CHARGED ALPHA
Stock Analysis
JNJ Healthcare Latest YouTube: Q1 2026

Johnson & Johnson

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
4
Episodes linked
4
Latest video
Q1 2026
Podcast available
Yes
Current price
$240.87
+2.35 (+0.99%)
Trailing / Forward P/E
27.94x
Forward: 18.94x
Market cap / Volume
Volume:
Revenue / Earnings Growth
9.9%
Earnings: -52.9%
Margins
27.4% op
Gross: 68.0% · Net: 21.8%
Balance sheet
1.02x current
Debt / Equity: 67.7
52-week range / Beta
$149.04 - $251.71
Beta: 0.26
Analyst target
$252.87
Upside: 5.0%
Cash / shareholder return
2.16% FCF yield
Dividend yield: 2.18%

Company context

Industry: Drug Manufacturers - General
Country: United States
Employees:
Price to book: 7.14x
Return on equity: 26.4%
Johnson & Johnson, together with its subsidiaries, engages in the research and development, manufacture, and sale of a range of products in the healthcare field worldwide. It operates in two segments, Innovative Medicine and MedTech. The Innovative Medicine segment offers products for various therapeutic areas, such as oncology, immunology, neuroscience, pulmonary hypertension, infectious diseases, and cardiovascular and metabolism distributed through retailers, wholesalers, distributors, hospitals, and healthcare professionals for prescription use. The MedTech segment provides a portfolio of products used in the surgery, orthopedic, cardiovascular, and vision fields distributed through wholesalers, hospitals and retailers, and used in the professional fields by physicians, nurses, hospitals, eye care professionals and clinics. This segment also offers products and enabling technologies that support joint reconstruction, trauma, spine, sports related injuries, and others, as well as open, laparoscopic, and robotic surgical procedures; instrumentation, energy devices, stapling systems, wound closure, biosurgery products, and digital and robotic technologies; breast aesthetics and reconstruction; contact lenses under the ACUVUE brand; intraocular lenses for cataract surgery, and other products used in cataract and refractive procedures under the TECNIS brand. The company was founded in 1886 and is based in New Brunswick, New Jersey.

Price chart

Market context for JNJ

Competitive view

JNJ vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Johnson & Johnson latest YouTube video thumbnail YouTube
Johnson & Johnson
JNJ
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Merck & Co. latest YouTube video thumbnail YouTube
Merck & Co.
MRK
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
AbbVie Inc. latest YouTube video thumbnail YouTube
AbbVie Inc.
ABBV
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
JNJ
$579.83B
Johnson & Johnson
MRK
$294.03B
Merck & Co.
ABBV
$402.35B
AbbVie Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
JNJ
27.9x
Johnson & Johnson
MRK
33.5x
Merck & Co.
ABBV
111.1x
AbbVie Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
JNJ
18.9x
Johnson & Johnson
MRK
12.4x
Merck & Co.
ABBV
14.0x
AbbVie Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
JNJ
9.9%
Johnson & Johnson
MRK
4.9%
Merck & Co.
ABBV
12.4%
AbbVie Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
JNJ
-52.9%
Johnson & Johnson
MRK
Merck & Co.
ABBV
-46.2%
AbbVie Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
JNJ
27.4%
Johnson & Johnson
MRK
38.6%
Merck & Co.
ABBV
32.2%
AbbVie Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
JNJ
68.0%
Johnson & Johnson
MRK
76.7%
Merck & Co.
ABBV
72.0%
AbbVie Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
JNJ
21.8%
Johnson & Johnson
MRK
13.6%
Merck & Co.
ABBV
5.8%
AbbVie Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
JNJ
26.4%
Johnson & Johnson
MRK
18.9%
Merck & Co.
ABBV
AbbVie Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
JNJ
2.2%
Johnson & Johnson
MRK
4.8%
Merck & Co.
ABBV
5.2%
AbbVie Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
JNJ
67.73x
Johnson & Johnson
MRK
106.94x
Merck & Co.
ABBV
AbbVie Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
JNJ
1.02x
Johnson & Johnson
MRK
1.30x
Merck & Co.
ABBV
0.80x
AbbVie Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
JNJ
0.26
Johnson & Johnson
MRK
0.22
Merck & Co.
ABBV
0.31
AbbVie Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
JNJ
2.2%
Johnson & Johnson
MRK
2.7%
Merck & Co.
ABBV
3.0%
AbbVie Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
JNJ
5.0%
Johnson & Johnson
MRK
9.0%
Merck & Co.
ABBV
11.3%
AbbVie Inc.

Episode timeline

Episode archive for JNJ

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
JNJ Stock: Margins Hit 72% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Johnson & Johnson. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published youtube complete
JNJ Q1 2026 earnings analysis
Quarterly earnings-analysis entry for Johnson & Johnson. Use the links on the right to open the video or podcast episode.
Q4 2025
Episode live
Published youtube complete
Charged Alpha | Johnson & Johnson (JNJ) | Q4 2025 Earnings Deep Dive
Quarterly earnings-analysis entry for Johnson & Johnson. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | Johnson & Johnson (JNJ) | S&P 500 Deep Dive — Ep. 160
Quarterly earnings-analysis entry for Johnson & Johnson. Use the links on the right to open the video or podcast episode.