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RHHBY
Roche Holding AG · Pharmaceuticals / Diagnostics
$49.74
-4.09% this month
VERSUS
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COMPARE
JNJ
Johnson & Johnson · Pharmaceuticals / Medical Devices
$228.39
-0.70% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
RHHBY
2
JNJ
1
Comparison scoreboard
RHHBY LEADS 2/5AI Score
RHHBY N/A
JNJ 48.7
1Y Return
RHHBY +29.52%
JNJ ✓+49.88%
Fwd P/E
RHHBY ✓15.41
JNJ 18.94
Target Up.
RHHBY ✓+13.91%
JNJ +4.98%
Op. Margin
RHHBY N/A
JNJ 27.41%
Metrics last refreshed: 6/20/2026
Quick take
RHHBY vs JNJ Stock Comparison: AI Score, Valuation, Performance and Upside
RHHBY (Roche) and JNJ (Johnson & Johnson) are both global healthcare conglomerates transitioning to more focused pharmaceutical and device businesses. Roche's strength is diagnostics + personalized medicine integration; J&J's strength is Darzalex oncology dominance + orthopedic device leadership. Both pay reliable dividends with long histories; both face significant patent cliff challenges (Roche's biosimilars, J&J's Stelara). Currency risk separates them for US investors — Roche's CHF dividend adds currency translation complexity.
RHHBY vs JNJ — Roche (the Swiss pharmaceutical + diagnostics conglomerate with personalized medicine integration, Vabysmo retinal growth, and world-leading in-vitro diagnostics business offsetting biosimilar erosion of Rituxan/Herceptin/Avastin) versus Johnson & Johnson (the US pharma + medical devices company with Darzalex multiple myeloma dominance, 60+ year dividend growth streak, and ongoing talc litigation resolution).
Live analysis · updated 6/20/2026
RHHBY holds the edge across 2 of 5 key metrics in this comparison. JNJ has delivered stronger 1-year price return (+49.88% vs +29.52%), though RHHBY trades at the lower forward P/E (15.41x vs 18.94x). Analyst consensus implies meaningfully more upside for RHHBY (+13.91%) than for JNJ (+4.98%).
Normalized 1Y performance
RHHBY
JNJ
Recent returns
RHHBY
JNJ
Analyst price targets & sentiment
RHHBY · 7 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.1/5.0)
Price target range
analyst low$46.00
analyst high$67.00
analyst mean$56.66
current price$49.74
+13.9% 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
+5.0% upside to analyst mean
Who should consider this stock?
RHHBY may suit investors who:
- →value Roche's diagnostics leadership as a unique and defensible business that pharma-only companies can't match — laboratory equipment and consumable revenue creates recurring revenue alongside drug sales
- →see Vabysmo's retinal disease growth as a major new blockbuster in the making — replacing Roche's legacy ophthalmology revenue with an innovative next-generation therapy
- →want global diversified healthcare exposure including diagnostics, personalized medicine, and European healthcare system relationships
- →are comfortable with CHF currency risk, biosimilar erosion of legacy blockbusters, and Diagnostics market competition from Siemens Healthineers and Abbott
JNJ may suit investors who:
- →value J&J's Dividend King status (60+ years of dividend increases) as the gold standard of healthcare income investing
- →see Darzalex's ongoing growth and label expansion as a multi-year revenue driver with peak sales potential exceeding $10B annually
- →prefer J&J's USD dividend without the currency translation risk of Roche's CHF-denominated dividend for US investors
- →are comfortable with Stelara biosimilar revenue erosion, talc litigation financial uncertainty, and Kenvue separation reducing the consumer health earnings buffer
Performance & AI score
| Metric | RHHBY | JNJ |
|---|---|---|
| AI score | N/A | 48.7 |
| AI rank | N/A | #544 |
| Latest close | $49.74 | $228.39 |
| 1M return | -4.09% | -0.70% |
| 6M return | +3.46% | +8.59% |
| 1Y return | +29.52% | +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 | RHHBY | JNJ |
|---|---|---|
| 1Y ago | $13.36K (+33.6%) started 2025-06-18 | $15.15K (+51.5%) started 2025-06-18 |
| 5Y ago | $14.95K (+49.5%) started 2021-06-18 | $17.38K (+73.8%) started 2021-06-21 |
| 10Y ago | $31.82K (+218.2%) started 2016-06-20 | $32.67K (+226.7%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | RHHBY | JNJ |
|---|---|---|
| Market cap | $320.37B | $579.83B |
| Trailing P/E | 19.66 | 27.94 |
| Forward P/E | 15.41 | 18.94 |
| Price/Sales | 5.06 | 4.18 |
| EV/Revenue | 5.48 | 6.36 |
| Analyst target | $56.66 | $252.87 |
| Target upside | +13.91% | +4.98% |
Growth, profitability & risk
| Metric | RHHBY | JNJ |
|---|---|---|
| Revenue growth | -0.40% | 9.90% |
| Earnings growth | 171.30% | -52.90% |
| EPS growth | +171.30% | -52.90% |
| FCF margin | +17.41% | +12.98% |
| Operating margin | N/A | 27.41% |
| Profit margin | 20.33% | 21.83% |
| ROIC proxy | 37.27% | 26.42% |
| Return on equity | 37.27% | 26.42% |
| Dividend yield | 3.03% | 2.23% |
| Beta | 0.33 | 0.26 |
| Debt/equity | 87.64 | 67.73 |
| Current ratio | 1.38 | 1.02 |
| Quick ratio | 1.05 | 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
RHHBY max drawdown19.30%
JNJ max drawdown10.96%
RHHBY max wkly drop8.20%
JNJ max wkly drop5.81%
5Y risk snapshot
RHHBY max drawdown40.81%
JNJ max drawdown18.41%
RHHBY max wkly drop12.61%
JNJ max wkly drop9.18%
10Y risk snapshot
RHHBY max drawdown40.81%
JNJ max drawdown27.37%
RHHBY max wkly drop17.24%
JNJ max wkly drop13.25%
Performance metrics by period
| Period | Metric | RHHBY | JNJ |
|---|---|---|---|
| 1Y | Growth | +29.52% | +51.52% |
| CAGR | +29.54% | +51.61% | |
| Sharpe ratio | 0.92 | 2.26 | |
| Max drawdown | 19.30% | 10.96% | |
| Max daily drop | 6.34% | 2.48% | |
| Max wkly drop | 8.20% | 5.81% | |
| 5Y | Growth | +25.05% | +55.21% |
| CAGR | +4.57% | +9.20% | |
| Sharpe ratio | 0.12 | 0.34 | |
| Max drawdown | 40.81% | 18.41% | |
| Max daily drop | 9.10% | 7.59% | |
| Max wkly drop | 12.61% | 9.18% | |
| 10Y | Growth | +117.25% | +149.24% |
| CAGR | +8.07% | +9.57% | |
| Sharpe ratio | 0.26 | 0.34 | |
| Max drawdown | 40.81% | 27.37% | |
| Max daily drop | 9.10% | 10.04% | |
| Max wkly drop | 17.24% | 13.25% |
Business comparison
| Category | RHHBY | JNJ |
|---|---|---|
| Company | Roche Holding AG | Johnson & Johnson |
| Sector | Pharmaceuticals / Diagnostics | Healthcare |
| Industry | N/A | Drug Manufacturers - General |
| Core business | Roche is one of the world's largest pharmaceutical and diagnostics companies headquartered in Basel, Switzerland. Roche's two divisions — Pharmaceuticals (Genentech, brands including Rituxan, Herceptin, Avastin, Tecentriq, Ocrevus) and Diagnostics (the world's leading diagnostics business: PCR testing, sequencing, laboratory analyzers) — are uniquely integrated to pursue personalized medicine. Roche pioneered biotech-pharma integration by acquiring Genentech. COVID diagnostics provided significant temporary revenue. Key growth drivers include Vabysmo (retinal disease), subcutaneous medications, and neuroscience pipeline (Alzheimer's, rare neurological diseases). | Johnson & Johnson is one of the world's largest healthcare companies following the 2023 spinoff of its consumer health division (Kenvue) to focus on pharmaceuticals (Janssen) and medical devices (orthopedics, cardiovascular, surgical). J&J's pharmaceutical portfolio includes Darzalex (multiple myeloma, the world's best-selling cancer drug), Stelara (psoriasis/IBD), Erleada (prostate cancer), Tremfya, and the CAR-T therapy Carvykti. Medical devices include DePuy Synthes (orthopedic implants), Abiomed (ventricular assist devices), and surgical robotics. J&J is a Dividend King with 60+ consecutive years of dividend increases. |
| Investor focus | Investors focus on Roche's biosimilar erosion of legacy blockbusters (Rituxan, Herceptin, Avastin), new drug launches offsetting biosimilar headwinds, diagnostic leadership in molecular testing, and CHF dividend reliability. | Investors focus on Darzalex growth and patent life, Stelara biosimilar impact (patents expiring 2023), new pharmaceutical launches (Rybrevant, nipocalimab), talc litigation resolution, and medical device performance. |
RHHBY strengths
- →Diagnostics market leadership: Roche Diagnostics is the world's largest in-vitro diagnostics company — providing laboratory tests and equipment to hospitals globally, creating a recurring consumables revenue model
- →Personalized medicine integration of pharma + diagnostics: Roche's companion diagnostics (testing which patients will respond to specific drugs) create a sustainable competitive approach to targeted oncology
- →Vabysmo retinal disease blockbuster growth: Vabysmo for wet AMD and DME is one of pharma's fastest-growing new drugs — replacing Lucentis as the preferred retinal disease treatment
JNJ strengths
- →Darzalex multiple myeloma dominance: Darzalex is the world's leading cancer drug by sales, treating multiple myeloma in combination regimens — building toward $10B+ peak sales with ongoing label expansion
- →Medical devices competitive position: J&J's DePuy Synthes (hip/knee replacements), Abiomed (cardiac devices), and surgical robotics provide a durable medical technology franchise alongside pharma
- →Dividend King with 60+ year increase streak: J&J has raised dividends for 60+ consecutive years — one of the few healthcare Dividend Kings with an income track record that attracts long-term income investors
Risks to watch — RHHBY
- →Biosimilar competition eroding legacy blockbusters: Rituxan, Herceptin, and Avastin face biosimilar competition globally — the revenue decline from these historically massive blockbusters requires significant new launches to offset
- →Currency risk from Swiss CHF strength: Roche reports in CHF and pays dividends in CHF — USD investors experience currency translation risk when the franc strengthens
- →Diagnostics market share competition: Siemens Healthineers, Becton Dickinson, and Abbott are significant diagnostics competitors — maintaining Roche Diagnostics' leadership requires ongoing R&D investment
Risks to watch — JNJ
- →Talc litigation ongoing uncertainty: J&J's baby powder talc litigation (ovarian cancer claims) remains an ongoing legal and financial risk — the company has pursued bankruptcy resolution strategies for the talc liability
- →Stelara biosimilar revenue erosion: Stelara's US patents expired in 2023 — biosimilar competition is significantly reducing Stelara revenue that previously contributed $9B+ annually
- →Kenvue separation creating focused but smaller pharmaceutical identity: selling consumer brands to Kenvue simplifies J&J but removes the defensive consumer health revenue buffer that balanced pharma pipeline volatility
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