A 3-of-4 Financial Scorecard, 9.9% quarterly revenue growth and the best timing signals in this group (2-of-3). But the stock is just 7% below its high, valuation scores 1-of-4 sensible, and 21 analysts' $236.21 average target sits under 1% above the price, with 52% rating it only Hold. Current price: $234.20.
Changes over time: 1 discontinued (the Consumer Health business, separated as Kenvue in August 2023), 2 New & Sustained, 2 Evolved, 3 New Products — a portfolio reshaped into a focused Innovative Medicine and MedTech company.
J&J addresses large, durable healthcare markets across oncology, immunology, neuroscience and medical technology, with revenue diversified across hundreds of products and geographies. Growth drivers such as DARZALEX, TREMFYA and RYBREVANT are offset by known patent cliffs — DARZALEX exclusivity expiring in 2029 and biosimilar competition for STELARA — making pipeline execution the central question.
J&J creates value through patent-protected innovation funded by deep, diversified cash flows: a 13.0% free-cash-flow margin and a 26.4% return on equity support both reinvestment and one of the market's longest dividend-growth records. The moat rests on patents, brand and scale, but value compounding depends on replacing maturing blockbusters faster than they erode. Three of four Financial Scorecard signals are rated strong.
Y = price target. X = days remaining on call (negative = past expected hit window). Bubble size = Anachart Performance Score. Dashed vertical = the expected-hit boundary.
Chart shows 5 of 21 covering analysts. See all on Anachart →
Johnson & Johnson is the case where a good business and good timing have largely been paid for. Restnvest scores fundamentals 3-of-4 — scalable growth, cash-backed profits and comfortable coverage, with 9.9% quarterly revenue growth, a 13.0% free-cash-flow margin and a 26.4% return on equity — and timing 2-of-3, the strongest reading in this group. The friction is valuation and consensus. The stock is 7% below its high and above its 200-day trend, valuation scores just 1-of-4 sensible, and across 21 analysts coverage tilts to Hold (51.67%) over Buy (48.33%). The price-target-met ratio is high at 93.96%, but the $236.21 average target implies under 1% upside, and the most accurate names — Barclays' Miksic at $255, Stifel's Wise at $250 — carry Hold ratings. The bullish targets exist (Citi at $274, Morgan Stanley at $267), but a long-term investor here is weighing a durable, well-timed compounder against the reality that the average professional sees the stock as roughly fairly valued today, with patent cliffs (DARZALEX in 2029, STELARA biosimilars) as the longer-term swing factor. One data note: Anachart's headline showed a stray dollar upside figure that did not reconcile with its own average target; the sub-1% figure used here is the internally consistent upside to the $236.21 average.
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