WallStSmart

Johnson & Johnson (JNJ)vsValneva SE ADR (VALN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Johnson & Johnson generates 61540% more annual revenue ($96.36B vs $156.33M). JNJ leads profitability with a 21.8% profit margin vs -88.3%. 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

VALN

Avoid

17

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 4.0Quality: 4.0
Piotroski: 3/9Altman Z: -1.94
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
VALNSignificantly Overvalued (-49.3%)

Margin of Safety

-49.3%

Fair Value

$6.71

Current Price

$5.48

$1.23 premium

UndervaluedFair: $6.71Overvalued

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

VALN0 strengths · Avg: 0/10

No standout strengths identified

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%

VALN4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$501.62M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-179.8%2/10

ROE of -179.8% — 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 : VALN

VALN has a balanced fundamental profile.

Bear Case : JNJ

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

Bear Case : VALN

The primary concerns for VALN are EPS Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 2.73 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

VALN carries more volatility with a beta of 1.40 — expect wider price swings.

JNJ is growing revenue faster at 9.9% — 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 17/100), 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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Valneva SE ADR

HEALTHCARE · BIOTECHNOLOGY · USA

Valneva SE, a company specialized in vaccines, focused on the development and commercialization of prophylactic vaccines for infectious diseases with unmet needs. The company is headquartered in Saint-Herblain, France.

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