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PFE
Pfizer Inc. · Healthcare
$25.21
-1.75% this month
VERSUS
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COMPARE
JNJ
Johnson & Johnson · Healthcare
$228.39
-0.70% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
PFE
3
JNJ
2
Comparison scoreboard
PFE LEADS 3/5AI Score
PFE 40.3
JNJ ✓48.7
1Y Return
PFE +5.04%
JNJ ✓+49.88%
Fwd P/E
PFE ✓8.91
JNJ 17.96
Target Up.
PFE ✓+15.78%
JNJ +10.72%
Op. Margin
PFE ✓31.62%
JNJ 27.41%
Metrics last refreshed: 6/22/2026
Quick take
PFE vs JNJ Stock Comparison: AI Score, Valuation, Performance and Upside
Pfizer and Johnson & Johnson are both large-cap healthcare dividend companies managing major revenue transitions. Pfizer navigates the post-COVID revenue cliff while integrating Seagen's oncology portfolio. J&J navigates Stelara biosimilar pressure while growing Darzalex, Carvykti, and MedTech. J&J's diversification across pharma and devices provides more stability; Pfizer's COVID-era wealth is being redeployed into oncology with higher execution risk.
PFE vs JNJ is Pfizer managing post-COVID revenue normalization while building an oncology platform through Seagen ADC acquisition versus J&J's diversified pharma-plus-medical-device model with Darzalex/Carvykti growth offsetting Stelara biosimilar headwinds — both navigating patent cliff transitions with different pipeline replacement strategies.
Live analysis · updated 6/22/2026
PFE holds the edge across 3 of 5 key metrics in this comparison. JNJ has delivered stronger 1-year price return (+49.88% vs +5.04%), though PFE trades at the lower forward P/E (8.91x vs 17.96x). On fundamentals, JNJ is growing revenue faster (9.90%), while PFE maintains the higher operating margin (31.62%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for PFE (+15.78%) than for JNJ (+10.72%).
Normalized 1Y performance
PFE
JNJ
Recent returns
PFE
JNJ
Analyst price targets & sentiment
PFE · 23 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.4/5.0)
Price target range
analyst low$23.00
analyst high$42.00
analyst mean$29.19
current price$25.21
+15.8% upside to analyst mean
JNJ · 23 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.3/5.0)
Price target range
analyst low$150.00
analyst mean$252.87
current price$228.39
+10.7% upside to analyst mean
Who should consider this stock?
PFE may suit investors who:
- →prefer a potentially undervalued large-cap pharma recovery story — Pfizer's COVID revenue collapse has depressed the stock despite the Seagen oncology asset quality
- →value ADC (antibody-drug conjugate) oncology exposure through Seagen's Padcev and other assets in the fastest-growing drug class in oncology
- →want the highest current dividend yield among major pharma companies — Pfizer's yield expanded significantly as the stock declined post-COVID peak
- →are comfortable with Seagen integration execution risk, ongoing COVID revenue normalization headwinds, and 2025–2028 patent cliff management uncertainty
JNJ may suit investors who:
- →prefer diversified healthcare blue-chip with pharma + medical device combination providing revenue source diversification beyond single drug patent cycles
- →value J&J's 60+ consecutive dividend increases — one of only a handful of companies to achieve Dividend King status with this level of dividend consistency
- →want Darzalex and Carvykti oncology growth paired with MedTech procedure volume recovery as complementary growth drivers
- →are comfortable with Stelara biosimilar revenue headwind, talc litigation overhang, and slower growth from a large, established base
Performance & AI score
| Metric | PFE | JNJ |
|---|---|---|
| AI score | 40.3 | 48.7 |
| AI rank | #1063 | #544 |
| Latest close | $25.21 | $228.39 |
| 1M return | -1.75% | -0.70% |
| 6M return | +0.68% | +8.59% |
| 1Y return | +5.04% | +49.88% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PFE | JNJ |
|---|---|---|
| 1Y ago | $10.56K (+5.6%) started 2025-06-18 | $15.15K (+51.5%) started 2025-06-18 |
| 5Y ago | $9.5K (-5.0%) started 2021-06-21 | $17.38K (+73.8%) started 2021-06-21 |
| 10Y ago | $17.75K (+77.5%) started 2016-06-20 | $32.67K (+226.7%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | PFE | JNJ |
|---|---|---|
| Market cap | $143.68B | $549.78B |
| Trailing P/E | 19.24 | 26.46 |
| Forward P/E | 8.91 | 17.96 |
| Price/Sales | 2.13 | 4.18 |
| EV/Revenue | 3.09 | 6.05 |
| Analyst target | $29.19 | $252.87 |
| Target upside | +15.78% | +10.72% |
Growth, profitability & risk
| Metric | PFE | JNJ |
|---|---|---|
| Revenue growth | 5.40% | 9.90% |
| Earnings growth | -10.10% | -52.90% |
| EPS growth | -10.10% | -52.90% |
| FCF margin | +19.55% | +12.98% |
| Operating margin | 31.62% | 27.41% |
| Profit margin | 11.83% | 21.83% |
| ROIC proxy | 8.31% | 26.42% |
| Return on equity | 8.31% | 26.42% |
| Dividend yield | 6.82% | 2.35% |
| Beta | 0.29 | 0.26 |
| Debt/equity | 71.60 | 67.73 |
| Current ratio | 1.25 | 1.02 |
| Quick ratio | 0.85 | 0.69 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
PFE max drawdown11.70%
JNJ max drawdown10.96%
PFE max wkly drop9.46%
JNJ max wkly drop5.81%
5Y risk snapshot
PFE max drawdown58.96%
JNJ max drawdown18.41%
PFE max wkly drop11.19%
JNJ max wkly drop9.18%
10Y risk snapshot
PFE max drawdown58.96%
JNJ max drawdown27.37%
PFE max wkly drop15.34%
JNJ max wkly drop13.25%
Performance metrics by period
| Period | Metric | PFE | JNJ |
|---|---|---|---|
| 1Y | Growth | +5.57% | +51.52% |
| CAGR | +5.58% | +51.61% | |
| Sharpe ratio | 0.16 | 2.26 | |
| Max drawdown | 11.70% | 10.96% | |
| Max daily drop | 3.98% | 2.48% | |
| Max wkly drop | 9.46% | 5.81% | |
| 5Y | Growth | -22.76% | +55.21% |
| CAGR | -5.04% | +9.20% | |
| Sharpe ratio | -0.25 | 0.34 | |
| Max drawdown | 58.96% | 18.41% | |
| Max daily drop | 6.72% | 7.59% | |
| Max wkly drop | 11.19% | 9.18% | |
| 10Y | Growth | +12.37% | +149.24% |
| CAGR | +1.17% | +9.57% | |
| Sharpe ratio | -0.02 | 0.34 | |
| Max drawdown | 58.96% | 27.37% | |
| Max daily drop | 7.73% | 10.04% | |
| Max wkly drop | 15.34% | 13.25% |
Business comparison
| Category | PFE | JNJ |
|---|---|---|
| Company | Pfizer Inc. | Johnson & Johnson |
| Sector | Healthcare | Healthcare |
| Industry | Drug Manufacturers - General | Drug Manufacturers - General |
| Core business | Pfizer is one of the world's largest pharmaceutical companies, best known for developing the first approved COVID-19 mRNA vaccine (Comirnaty) with BioNTech and the COVID antiviral Paxlovid. Post-COVID revenue normalization has been Pfizer's defining challenge — COVID product revenues collapsed from $57B (2022) to much lower levels, requiring Pfizer to replace this revenue through acquisitions (Seagen oncology for $43B), internal pipeline, and continued brand drug sales. Pfizer's oncology, internal medicine, and vaccine portfolios form the non-COVID revenue base. | Johnson & Johnson operates Innovative Medicine (drugs: Darzalex, Stelara, Tremfya, Carvykti) and MedTech (surgical devices, orthopedics, cardiovascular equipment). J&J spun off its consumer health segment (Kenvue) in 2023 to focus on higher-margin pharma and medical devices. Unlike Pfizer's COVID revenue peak-and-decline story, J&J had more consistent revenue growth through the pandemic period and faces a different set of patent cliff challenges (Stelara biosimilars in 2025) with medical device business providing diversification. |
| Investor focus | Investors track non-COVID revenue growth trajectory, Seagen oncology pipeline integration and sales (Padcev, Adcetris, Tivdak), and Pfizer's cost reduction program ($4B+ savings target) improving profitability during the revenue transition. | Investors track Darzalex multiple myeloma revenue, Carvykti CAR-T cell therapy manufacturing expansion, MedTech procedure volume recovery, and Stelara biosimilar erosion management. |
PFE strengths
- →Seagen oncology acquisition added 4 commercial antibody-drug conjugates (ADCs) plus a clinical pipeline — ADCs are the fastest-growing oncology drug class and Pfizer is now among the top ADC manufacturers
- →COVID mRNA platform knowledge and manufacturing infrastructure positions Pfizer for future pandemic preparedness contracts and respiratory vaccine development
- →Deep oncology pipeline (Ibrance, Xtandi, Braftovi, Seagen portfolio) creates multiple shots on goal across cancer treatment areas
JNJ strengths
- →Medical device business provides revenue diversification unavailable to pure pharma peers — procedure volumes grow with aging population regardless of drug patent cycles
- →Darzalex is still growing with multiple myeloma market expansion — one of the strongest oncology franchise drugs in the world
- →60+ consecutive dividend increases: J&J's Dividend King status makes it the standard healthcare income holding for conservative investors
Risks to watch — PFE
- →Revenue normalization from COVID peak is still ongoing — Pfizer must grow non-COVID revenue fast enough to offset continued COVID product volume decline
- →Seagen integration at $43B creates significant acquisition cost — integration execution and ADC platform value must justify the premium paid
- →LOE (loss of exclusivity) headwinds: Eliquis, Ibrance, and other major Pfizer products face patent cliffs in 2025–2028 requiring continued pipeline execution
Risks to watch — JNJ
- →Stelara (formerly $10B+) biosimilar competition beginning 2025 is J&J's primary near-term revenue headwind
- →MedTech competitive intensity vs Medtronic, Stryker, and Boston Scientific
- →Talc liability litigation (baby powder) remains ongoing legal overhang
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