BDX vs JNJ Stock Comparison: AI Score, Valuation, Performance and Upside
Becton Dickinson and Johnson & Johnson both participate in the broader medical technology industry, but Becton Dickinson focuses specifically on medical supplies, devices, and diagnostic systems, while Johnson & Johnson operates as a diversified healthcare company spanning both pharmaceuticals and medical technology following its consumer health separation.
Becton Dickinson offers focused exposure to medical supplies and diagnostics demand, while Johnson & Johnson offers diversified exposure across pharmaceuticals and medical technology backed by a long dividend growth history. Consider whether you prefer Becton Dickinson's device-focused profile or Johnson & Johnson's broader healthcare diversification.
JNJ holds the edge across 3 of 5 key metrics in this comparison. JNJ has delivered stronger 1-year price return (+39.89% vs +5.68%), though BDX has the better forward P/E setup (13.38x vs 21.78x for JNJ). JNJ leads on both revenue growth (6.60%) and operating margin (29.19%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for BDX (+10.02%) than for JNJ (+1.66%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want focused exposure to medical supplies, devices, and diagnostic systems
- Value durable relationships with hospital and clinical laboratory customers
- Believe portfolio optimization efforts could unlock additional shareholder value
- Prefer a pure medical technology company over a diversified healthcare conglomerate
- Want diversified exposure across pharmaceuticals and medical technology
- Value a long, uninterrupted history of dividend growth
- Believe deep pharmaceutical research capabilities support durable pipeline productivity
- Are comfortable monitoring ongoing legal matters alongside operational performance
| Metric | BDX | JNJ |
|---|---|---|
| AI scorei | 41.9 | 50.4 |
| AI ranki | #1189 | #484 |
| Latest closei | $196.39 | $266.35 |
| 1M returni | +6.84% | -1.80% |
| 3M returni | +23.58% | +0.15% |
| 6M returni | +30.73% | +18.20% |
| 1Y returni | +5.68% | +39.89% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BDX | JNJ |
|---|---|---|
| 1Y ago | $10.5K (+5.0%) started 2025-10-27 | $14K (+40.0%) started 2025-10-27 |
| 5Y ago | $9.16K (-8.4%) started 2021-10-27 | $20.02K (+100.2%) started 2021-10-27 |
| 10Y ago | $15.46K (+54.6%) started 2016-10-27 | $37.8K (+278.0%) started 2016-10-27 |
Hypothetical — past performance does not guarantee future results.
| Metric | BDX | JNJ |
|---|---|---|
| Market capi | $48.44B | $645.95B |
| Trailing P/Ei | 30.77 | 31.06 |
| Forward P/Ei | 13.38 | 21.78 |
| Price/Salesi | N/A | 4.18 |
| EV/Revenuei | 2.87 | 6.88 |
| Analyst targeti | $195.67 | $272.50 |
| Target upsidei | +10.02% | +1.66% |
| Metric | BDX | JNJ |
|---|---|---|
| Revenue growthi | 5.40% | 6.60% |
| Earnings growthi | -31.40% | -0.90% |
| EPS growthi | -31.40% | -0.90% |
| FCF margini | +19.92% | +17.24% |
| Operating margini | 15.73% | 29.19% |
| Profit margini | 4.19% | 21.48% |
| ROIC proxyi | 6.61% | 25.74% |
| Return on equityi | 6.61% | 25.74% |
| Dividend yieldi | 2.36% | 2.00% |
| Payout ratioi | 72.49% | 80.12% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 0.28 | 0.23 |
| Debt/equityi | 68.84 | 57.71 |
| Current ratioi | 0.86 | 1.09 |
| Quick ratioi | 0.33 | 0.72 |
Over the past year, BDX and JNJ have moved weakly in the same direction (correlation of 0.26), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BDX | JNJ |
|---|---|---|---|
| 1Y | Growthi | +5.00% | +39.96% |
| CAGRi | +5.02% | +40.12% | |
| Volatilityi | 31.00% | 20.76% | |
| Sharpe ratioi | 0.17 | 1.52 | |
| Sortino ratioi | 0.23 | 2.30 | |
| Max drawdowni | 33.00% | 10.96% | |
| Current drawdowni | 6.49% | 4.34% | |
| Avg drawdowni | 15.55% | 3.49% | |
| Ulcer Indexi | 19.00% | 4.60% | |
| Max daily dropi | 17.22% | 5.73% | |
| Max wkly dropi | 16.86% | 6.99% | |
| 5Y | Growthi | -13.31% | +80.04% |
| CAGRi | -2.82% | +12.48% | |
| Volatilityi | 25.20% | 17.96% | |
| Sharpe ratioi | -0.16 | 0.50 | |
| Sortino ratioi | -0.21 | 0.73 | |
| Max drawdowni | 48.93% | 18.41% | |
| Current drawdowni | 28.72% | 4.34% | |
| Avg drawdowni | 18.45% | 7.10% | |
| Ulcer Indexi | 22.54% | 8.62% | |
| Max daily dropi | 18.13% | 7.59% | |
| Max wkly dropi | 20.00% | 9.18% | |
| 10Y | Growthi | +35.92% | +190.84% |
| CAGRi | +3.12% | +11.27% | |
| Volatilityi | 24.53% | 19.00% | |
| Sharpe ratioi | 0.07 | 0.42 | |
| Sortino ratioi | 0.09 | 0.60 | |
| Max drawdowni | 48.93% | 27.37% | |
| Current drawdowni | 28.72% | 4.34% | |
| Avg drawdowni | 13.14% | 6.44% | |
| Ulcer Indexi | 17.33% | 8.00% | |
| Max daily dropi | 18.13% | 10.04% | |
| Max wkly dropi | 20.00% | 13.25% |
| Category | BDX | JNJ |
|---|---|---|
| Company | Becton, Dickinson and Company | Johnson & Johnson |
| Sector | Healthcare | Healthcare |
| Industry | Medical Instruments & Supplies | Drug Manufacturers - General |
| Core business | A global medical technology company that manufactures medical supplies, devices, and diagnostic systems, including syringes, injection devices, and laboratory diagnostic equipment used across hospitals and clinical laboratories. | A large, diversified healthcare company with businesses spanning pharmaceuticals and medical technology, following its separation of the consumer health business, focused on innovative drug development and medical device innovation. |
| Investor focus | Diagnostics segment revenue growth, medical supplies demand stability, and portfolio optimization efforts including any planned business separations or divestitures. | Pharmaceutical pipeline productivity and patent exposure, medical technology segment growth, and continued dividend growth given its long-standing dividend history. |
- Broad, essential medical supplies portfolio generates stable, recurring demand across hospitals and clinical settings worldwide
- Established diagnostics systems business benefits from durable relationships with clinical laboratory customers
- Global manufacturing scale supports consistent product supply and cost efficiency across its device portfolio
- Diversified healthcare model spanning pharmaceuticals and medical technology provides multiple growth avenues after its consumer health separation
- Deep pharmaceutical research and development capabilities support a broad drug pipeline across therapeutic areas
- Long, uninterrupted dividend growth history reflects a strong commitment to shareholder capital returns
- Medical supplies pricing can face pressure from hospital purchasing group negotiations and cost containment efforts
- Portfolio optimization and business separation efforts introduce execution risk during transition periods
- Faces competition from other diversified medical device and diagnostics manufacturers across its product categories
- Pharmaceutical business faces patent expiration risk on key products that can pressure future revenue
- Medical technology segment operates in competitive device categories against other large manufacturers
- Faces ongoing legal and litigation matters that require monitoring alongside its operational performance
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