Johnson & Johnson (JNJ)vsMedline Inc. Class A Common Stock (MDLN)
JNJ
Johnson & Johnson
$269.29
-0.10%
HEALTHCARE · Cap: $640.02B
MDLN
Medline Inc. Class A Common Stock
$34.43
+7.73%
HEALTHCARE · Cap: $43.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 227% more annual revenue ($97.93B vs $29.94B). JNJ leads profitability with a 21.5% profit margin vs 2.3%. JNJ trades at a lower P/E of 30.9x. JNJ earns a higher WallStSmart Score of 59/100 (C).
JNJ
Buy59
out of 100
Grade: C
MDLN
Buy52
out of 100
Grade: C-
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 29.2%
Generating 3.4B in free cash flow
Earnings expanding 262.0% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 0.9%
Distress zone — elevated risk
ROE of 6.0% — below average capital efficiency
2.3% margin — thin
Operating margin of 0.8%
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 29.2%.
Bull Case : MDLN
The strongest argument for MDLN centers on EPS Growth, Price/Book. Revenue growth of 11.6% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : MDLN
The primary concerns for MDLN are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 42.6x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
JNJ profiles as a mature stock while MDLN is a value play — different risk/reward profiles.
MDLN is growing revenue faster at 11.6% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JNJ scores higher overall (59/100 vs 52/100), backed by strong 21.5% margins. 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 →Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?