Johnson & Johnson (JNJ)vsKiniksa Pharmaceuticals Ltd (KNSA)
JNJ
Johnson & Johnson
$255.88
-3.66%
HEALTHCARE · Cap: $615.36B
KNSA
Kiniksa Pharmaceuticals Ltd
$78.20
-3.36%
HEALTHCARE · Cap: $4.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 12887% more annual revenue ($97.93B vs $754.04M). JNJ leads profitability with a 21.5% profit margin vs 9.7%. JNJ trades at a lower P/E of 29.1x. JNJ earns a higher WallStSmart Score of 57/100 (C).
JNJ
Buy57
out of 100
Grade: C
KNSA
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JNJ.
Margin of Safety
+76.7%
Fair Value
$192.76
Current Price
$78.20
$114.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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 28.6%
Generating 3.4B in free cash flow
Revenue surging 55.5% year-over-year
Earnings expanding 145.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Earnings declined 1.0%
Trading at 9.5x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : KNSA
The strongest argument for KNSA centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 55.5% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : KNSA
The primary concerns for KNSA are Price/Book, P/E Ratio. A P/E of 70.3x leaves little room for execution misses.
Key Dynamics to Monitor
JNJ profiles as a mature stock while KNSA is a hypergrowth play — different risk/reward profiles.
JNJ carries more volatility with a beta of 0.23 — expect wider price swings.
KNSA is growing revenue faster at 55.5% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (57/100 vs 53/100), backed by strong 21.5% margins. KNSA offers better value entry with a 76.7% 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.
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 →Kiniksa Pharmaceuticals Ltd
HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA
Kiniksa Pharmaceuticals Ltd. (KNSA) is an innovative biopharmaceutical company focused on developing breakthrough therapies to address pressing unmet medical needs, particularly in the realm of autoimmune disorders. Its flagship candidate, KPL-404, is a monoclonal antibody designed to effectively modulate immune responses, positioning Kiniksa at the forefront of promising therapeutic advancements. The company boasts a strong clinical pipeline supported by strategic partnerships that enhance its research and development capabilities. With a dedication to transforming treatment paradigms and a robust growth trajectory, Kiniksa represents an attractive opportunity for institutional investors seeking impactful investments in the evolving healthcare landscape.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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