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JNJ Johnson & Johnson - Fundamental Analysis

NEUTRAL
JNJ Stock | Fundamental Analysis & Investment Insights
NYSE Healthcare Drug Manufacturers - General
Current Price
$207.35
Analyst Target
$210.13
+1.3% Upside
52W High
$215.19
52W Low
$140.68

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AI Analysis

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Confidence Score
78%
Analysis Accuracy
Johnson & Johnson's Advanced Deterministic Scorecard reveals a weak Piotroski F-Score of 3/9, indicating poor financial health based on fundamental signals, while the Altman Z-Score is astronomically high at 796972432179.2, suggesting a statistical anomaly or data error but technically implying no distress risk. Despite strong profitability metrics like a 33.62% ROE and 27.26% profit margin, the low Piotroski score, deteriorating technical trend (10/100), and bearish insider activity weigh heavily. The stock trades above its Graham Number of $87.59 at $207.35, but below the analyst target of $210.13, with solid earnings growth of 91% YoY likely driving valuation. However, weak liquidity (Quick Ratio: 0.71) and lack of key financial data (e.g., cash, debt, EV) limit confidence in stability.

Key Strengths

Exceptionally high Altman Z-Score, indicating negligible bankruptcy risk despite data irregularity
Strong profitability with ROE of 33.62%, ROA of 8.26%, and gross margin of 68.36%
Robust year-over-year earnings growth of 91.00% and consistent earnings beat history (22 of 25 quarters)
Attractive dividend yield of 2.51% with a sustainable 49.08% payout ratio
Analyst consensus supports a 'buy' recommendation with a target price of $210.13

Key Risks

Very low Piotroski F-Score of 3/9, signaling weak financial health and potential operational deterioration
Poor liquidity position with a Current Ratio of 1.07 and Quick Ratio of 0.71, below safe thresholds
Bearish technical trend (10/100) and recent price stagnation (1M change: +1.0%, 1W: -0.1%)
Significant insider selling: $42.88M in sales over last 6 months with zero buys, indicating lack of confidence
Missing critical financial data (Enterprise Value, Total Debt, Cash, ROIC, FCF) raises transparency concerns
AI Fair Value Estimate
Based on comprehensive analysis
$207.5
+0.1% above current price

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