InfuSystems Holdings Inc (INFU)vsJohnson & Johnson (JNJ)
INFU
InfuSystems Holdings Inc
$10.13
+3.05%
HEALTHCARE · Cap: $215.27M
JNJ
Johnson & Johnson
$229.85
+1.10%
HEALTHCARE · Cap: $547.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 67081% more annual revenue ($96.36B vs $143.44M). JNJ leads profitability with a 21.8% profit margin vs 4.6%. INFU appears more attractively valued with a PEG of 1.73. JNJ earns a higher WallStSmart Score of 59/100 (C).
INFU
Buy53
out of 100
Grade: C-
JNJ
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.4%
Fair Value
$15.03
Current Price
$10.13
$4.90 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 123.9% YoY
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
4.6% margin — thin
Moderate valuation
Expensive relative to growth rate
Earnings declined 52.9%
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, Return on Equity, Profit Margin. Profitability is solid with margins at 21.8% and operating margin at 27.4%.
Bear Case : INFU
The primary concerns for INFU are PEG Ratio, P/E Ratio, Market Cap. Thin 4.6% 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
INFU profiles as a value stock while JNJ is a mature play — different risk/reward profiles.
INFU carries more volatility with a beta of 1.55 — expect wider price swings.
JNJ is growing revenue faster at 9.9% — sustainability is the question.
JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (59/100 vs 53/100), backed by strong 21.8% margins. INFU offers better value entry with a 49.4% 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.
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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