Johnson & Johnson (JNJ)vsOrganon & Co (OGN)
JNJ
Johnson & Johnson
$239.93
+1.98%
HEALTHCARE · Cap: $567.22B
OGN
Organon & Co
$6.10
-0.16%
HEALTHCARE · Cap: $1.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 1415% more annual revenue ($94.19B vs $6.22B). JNJ leads profitability with a 28.5% profit margin vs 3.0%. OGN trades at a lower P/E of 8.4x. JNJ earns a higher WallStSmart Score of 71/100 (B).
JNJ
Strong Buy71
out of 100
Grade: B
OGN
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.5%
Fair Value
$516.67
Current Price
$239.93
$276.74 discount
Margin of Safety
-56.9%
Fair Value
$4.90
Current Price
$6.10
$1.20 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 28 of every $100 in revenue as profit
Strong operational efficiency at 24.0%
Earnings expanding 48.6% YoY
Generating 5.5B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 31 in profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
3.0% margin — thin
Revenue declined 5.3%
Earnings declined 55.8%
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 28.5% and operating margin at 24.0%.
Bull Case : OGN
The strongest argument for OGN centers on P/E Ratio, Return on Equity, Price/Book.
Bear Case : JNJ
The primary concerns for JNJ are PEG Ratio.
Bear Case : OGN
The primary concerns for OGN are Market Cap, Profit Margin, Revenue Growth. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
JNJ profiles as a mature stock while OGN is a value play — different risk/reward profiles.
OGN carries more volatility with a beta of 0.57 — expect wider price swings.
JNJ is growing revenue faster at 9.1% — sustainability is the question.
JNJ generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
JNJ scores higher overall (71/100 vs 49/100), backed by strong 28.5% margins. Both earn "Strong Buy" and "Hold" 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 →Organon & Co
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Organon & Co. is an American pharmaceutical company headquartered in Jersey City, New Jersey. Organon specializes in the following core therapeutic fields: reproductive medicine, contraception, psychiatry, Hormone replacement therapy (HRT), and anesthesia. The company sells to international markets.
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