WallStSmart

Johnson & Johnson (JNJ)vsSepterna, Inc. Common Stock (SEPN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 133264% more annual revenue ($96.36B vs $72.25M). JNJ leads profitability with a 21.8% profit margin vs -49.9%. JNJ earns a higher WallStSmart Score of 59/100 (C).

JNJ

Buy

59

out of 100

Grade: C

Growth: 4.7Profit: 9.0Value: 3.3Quality: 6.0
Piotroski: 4/9Altman Z: 2.64

SEPN

Avoid

31

out of 100

Grade: F

Growth: 6.3Profit: 2.0Value: 5.0Quality: 6.5
Piotroski: 3/9Altman Z: 0.96
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JNJSignificantly Overvalued (-71.4%)

Margin of Safety

-71.4%

Fair Value

$135.80

Current Price

$232.77

$96.97 premium

UndervaluedFair: $135.80Overvalued

Intrinsic value data unavailable for SEPN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$536.54B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
25.9%9/10

Every $100 of equity generates 26 in profit

Profit MarginProfitability
21.8%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
27.4%8/10

Strong operational efficiency at 27.4%

Free Cash FlowQuality
$1.47B8/10

Generating 1.5B in free cash flow

SEPN2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
12011.0%10/10

Revenue surging 12011.0% year-over-year

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Areas to Watch

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
25.8x4/10

Moderate valuation

PEG RatioValuation
2.912/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.9%2/10

Earnings declined 52.9%

SEPN4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.36B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-9.5%2/10

ROE of -9.5% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : JNJ

The strongest argument for JNJ centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.8% and operating margin at 27.4%.

Bull Case : SEPN

The strongest argument for SEPN centers on Revenue Growth, Debt/Equity. Revenue growth of 12011.0% demonstrates continued momentum.

Bear Case : JNJ

The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.

Bear Case : SEPN

The primary concerns for SEPN are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

JNJ profiles as a mature stock while SEPN is a hypergrowth play — different risk/reward profiles.

SEPN is growing revenue faster at 12011.0% — sustainability is the question.

JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.

Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JNJ scores higher overall (59/100 vs 31/100), backed by strong 21.8% margins. Both earn "Buy" and "Avoid" 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.

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Septerna, Inc. Common Stock

HEALTHCARE · BIOTECHNOLOGY · USA

Septerna, Inc. is a pioneering biotechnology firm dedicated to advancing transformative therapeutics through selective protein modulation. The company harnesses proprietary technologies and unparalleled scientific expertise to develop a promising pipeline of next-generation drug candidates aimed at addressing unmet medical needs across various disease areas. With a strong emphasis on research and development, Septerna is strategically positioned for growth, presenting a compelling investment opportunity for institutional investors in the rapidly evolving biopharmaceutical landscape.

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