Johnson & Johnson (JNJ)vsWaystar Holding Corp. Common Stock (WAY)
JNJ
Johnson & Johnson
$232.77
+1.07%
HEALTHCARE · Cap: $536.54B
WAY
Waystar Holding Corp. Common Stock
$20.00
-1.09%
HEALTHCARE · Cap: $3.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 8231% more annual revenue ($96.36B vs $1.16B). JNJ leads profitability with a 21.8% profit margin vs 10.9%. JNJ trades at a lower P/E of 25.8x. WAY earns a higher WallStSmart Score of 66/100 (B-).
JNJ
Buy59
out of 100
Grade: C
WAY
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-71.4%
Fair Value
$135.80
Current Price
$232.77
$96.97 premium
Intrinsic value data unavailable for WAY.
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Strong operational efficiency at 25.6%
Revenue surging 22.4% year-over-year
Earnings expanding 37.5% YoY
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Earnings declined 52.9%
Moderate valuation
ROE of 3.2% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
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 : WAY
The strongest argument for WAY centers on Price/Book, Debt/Equity, Operating Margin. Revenue growth of 22.4% demonstrates continued momentum.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Bear Case : WAY
The primary concerns for WAY are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
JNJ profiles as a mature stock while WAY is a growth play — different risk/reward profiles.
WAY is growing revenue faster at 22.4% — sustainability is the question.
JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WAY scores higher overall (66/100 vs 59/100) and 22.4% 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 →Waystar Holding Corp. Common Stock
HEALTHCARE · HEALTH INFORMATION SERVICES · USA
Waystar Holding Corp. The company is headquartered in Lehi, Utah.
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