution misses.
Key Dynamics to Monitor
INFU profiles as a value stock while JNJ is a mature play — different risk/reward profiles.
INFU carries more volatility with a beta of 1.38 — expect wider price swings.
JNJ is growing revenue faster at 5.9% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
INFU scores higher overall (56/100 vs 54/100). 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.
InfuSystems Holdings Inc
HEALTHCARE · MEDICAL DEVICES · USA
InfuSystem Holdings, Inc., provides infusion pumps and related products and services in the United States and Canada. The company is headquartered in Rochester Hills, Michigan.
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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