Johnson & Johnson (JNJ)vsVeeva Systems Inc Class A (VEEV)
JNJ
Johnson & Johnson
$271.17
+0.86%
HEALTHCARE · Cap: $615.87B
VEEV
Veeva Systems Inc Class A
$317.82
+1.39%
HEALTHCARE · Cap: $50.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 2773% more annual revenue ($99.33B vs $3.46B). VEEV leads profitability with a 29.3% profit margin vs 16.2%. VEEV appears more attractively valued with a PEG of 1.21. VEEV earns a higher WallStSmart Score of 66/100 (B-).
JNJ
Buy57
out of 100
Grade: C
VEEV
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-83.0%
Fair Value
$144.12
Current Price
$271.17
$127.05 premium
Margin of Safety
+41.0%
Fair Value
$299.84
Current Price
$317.82
$17.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Strong operational efficiency at 25.1%
Generating 6.4B in free cash flow
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Strong operational efficiency at 29.6%
17.6% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 96.0%
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : JNJ
The strongest argument for JNJ centers on Market Cap, Operating Margin, Free Cash Flow. Profitability is solid with margins at 16.2% and operating margin at 25.1%.
Bull Case : VEEV
The strongest argument for VEEV centers on Debt/Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 29.3% and operating margin at 29.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : VEEV
The primary concerns for VEEV are P/E Ratio. A P/E of 50.9x leaves little room for execution misses.
Key Dynamics to Monitor
JNJ profiles as a mature stock while VEEV is a growth play — different risk/reward profiles.
VEEV carries more volatility with a beta of 0.93 — expect wider price swings.
VEEV is growing revenue faster at 17.6% — sustainability is the question.
JNJ generates stronger free cash flow (6.4B), providing more financial flexibility.
Bottom Line
VEEV scores higher overall (66/100 vs 57/100), backed by strong 29.3% margins and 17.6% revenue growth. Both earn "Strong 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 →Veeva Systems Inc Class A
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, Asia Pacific, the Middle East, Africa, and Latin America. The company is headquartered in Pleasanton, California.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?