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HALO vs JNJ

HALO
Halozyme Therapeutics, Inc.
NEUTRAL
Price
$67.82
Market Cap
$8.03B
Sector
Healthcare
AI Confidence
85%
JNJ
Johnson & Johnson
NEUTRAL
Price
$237.96
Market Cap
$573.46B
Sector
Healthcare
AI Confidence
85%

Valuation

P/E Ratio
HALO
26.49
JNJ
21.55
Forward P/E
HALO
6.92
JNJ
18.9
P/B Ratio
HALO
163.82
JNJ
7.03
P/S Ratio
HALO
5.75
JNJ
6.09
EV/EBITDA
HALO
11.18
JNJ
17.81

Profitability

Gross Margin
HALO
77.79%
JNJ
68.08%
Operating Margin
HALO
56.31%
JNJ
23.97%
Profit Margin
HALO
22.69%
JNJ
28.46%
ROE
HALO
153.59%
JNJ
35.03%
ROA
HALO
22.24%
JNJ
8.68%

Growth

Revenue Growth
HALO
51.6%
JNJ
9.1%
Earnings Growth
HALO
--
JNJ
48.6%

Financial Health

Debt/Equity
HALO
44.6
JNJ
0.6
Current Ratio
HALO
4.66
JNJ
1.03
Quick Ratio
HALO
3.3
JNJ
0.69

Dividends

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

AI Verdict

HALO NEUTRAL

HALO presents a stark contrast between operational efficiency and valuation sanity. While the Piotroski F-Score of 4/9 indicates stable financial health, the stock trades at a massive premium to its Graham Number ($4.88) and Intrinsic Value ($17.92). Despite exceptional operating margins (56.31%) and strong revenue growth (51.6%), the recent collapse in EPS (-114% Q/Q) and aggressive insider selling by the CEO and COO create significant headwinds that offset the bullish analyst consensus.

Strengths
Exceptional profitability with 77.79% gross margins and 56.31% operating margins
Strong top-line momentum with 51.60% YoY revenue growth
Very high Return on Equity (153.59%) indicating efficient capital use
Risks
Extreme valuation disconnect with a Price/Book ratio of 163.82
Severe recent earnings deterioration (EPS growth -122.6% YoY)
Bearish insider sentiment with significant selling by the CEO and COO
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

HALO vs JNJ: Head-to-Head Comparison

This page compares Halozyme Therapeutics, Inc. (HALO) 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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