WallStSmart

Johnson & Johnson (JNJ)vsAlpha Teknova Inc (TKNO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 230420% more annual revenue ($96.36B vs $41.80M). JNJ leads profitability with a 21.8% profit margin vs -41.1%. JNJ earns a higher WallStSmart Score of 57/100 (C).

JNJ

Buy

57

out of 100

Grade: C

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

TKNO

Avoid

28

out of 100

Grade: F

Growth: 4.0Profit: 2.0Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: -0.47
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JNJSignificantly Overvalued (-67.8%)

Margin of Safety

-67.8%

Fair Value

$136.12

Current Price

$231.29

$95.17 premium

UndervaluedFair: $136.12Overvalued

Intrinsic value data unavailable for TKNO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JNJ5 strengths · Avg: 8.8/10
Market CapQuality
$567.28B10/10

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

TKNO1 strengths · Avg: 9.0/10
Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Areas to Watch

JNJ3 concerns · Avg: 2.7/10
P/E RatioValuation
27.3x4/10

Moderate valuation

PEG RatioValuation
3.062/10

Expensive relative to growth rate

EPS GrowthGrowth
-52.9%2/10

Earnings declined 52.9%

TKNO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$235.90M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-26.4%2/10

ROE of -26.4% — below average capital efficiency

Free Cash FlowQuality
$-3.58M2/10

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 : TKNO

The strongest argument for TKNO centers on Debt/Equity. Revenue growth of 13.1% demonstrates continued momentum.

Bear Case : JNJ

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

Bear Case : TKNO

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

Key Dynamics to Monitor

JNJ profiles as a mature stock while TKNO is a turnaround play — different risk/reward profiles.

TKNO carries more volatility with a beta of 0.63 — expect wider price swings.

TKNO is growing revenue faster at 13.1% — sustainability is the question.

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

Bottom Line

JNJ scores higher overall (57/100 vs 28/100), 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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Alpha Teknova Inc

HEALTHCARE · DRUG MANUFACTURERS - SPECIALTY & GENERIC · USA

Alpha Teknova Inc (TKNO) is a leading entity in the synthetic biology sector, specializing in the production of vital biological reagents and supplements that cater to life sciences research and biomanufacturing. The company's offerings play a pivotal role in high-demand areas such as vaccine development, cell and gene therapy, and diagnostic testing, underscored by a commitment to quality and exceptional customer service. With a robust biotechnology foundation and a strong focus on innovation, Alpha Teknova is well-equipped to capitalize on growth opportunities in the rapidly evolving life sciences market, positioning itself as a valuable investment for institutional stakeholders.

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