Johnson & Johnson (JNJ)vsInsulet Corporation (PODD)
JNJ
Johnson & Johnson
$265.58
-0.29%
HEALTHCARE · Cap: $640.02B
PODD
Insulet Corporation
$131.96
-2.02%
HEALTHCARE · Cap: $9.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 3107% more annual revenue ($97.93B vs $3.05B). JNJ leads profitability with a 21.5% profit margin vs 12.3%. PODD appears more attractively valued with a PEG of 1.16. PODD earns a higher WallStSmart Score of 71/100 (B).
JNJ
Buy59
out of 100
Grade: C
PODD
Strong Buy71
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 PODD.
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 328.6% YoY
Every $100 of equity generates 23 in profit
Revenue surging 23.5% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 0.9%
Moderate valuation
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 : PODD
The strongest argument for PODD centers on EPS Growth, Return on Equity, Revenue Growth. Revenue growth of 23.5% demonstrates continued momentum. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : PODD
The primary concerns for PODD are P/E Ratio.
Key Dynamics to Monitor
JNJ profiles as a mature stock while PODD is a growth play — different risk/reward profiles.
PODD carries more volatility with a beta of 1.08 — expect wider price swings.
PODD is growing revenue faster at 23.5% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
PODD scores higher overall (71/100 vs 59/100) and 23.5% 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 →Insulet Corporation
HEALTHCARE · MEDICAL DEVICES · USA
Insulet Corporation develops, manufactures, and sells insulin delivery systems for people with insulin-dependent diabetes. The company is headquartered in Acton, Massachusetts.
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