Johnson & Johnson (JNJ)vsInsulet Corporation (PODD)
JNJ
Johnson & Johnson
$255.88
-3.63%
HEALTHCARE · Cap: $615.36B
PODD
Insulet Corporation
$170.62
+1.88%
HEALTHCARE · Cap: $11.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 3276% more annual revenue ($97.93B vs $2.90B). JNJ leads profitability with a 21.5% profit margin vs 10.4%. PODD appears more attractively valued with a PEG of 1.45. PODD earns a higher WallStSmart Score of 73/100 (B).
JNJ
Buy57
out of 100
Grade: C
PODD
Strong Buy73
out of 100
Grade: B
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 28.6%
Generating 3.4B in free cash flow
Revenue surging 33.9% year-over-year
Earnings expanding 159.0% YoY
Every $100 of equity generates 23 in profit
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Earnings declined 1.0%
Premium valuation, high expectations priced in
Trading at 9.1x book value
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 28.6%.
Bull Case : PODD
The strongest argument for PODD centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 33.9% demonstrates continued momentum. PEG of 1.45 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, Price/Book.
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 1.11 — expect wider price swings.
PODD is growing revenue faster at 33.9% — sustainability is the question.
JNJ generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
PODD scores higher overall (73/100 vs 57/100) and 33.9% 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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