WallStSmart

Johnson & Johnson (JNJ)vsStrata Critical Medical, Inc. (SRTA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 42057% more annual revenue ($96.36B vs $228.58M). JNJ leads profitability with a 21.8% profit margin vs 20.6%. 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

SRTA

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 3.5Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JNJSignificantly Overvalued (-37.5%)

Margin of Safety

-37.5%

Fair Value

$160.99

Current Price

$224.26

$63.27 premium

UndervaluedFair: $160.99Overvalued
SRTAUndervalued (+60.7%)

Margin of Safety

+60.7%

Fair Value

$11.33

Current Price

$5.47

$5.86 discount

UndervaluedFair: $11.33Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$535.63B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
26.4%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

SRTA3 strengths · Avg: 8.3/10
Profit MarginProfitability
20.6%9/10

Keeps 21 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
24.1%8/10

Revenue surging 24.1% year-over-year

Areas to Watch

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

Moderate valuation

PEG RatioValuation
2.922/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.9%2/10

Earnings declined 52.9%

SRTA4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$462.05M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-6.3%2/10

ROE of -6.3% — below average capital efficiency

Free Cash FlowQuality
$-1.93M2/10

Negative free cash flow — burning cash

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 : SRTA

The strongest argument for SRTA centers on Profit Margin, Price/Book, Revenue Growth. Profitability is solid with margins at 20.6% and operating margin at -2.5%. Revenue growth of 24.1% demonstrates continued momentum.

Bear Case : JNJ

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

Bear Case : SRTA

The primary concerns for SRTA are EPS Growth, Market Cap, Return on Equity.

Key Dynamics to Monitor

JNJ profiles as a mature stock while SRTA is a growth play — different risk/reward profiles.

SRTA carries more volatility with a beta of 2.15 — expect wider price swings.

SRTA is growing revenue faster at 24.1% — sustainability is the question.

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

Bottom Line

JNJ scores higher overall (59/100 vs 49/100), backed by strong 21.8% margins. SRTA offers better value entry with a 60.7% margin of safety. Both earn "Buy" and "Hold" 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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Strata Critical Medical, Inc.

HEALTHCARE · MEDICAL CARE FACILITIES · USA

Strata Critical Medical, Inc. provides time critical logistics solutions and specialized medical services to healthcare providers across the United States. The company is headquartered in New York, New York.

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