AnalystScope
AnalystScopePublished research note

Johnson & Johnson (JNJ)

Johnson & Johnson brings diversified healthcare resilience and solid cash generation, but the current valuation spread still looks more like a steady Hold than a strong rerating case.

This page preserves the published note at the report date shown below. For the live workspace with the latest daily scheduled quote, filing, fundamentals, and refreshed model output, return to the company page.

Report date 10 Apr 2026, 22:15Report updated Apr 8, 2026Active coverage

Current workspace reference

Kept here as reference beside the published report: the current workspace now shows a Sell signal with medium confidence as shares are currently being evaluated against an older daily scheduled quote of $229 versus $167 fair value, implying -27.3 downside.

Current workspace signal

Sell

Confidence

Medium

Stale scheduled quote

$229

Fair value

$167

-27.3 downside

Reference freshness

Price basis

Stale scheduled quote

Latest daily scheduled quote is past the freshness window. Daily scheduled refresh as of May 21, 2026, 6:56 AM UTC. Fresh through May 22, 2026, 6:56 AM UTC.

Filing reference

SD filed May 27, 2026

Filing refreshed Jun 6, 2026, 6:27 AM UTC. Fresh through Jun 6, 2026, 6:27 PM UTC.

Fundamentals reference

Live SEC companyfacts currently cover revenue, free cash flow, and net cash / net debt. Reporting period end 2025-12-28.

Fundamentals refreshed 6 Jun 2026, 06:27 UTC. Fresh through 6 Jun 2026, 18:27 UTC.

Model vs published view

Current model signal differs from the latest published analyst rating.

Thesis scorecard

Growth

Moderate

Growth is steadier than spectacular, with diversification doing more than a single blockbuster narrative.

Profitability

Strong

Margins and cash conversion remain sturdy across a broad healthcare base.

Balance sheet

Strong

The balance sheet remains flexible even after conservative liability treatment.

Valuation

Moderate

The current multiple is not stretched, but neither is the fair-value spread unusually wide.

Execution / Resilience

Strong

Diversification across pharma and medtech supports resilience.

Bull / Base / Bear scenarios

Bull case

$182

Normalized support: Growth, margin, and cash-flow trends are mixed versus the upside case.

Base case

$167

Normalized support: Current margin, cash-generation, and balance-sheet profile support the base case.

Bear case

$142

Downside protection: Cash generation and balance-sheet support are mixed in the bear case.

Base-case assumptions

These are the published base-case assumptions behind the note. They are reasoned valuation inputs at the report date, not reported facts.

Revenue CAGR (5Y)

4.5%

+/- 1.0% => +/-$5/sh

Why this level: This is AnalystScope's base-case growth assumption, not a guarantee. It sits below the latest FY model-base revenue pace (2025.0%), so the model does not extend current strength too far into the outer years. Current company context: Diversified healthcare exposure keeps the earnings base steadier than single-product or narrower peers.

Terminal Growth

2.5%

+/- 0.5% => +/-$4/sh

Why this level: This is AnalystScope's mature long-run growth assumption, not a perpetual hypergrowth claim. At 2.5%, it sits well below the 4.5% five-year revenue CAGR, so the model steps down from the explicit forecast period to a steadier long-run pace. For Johnson & Johnson, that means a durable franchise can keep compounding after year five without assuming today's faster growth profile lasts indefinitely.

WACC

8.0%

+/- 0.5% => -$6/sh

Why this level: This is AnalystScope's base-case cost-of-capital judgment, not a precise CAPM output. It reflects the current rates backdrop, equity risk premium, and the company's balance-sheet posture. Balance sheet remains flexible despite modest net debt

Operating Margin (Year 5)

28.5%

+/- 100 bps => +/-$4/sh

Why this level: This is AnalystScope's base-case margin view, not a promise of straight-line expansion. It keeps year-five margins close to today's model-base operating margin (27.5%), which implies the current margin structure is broadly durable. Margin input keeps the durable pharma-plus-medtech base separate from temporary mix or launch-cost noise.

How to read the assumptions and sensitivities

These are base-case assumptions used to estimate fair value. They are reasonable model inputs, not reported facts.

Each sensitivity line shows the estimated fair-value-per-share change from a small move in that one input while the other inputs stay fixed.

bps means basis points. 100 bps equals 1.00 percentage point.

WACC sensitivity moves in the opposite direction because a higher discount rate lowers present value, while a lower discount rate raises it.

Model base vs reported fundamentals

Side-by-side view of the latest live reported fundamentals versus the current AnalystScope model base used in public valuation and thesis work.

Reported numbers show the latest company print. Model base is the comparable operating base AnalystScope uses for valuation work, which can include standardization, conservative balance-sheet treatment, working-capital cleanup, and through-cycle adjustments when current reported figures do not look durable.

Reported fundamentals source

SEC XBRL companyfacts API

Live SEC companyfacts currently cover revenue, free cash flow, and net cash / net debt. Reporting period end 2025-12-28.

Fundamentals refreshed 6 Jun 2026, 06:27 UTC. Fresh through 6 Jun 2026, 18:27 UTC.

Model-base impact on the thesis

For JNJ, the model base is meant to reflect durable diversified healthcare economics rather than temporary product-cycle or portfolio-shift noise.

MetricLive reportedStatusModel baseStatus
Revenue (TTM)$94.2BLive reported$91.4B

+3.7% YoY

Adjustment: Model revenue smooths portfolio churn and avoids over-reading one product cycle or divestiture period.

Model base
Operating MarginUnavailableUnavailable27.5%

+67 bps YoY

Adjustment: Margin input keeps the durable pharma-plus-medtech base separate from temporary mix or launch-cost noise.

Model base
FCF (TTM)$19.7BLive reported$19.9B

21.8% margin

Adjustment: FCF input adjusts for working-capital timing and keeps litigation and restructuring assumptions conservative.

Model base
Net Cash / (Debt)($17.8B)Live reported($2.0B)

Balance sheet remains flexible despite modest net debt

Adjustment: Balance-sheet treatment does not assume all cash is fully distributable and keeps liabilities conservative.

Model base

Published investment view

The published report remains anchored to a Hold rating, with the latest note event recorded as New. The current workspace now evaluates the stock against $229 versus a base-case fair value of $167, implying -27.3 downside.

Fair value $167 vs. current $229 (-27.3 downside).

Confidence framing

Method agreement / dispersion

Valuation methods remain directionally aligned, with a moderate range from $158 to $172.

Margin strength

Operating margin is 27.5%, with +67 bps vs prior FY.

Balance sheet position

Balance sheet positioning is ($2.0B), with balance sheet remains flexible despite modest net debt.

Key drivers

Diversified healthcare exposure keeps the earnings base steadier than single-product or narrower peers.

Solid free-cash-flow generation supports both capital return and downside protection.

A balanced pharma and medtech mix helps keep margin durability credible.

Key risks

Pipeline or product-cycle disappointment could soften the current long-run revenue base.

Litigation or liability treatment can still alter the market's confidence in distributable cash.

The current setup is steady, but not insulated from slower healthcare spending or portfolio friction.

What would change our view

Clearer pipeline support or stronger medtech acceleration would improve the setup.

A weaker litigation outlook or softer portfolio execution would reduce confidence in the base case.

A wider discount to the current fair-value range would make the defensive case more attractive.

Near-term catalysts

Pipeline and portfolio commentary remain the nearest catalysts for estimate changes.

Cash-conversion quality and liability framing matter for the downside case.

Margin durability across the mixed portfolio still shapes confidence in the base case.

What we are watching

Whether the pharma and medtech mix keeps supporting a durable margin profile.

How conservatively the market is treating litigation and liability risk versus the model base.

Any sign that diversified healthcare resilience is being under- or over-valued in the current price.

Report archive context

Archive metadata below keeps the published report context visible. Current workspace valuation and quote context stay secondary on this page.

How to read note event vs rating

Note event tells you what changed in the latest published note. Published rating shows the stance after that event.

Both were published Apr 8, 2026.

Report updated

Apr 8, 2026

Coverage status

Active coverage

Latest note event

New

Published Apr 8, 2026

Current published rating

Hold

Published Apr 8, 2026

Analyst note

Watching portfolio mix, liability treatment, and whether diversified healthcare resilience earns a wider valuation gap.

What changed in the report

Apr 8, 2026

Added to AnalystScope coverage

Impact: New Hold view on diversified healthcare resilience

Apr 8, 2026

Used conservative balance-sheet treatment

Impact: Keeps distributable-cash assumptions restrained

Report timeline

Apr 8, 2026

NewHold

Started coverage with a Hold view on healthcare resilience and a moderate fair-value spread.

AnalystScope

This report is informational only and does not constitute investment advice. Curated public preview analysis with live price, filing metadata, and reported fundamentals overlays. Full live filing ingestion is not yet enabled.