Johnson & Johnson (JNJ)vsMesoblast Ltd (MESO)
JNJ
Johnson & Johnson
$283.62
+1.11%
HEALTHCARE · Cap: $657.68B
MESO
Mesoblast Ltd
$13.10
-4.03%
HEALTHCARE · Cap: $1.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 82507% more annual revenue ($99.33B vs $120.25M). JNJ leads profitability with a 16.2% profit margin vs -47.8%. JNJ earns a higher WallStSmart Score of 54/100 (C-).
JNJ
Buy54
out of 100
Grade: C-
MESO
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for JNJ.
Margin of Safety
+67.9%
Fair Value
$57.02
Current Price
$13.10
$43.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 25.7%
Generating 6.4B in free cash flow
Revenue surging 390.7% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Trading at 8.4x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -18.2% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : MESO
The strongest argument for MESO centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 390.7% demonstrates continued momentum.
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.
Bear Case : MESO
The primary concerns for MESO are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
JNJ profiles as a mature stock while MESO is a hypergrowth play — different risk/reward profiles.
MESO carries more volatility with a beta of 0.91 — expect wider price swings.
MESO is growing revenue faster at 390.7% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (54/100 vs 25/100), backed by strong 16.2% margins. MESO offers better value entry with a 67.9% margin of safety. Both earn "Buy" and "Avoid" 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 →Mesoblast Ltd
HEALTHCARE · BIOTECHNOLOGY · USA
Mesoblast Limited, a biopharmaceutical company, develops and markets allogeneic cellular drugs. The company is headquartered in Melbourne, Australia.
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