Johnson & Johnson (JNJ)vsTeleflex Incorporated (TFX)
JNJ
Johnson & Johnson
$232.77
+1.07%
HEALTHCARE · Cap: $536.54B
TFX
Teleflex Incorporated
$129.84
-1.72%
HEALTHCARE · Cap: $5.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 4431% more annual revenue ($96.36B vs $2.13B). JNJ leads profitability with a 21.8% profit margin vs -47.4%. TFX appears more attractively valued with a PEG of 0.16. TFX earns a higher WallStSmart Score of 63/100 (C+).
JNJ
Buy59
out of 100
Grade: C
TFX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.4%
Fair Value
$135.80
Current Price
$232.77
$96.97 premium
Margin of Safety
-0.7%
Fair Value
$106.26
Current Price
$129.84
$23.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 26 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 27.4%
Generating 1.5B in free cash flow
Growing faster than its price suggests
Revenue surging 32.3% year-over-year
Earnings expanding 64.1% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Earnings declined 52.9%
Distress zone — elevated risk
Premium valuation, high expectations priced in
ROE of -32.7% — below average capital efficiency
Currently unprofitable
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 21.8% and operating margin at 27.4%.
Bull Case : TFX
The strongest argument for TFX centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 32.3% demonstrates continued momentum. PEG of 0.16 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 : TFX
The primary concerns for TFX are Altman Z-Score, P/E Ratio, Return on Equity. A P/E of 1864.0x leaves little room for execution misses.
Key Dynamics to Monitor
JNJ profiles as a mature stock while TFX is a hypergrowth play — different risk/reward profiles.
TFX carries more volatility with a beta of 0.82 — expect wider price swings.
TFX is growing revenue faster at 32.3% — sustainability is the question.
JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
TFX scores higher overall (63/100 vs 59/100) and 32.3% revenue growth. Both earn "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 →Teleflex Incorporated
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Teleflex Incorporated, headquartered in Wayne, Pennsylvania, is an American provider of specialty medical devices for a range of procedures in critical care and surgery.
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