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GMED vs JNJ

GMED
Globus Medical, Inc.
BULLISH
Price
$93.70
Market Cap
$12.71B
Sector
Healthcare
AI Confidence
82%
JNJ
Johnson & Johnson
NEUTRAL
Price
$237.96
Market Cap
$573.46B
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
GMED
23.9
JNJ
21.55
Forward P/E
GMED
18.91
JNJ
18.9
P/B Ratio
GMED
2.77
JNJ
7.03
P/S Ratio
GMED
4.33
JNJ
6.09
EV/EBITDA
GMED
13.95
JNJ
17.81

Profitability

Gross Margin
GMED
68.07%
JNJ
68.08%
Operating Margin
GMED
24.38%
JNJ
23.97%
Profit Margin
GMED
18.3%
JNJ
28.46%
ROE
GMED
12.29%
JNJ
35.03%
ROA
GMED
7.11%
JNJ
8.68%

Growth

Revenue Growth
GMED
25.7%
JNJ
9.1%
Earnings Growth
GMED
437.0%
JNJ
48.6%

Financial Health

Debt/Equity
GMED
0.03
JNJ
0.6
Current Ratio
GMED
4.26
JNJ
1.03
Quick Ratio
GMED
2.61
JNJ
0.69

Dividends

Dividend Yield
GMED
--
JNJ
2.19%
Payout Ratio
GMED
0.0%
JNJ
46.6%

AI Verdict

GMED BULLISH

GMED exhibits a stable financial profile with a Piotroski F-Score of 4/9 and an exceptionally clean balance sheet characterized by a Debt/Equity ratio of 0.03. While the current price of $93.70 trades at a significant premium to its Graham Number ($54.65), it remains well below the growth-based intrinsic value of $115.64. The company demonstrates explosive earnings growth (437% YoY) and a consistent track record of beating analyst estimates over 25 quarters. Despite bearish insider sentiment and weak technical trends, the fundamental growth trajectory and liquidity position make it a strong long-term candidate.

Strengths
Exceptional balance sheet with near-zero debt (Debt/Equity 0.03)
Strong liquidity position with a Current Ratio of 4.26
High revenue growth (25.7% YoY) and massive EPS expansion
Risks
Bearish insider activity with 10 sell transactions and 0 buys
Weak technical trend (10/100) suggesting short-term price pressure
Piotroski F-Score of 4/9 indicates only stable, not strong, operational improvement
JNJ NEUTRAL

JNJ presents a dichotomy between strong profitability and deteriorating fundamental health, evidenced by a weak Piotroski F-Score of 3/9. While the company maintains an impressive ROE of 35.03% and a consistent history of earnings beats, the current price of $237.96 trades at a significant premium to its Graham Number of $91.72. Growth remains robust on a YoY basis, but bearish insider sentiment and a very weak technical trend (10/100) suggest immediate headwinds. The stock is fundamentally sound in terms of earnings power but shows signs of operational inefficiency or declining quality in its deterministic health metrics.

Strengths
Exceptional Return on Equity (ROE) of 35.03%
Strong profit margins (28.46%) and gross margins (68.08%)
Consistent earnings beat track record over 25 quarters
Risks
Weak Piotroski F-Score (3/9) indicating declining fundamental health
Bearish insider activity with $58.35M in net sales and zero buys
Low liquidity indicated by a Quick Ratio of 0.69

Compare Another Pair

GMED vs JNJ: Head-to-Head Comparison

This page compares Globus Medical, Inc. (GMED) and Johnson & Johnson (JNJ) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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