Johnson & Johnson (JNJ)vsOscar Health Inc (OSCR)
JNJ
Johnson & Johnson
$275.19
+1.53%
HEALTHCARE · Cap: $615.87B
OSCR
Oscar Health Inc
$30.48
-2.78%
HEALTHCARE · Cap: $9.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 548% more annual revenue ($99.33B vs $15.32B). JNJ leads profitability with a 16.2% profit margin vs 3.6%. OSCR trades at a lower P/E of 24.7x. OSCR earns a higher WallStSmart Score of 64/100 (C+).
JNJ
Buy57
out of 100
Grade: C
OSCR
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-83.0%
Fair Value
$144.12
Current Price
$275.19
$131.07 premium
Intrinsic value data unavailable for OSCR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 25.1%
Generating 6.4B in free cash flow
Revenue surging 70.4% year-over-year
Earnings expanding 125.6% YoY
Conservative balance sheet, low leverage
Generating 2.0B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 96.0%
3.6% margin — thin
Weak financial health signals
ROE of -2.4% — below average capital efficiency
Distress zone — elevated risk
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 25.1%.
Bull Case : OSCR
The strongest argument for OSCR centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 70.4% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : OSCR
The primary concerns for OSCR are Profit Margin, Piotroski F-Score, Return on Equity. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
JNJ profiles as a mature stock while OSCR is a hypergrowth play — different risk/reward profiles.
OSCR carries more volatility with a beta of 2.47 — expect wider price swings.
OSCR is growing revenue faster at 70.4% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
OSCR scores higher overall (64/100 vs 57/100) and 70.4% revenue growth. 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 →Oscar Health Inc
HEALTHCARE · HEALTHCARE PLANS · USA
Oscar Health, Inc. offers health insurance products and services to individuals, families, and businesses in the United States. The company is headquartered in New York, New York.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
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