Johnson & Johnson (JNJ)vsOscar Health Inc (OSCR)
JNJ
Johnson & Johnson
$265.58
-0.29%
HEALTHCARE · Cap: $640.02B
OSCR
Oscar Health Inc
$32.77
+0.58%
HEALTHCARE · Cap: $10.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 539% more annual revenue ($97.93B vs $15.32B). JNJ leads profitability with a 21.5% profit margin vs 3.6%. OSCR trades at a lower P/E of 25.4x. OSCR earns a higher WallStSmart Score of 66/100 (B-).
JNJ
Buy59
out of 100
Grade: C
OSCR
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.9%
Fair Value
$140.57
Current Price
$265.58
$125.01 premium
Intrinsic value data unavailable for OSCR.
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
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
Expensive relative to growth rate
Earnings declined 0.9%
Moderate valuation
3.6% margin — thin
Weak financial health signals
ROE of -2.4% — below average capital efficiency
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 : 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, PEG Ratio, EPS Growth.
Bear Case : OSCR
The primary concerns for OSCR are P/E Ratio, Profit Margin, Piotroski F-Score. 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 2.37 — expect wider price swings.
OSCR is growing revenue faster at 70.4% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
OSCR scores higher overall (66/100 vs 59/100) and 70.4% revenue growth. Both earn "Strong 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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