Johnson And Johnson's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Johnson And Johnson (JNJ) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Johnson And Johnson vs Its Competitors
- TTM: Trailing 12-month revenue of 99,335M vs 793,685M combined for its competitors (11.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+2.3% annualized vs trailing 12 months), vs accelerating (+6.4%) for its tracked peer group.
- Growth: Johnson And Johnson generated 5.9% revenue growth year over year in Q3 2026, vs 9.9% for its competitors combined.
- Profitability: Its 0.8% net margin compares with 17.3% for the peer group.
- Scale: Johnson And Johnson ranks #2 of 544 companies by market capitalization in the Major Pharmaceutical Preparations industry, holding 12.8% of industry market cap.
- Peer revenue share: Johnson And Johnson accounted for 10.7% of combined revenue among its tracked peer group, down from 11.1% a year earlier.
- Peer differentiation: Revenue per employee of $0.71M compares with $0.89M for the peer group (0.8x).
- Structure: Johnson And Johnson operates in the following segments: Oncology, Immunology, Surgery, Neuroscience, Orthopaedics, Cardiovascular, Electrophysiology, Vision, Pulmonary Hypertension, Cardiovascular/Metabolism/Other, Infectious Diseases, Abiomed, Shockwave, Other Cardiovascular; and reports the following subsidiaries: Intra cellular Therapies Inc (competes with Abbvie Inc , Alkermes Plc , Vanda Pharmaceuticals Inc ).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
JNJ Sales vs. its Competitors, Q3 2026
Johnson And Johnson reported revenue growth of 5.86 % year on year in Q3 2026, below its competitors' combined revenue growth of 9.92 %.
With a net margin of 0.83 %, Johnson And Johnson reported lower profitability than its competitors (17.32 %).
Johnson And Johnson generated 10.74 % of the combined sales of its peer group, down from 11.10 % a year earlier.
API endpoints for this dataset
Johnson And Johnson vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Johnson And Johnson reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Johnson And Johnson and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Johnson and Johnson | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (61) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Johnson And Johnson's competitor groups requires a Commercial License.
For context: the Major Pharmaceutical Preparations industry grew revenue 8.9% year over year, combined, vs 5.9% for Johnson And Johnson. Johnson And Johnson's share of combined industry revenue moved from 4.99% to 4.85%, a loss of 0.14 percentage points.
Johnson And Johnson's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Johnson and Johnson | Yes | Yes | No | Yes |
| Competitors combined (220) | ||||
| High-Confidence Competitors (133) | ||||
| Similar-Size Competitors (6) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
JNJ Stock Performance relative to its Competitors
JNJ Stock Performance relative to High-Confidence Competitors
JNJ Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Moderna Inc | 282.9% | Outperformed |
| 2 | Gt Biopharma Inc | 282.9% | Outperformed |
| 3 | Cypherpunk Technologies Inc | 282.9% | Outperformed |
| 4 | Horizon Kinetics Holding Corporation | 282.9% | Outperformed |
| 5 | An2 Therapeutics Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Johnson And Johnson's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Johnson And Johnson's Comment on Competition and Industry Peers
Publicly Traded Peers of Johnson and Johnson
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Johnson and Johnson |
681,567.81 | 99,335.00 |
 Eli Lilly And Company |
1,272,746.57 | 86,462.00 |
 Abbvie Inc |
517,512.60 | 66,014.00 |
 Procter and Gamble Co |
401,821.86 | 87,922.00 |
 Merck and Co Inc |
361,817.95 | 66,569.00 |
 Novartis Ag |
313,261.38 | 56,674.00 |
| SUBTOTAL | 7,349,867.18 | 1,825,407.65 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Johnson and Johnson versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Johnson And Johnson's Competitors Named by the Company
Competitive relationships identified from Johnson And Johnson reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Medtronic plc | Company report | 85% |
| Boston Scientific Corporation | Company report | 85% |
| Angiodynamics Inc | Company report | 85% |
| Intuitive Surgical Inc | Company report | 85% |
| Abbvie Inc | Company report | 85% |
| Encision Inc | Company report | 85% |
| Abbott Laboratories | Company report | 85% |
| United Health Products Inc | Company report | 85% |
| Co diagnostics Inc | Company report | 85% |
| Catheter Precision Inc | Company report | 85% |
| Integra Lifesciences Holdings Corp | Company report | 85% |
| Globus Medical Inc | Company report | 85% |
| Bioventus Inc | Company report | 85% |
| Koninklijke Philips Nv | Company report | 85% |
| Acutus Medical Inc | Company report | 85% |
| Novavax inc | Company report | 85% |
| Cardiovascular Systems, Inc. | Company report | 85% |
| Inspiremd Inc | Company report | 85% |
| Briacell Therapeutics Corp | Company report | 85% |
| Voyager Therapeutics Inc | Company report | 85% |
| Enovis Corp | Company report | 85% |
| Biodexa Pharmaceuticals Plc | Company report | 85% |
| Black Diamond Therapeutics Inc | Company report | 85% |
| Stryker Corp | Company report | 85% |
| Acumen Pharmaceuticals Inc | Company report | 85% |
| Bristol myers Squibb Company | Company report | 85% |
| Vanda Pharmaceuticals Inc | Company report | 85% |
| Paragon 28 inc | Company report | 85% |
| Monogram technologies inc | Company report | 85% |
| Mersana Therapeutics inc | Company report | 85% |
| Addex Therapeutics Ltd | Company report | 85% |
| Sutro Biopharma Inc | Company report | 85% |
| Apexigen Inc | Company report | 85% |
| Sellas Life Sciences Group Inc | Company report | 85% |
| Morphic Holding inc | Company report | 85% |
| Agentix Corp | Company report | 85% |
| Alpha Pro Tech Ltd | Company report | 85% |
| Pulse Biosciences Inc | Company report | 85% |
| Janux Therapeutics Inc | Company report | 85% |
| Bone Biologics Corporation | Company report | 85% |
| The Cooper Companies Inc | Company report | 85% |
| Abivax Sa | Company report | 85% |
| Spyglass Pharma Inc | Company report | 85% |
| Lenz Therapeutics Inc | Company report | 85% |
| Starco Brands Inc | Company report | 85% |
| Mangoceuticals Inc | Company report | 85% |
| Candel Therapeutics Inc | Company report | 85% |
| Immix Biopharma Inc | Company report | 85% |
| Compass Therapeutics Inc | Company report | 85% |
| Vor Biopharma Inc | Company report | 85% |
| Xtant Medical Holdings Inc | Company report | 85% |
| Arrivent Biopharma inc | Company report | 85% |
| Sana Biotechnology Inc | Company report | 85% |
| Kymera Therapeutics Inc | Company report | 85% |
| Gossamer Bio Inc | Company report | 85% |
| Shattuck Labs Inc | Company report | 85% |
| Nanobiotix S a | Company report | 85% |
| Corbus Pharmaceuticals Holdings Inc | Company report | 85% |
| Arcellx Inc | Company report | 85% |
| Actinium Pharmaceuticals Inc | Company report | 85% |
| Pyxis Oncology Inc | Company report | 85% |
| Sintx Technologies Inc | Company report | 85% |
| Tempest Therapeutics Inc | Company report | 85% |
| Oragenics Inc | Company report | 85% |
| Curanex Pharmaceuticals Inc | Company report | 85% |
| Ss Innovations International Inc | Company report | 85% |
| Scynexis Inc | Company report | 85% |
| Gh Research Plc | Company report | 85% |
| Cabaletta Bio Inc | Company report | 85% |
| Compass Pathways Plc | Company report | 85% |
| Nexgel Inc | Company report | 85% |
| Cytosorbents Corporation | Company report | 85% |
| Evolus Inc | Company report | 85% |
| Medinotec Inc | Company report | 85% |
| BSGM | Company report | 85% |
| NAYA | Company report | 85% |
| Nuvation Bio Inc | Company report | 85% |
| Alkermes | Company report | 85% |
| Cadrenal Therapeutics Inc | Company report | 85% |
| Otsuka Pharmaceutical | Company report | 85% |
| Bright Minds Biosciences Inc | Company report | 85% |
| Essa Pharma inc | Company report | 85% |
| Bicara Therapeutics Inc | Company report | 85% |
| Macrogenics Inc | Company report | 85% |
| Monopar Therapeutics Inc | Company report | 85% |
| Invo Fertility Inc | Company report | 85% |
| Greenwich Lifesciences Inc | Company report | 85% |
| Streamex Corp | Company report | 85% |
| Akero Therapeutics Inc | Company report | 85% |
| Igm Biosciences Inc | Company report | 85% |
| INVO | Company report | 85% |
| Definium Therapeutics Inc | Company report | 85% |
| Xoma Royalty Corporation | Company report | 85% |
| MNMD | Company report | 85% |
| Protagonist Therapeutics inc | Company report | 85% |
| Spyre Therapeutics Inc | Company report | 85% |
| Chemomab Therapeutics Ltd | Company report | 85% |
| Philips N.V. | Company report | 85% |
| Altamira Therapeutics Ltd | Company report | 85% |
| ENTO | Company report | 85% |
| Mira Pharmaceuticals Inc | Company report | 85% |
| Gridai Technologies Corp | Company report | 85% |
| Neximmune Inc | Company report | 85% |
| Vincerx Pharma Inc | Company report | 85% |
| Church and Dwight Co Inc | Company report | 85% |
| Prestige Consumer Healthcare Inc | Company report | 85% |
| The Hain Celestial Group Inc | Company report | 85% |
| Absci Corp | Company report | 85% |
| Ngm Biopharmaceuticals Inc | Company report | 85% |
| Cue Biopharma Inc | Company report | 85% |
| Glucotrack Inc | Company report | 85% |
| Surrozen Inc | Company report | 85% |
| The Honest Company Inc | Company report | 85% |
| Mirati Therapeutics Inc | Company report | 85% |
| Immunome Inc | Company report | 85% |
| Arbutus Biopharma Corp | Company report | 85% |
| Assembly Biosciences Inc | Company report | 85% |
| Puretech Health Plc | Company report | 85% |
| Lineage Cell Therapeutics Inc | Company report | 85% |
| Staar Surgical Co | Company report | 85% |
| Inmune Bio Inc | Company report | 85% |
| Galapagos Nv | Company report | 85% |
| Ocugen Inc | Company report | 85% |
| Inflarx N V | Company report | 85% |
| Urogen Pharma Ltd | Company report | 85% |
| Allergan | Company report | 85% |
| Aytu Biopharma Inc | Company report | 85% |
| Fusion Pharmaceuticals Inc | Company report | 85% |
| Sunovion | Company report | 85% |
| Autolus Therapeutics Plc | Company report | 85% |
| Reshape Lifesciences Inc | Company report | 85% |
| Alphatec Holdings Inc | Company report | 85% |
| Anavex Life Sciences Corp | Company report | 85% |
| Arena Pharmaceuticals Inc | Company report | 85% |
| Perrigo Company Plc | Company report | 85% |
| Exagen Inc | Company report | 85% |
| Lyra Therapeutics Inc | Company report | 85% |
| Can fite Biopharma Ltd | Company report | 85% |
| Zevra Therapeutics Inc | Company report | 85% |
| 4d Molecular Therapeutics Inc | Company report | 85% |
| Inovio Pharmaceuticals Inc | Company report | 85% |
| Relmada Therapeutics Inc | Company report | 85% |
| Alzamend Neuro Inc | Company report | 85% |
| Anaptysbio Inc | Company report | 85% |
| Atricure Inc | Company report | 85% |
| Edwards Lifesciences Corporation | Company report | 85% |
| Livanova Plc | Company report | 85% |
| Cvrx inc | Company report | 85% |
| Ir med Inc | Company report | 85% |
| Adagio Medical Holdings inc | Company report | 85% |
| Meihua International Medical Technologies Co Ltd | Company report | 85% |
| Surmodics Inc | Company report | 85% |
| Transmedics Group Inc | Company report | 85% |
| Silk Road Medical Inc | Company report | 85% |
| Axogen inc | Company report | 85% |
| Penumbra Inc | Company report | 85% |
| Artivion Inc | Company report | 85% |
| Biohaven Ltd | Company report | 85% |
| Semler Scientific inc | Company report | 85% |
| Regeneron Pharmaceuticals Inc | Company report | 85% |
| Takeda Pharmaceutical Company Limited | Company report | 85% |
| Irhythm Holdings Inc | Company report | 85% |
| Si bone inc | Company report | 85% |
| Danaher Corporation | Company report | 85% |
| Non Invasive Monitoring Systems Inc | Company report | 85% |
| Eli Lilly And Company | Company report | 85% |
| Smith and Nephew Plc | Company report | 85% |
| Bausch and Lomb Corp | Company report | 85% |
| Conmed Corporation | Company report | 85% |
| Novartis Ag | Company report | 85% |
| Gilead Sciences Inc | Company report | 85% |
| Pfizer Inc | Company report | 85% |
| Sage Therapeutics Inc | Company report | 85% |
| Vertex Pharmaceuticals Inc | Company report | 85% |
| Baxter International Inc | Company report | 85% |
| Surgalign Holdings Inc | Company report | 85% |
| Pacira Biosciences inc | Company report | 85% |
| Horizon Therapeutics Public Limited Company | Company report | 85% |
| Establishment Labs Holdings Inc | Company report | 85% |
| Nuvasive Inc | Company report | 85% |
| Unilever Plc | Company report | 85% |
| Gsk Plc | Company report | 85% |
| Merck and Co Inc | Company report | 85% |
| Merit Medical Systems Inc | Company report | 85% |
| Orchestra Biomed Holdings Inc | Company report | 85% |
| Jazz Pharmaceuticals Plc | Company report | 85% |
| Atrion Corporation | Company report | 85% |
| Moderna Inc | Company report | 85% |
| Lemaitre Vascular Inc | Company report | 85% |
| Sanofi | Company report | 85% |
| Procter and Gamble Co | Company report | 85% |
| Inari Medical Inc | Company report | 85% |
| Organon and Co | Company report | 85% |
| Tiziana Life Sciences Ltd | Company report | 85% |
| Alexion Pharmaceuticals Inc | Company report | 85% |
| Teleflex Incorporated | Company report | 85% |
| Bellicum Pharmaceuticals Inc | Company report | 85% |
| Est e Lauder Companies Inc | Company report | 85% |
| Humanigen Inc | Company report | 85% |
| Nektar Therapeutics | Company report | 85% |
| Axsome Therapeutics Inc | Company report | 85% |
| Vicarious Surgical Inc | Company report | 85% |
| Prometheus Biosciences Inc | Company report | 85% |
| Viatris Inc | Company report | 85% |
| Xencor Inc | Company report | 85% |
| Affimed N v | Company report | 85% |
| Becton Dickinson And Company | Company report | 85% |
| 3m Company | Company report | 85% |
| Aptinyx Inc | Company report | 85% |
| Zimvie Inc | Company report | 85% |
| Insulet Corporation | Company report | 85% |
| Stereotaxis Inc | Company report | 85% |
| Thermo Fisher Scientific Inc | Company report | 85% |
| Amgen Inc | Company report | 85% |
| Inspire Medical Systems inc | Company report | 85% |
| Bolt Biotherapeutics Inc | Company report | 85% |
| Colgate palmolive Company | Company report | 85% |
| Legend Biotech Corporation | Company report | 85% |
| Procept Biorobotics Corporation | Company report | 85% |
| Nkarta Inc | Company report | 85% |
| Cerevel Therapeutics Holdings Inc | Company report | 85% |
| Asensus Surgical Inc | Company report | 85% |
| Teva Pharmaceutical Industries Limited | Company report | 85% |
| Alcon inc | Company report | 85% |
| Zimmer Biomet Holdings Inc | Company report | 85% |
| Biogen Inc | Company report | 85% |
| Journey Medical Corp | Company report | 85% |
| Karuna Therapeutics Inc | Company report | 85% |
| Arcus Biosciences Inc | Company report | 85% |
| Cervomed Inc | Company report | 85% |
| United Therapeutics Corporation | Company report | 85% |
| Bausch Health Companies Inc | Company report | 85% |
| Astrazeneca Plc | Company report | 85% |
| Conformis inc | Company report | 85% |
| Fortress Biotech Inc | Company report | 85% |
| Lexicon Pharmaceuticals Inc | Company report | 85% |
| Minerva Neurosciences Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Johnson And Johnson's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Johnson And Johnson's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Johnson and Johnson | Oncology 29.93 % |
| Eli Lilly And Company | Reportable 100.00 % |
| Procter and Gamble Co | Fabric & Home Care 35.25 % |
| Merck and Co Inc | Pharmaceutical segment 89.95 % |
| Thermo Fisher Scientific Inc | Clinical Research 20.15 % |
| Amgen Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Johnson And Johnson's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Johnson and Johnson | 681,568 | 705,504 | 114,311 |
| Eli Lilly And Company | 1,272,747 | 1,729,240 | 551,594 |
| Abbvie Inc | 517,513 | 1,158,140 | 181,509 |
| Procter and Gamble Co | 401,822 | 845,404 | 154,750 |
| Merck and Co Inc | 361,818 | 887,587 | 42,267 |
| Novartis Ag | 313,261 | 752,973 | 185,566 |
| PEERS TOTAL | 6,668,299 | 889,977 | 90,070 |
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Johnson And Johnson's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Johnson and Johnson | United States 58.90 % |
| Eli Lilly And Company | United States 62.04 % |
| Procter and Gamble Co | Non-US 52.05 % |
| Merck and Co Inc | EMEA 21.50 % |
| Thermo Fisher Scientific Inc | North America 51.63 % |
| Gilead Sciences Inc | United States 76.66 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Johnson And Johnson's Position in Industry Market Structure
Market-capitalization share and concentration across all 491 companies in Johnson And Johnson's industry classification, broader than the peer set above. Market cap in millions of $.Johnson And Johnson ranks #2 of 491 companies by market capitalization in its industry, holding 12.80 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 988, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,273,174 | 24.00 % |
| 2 | Johnson and Johnson | 679,202 | 12.80 % |
| 3 | Abbvie Inc | 517,221 | 9.75 % |
| 4 | Merck and Co Inc | 361,818 | 6.82 % |
| 5 | Novartis Ag | 1,234 | 5.2% |
| 6 | Abbott Laboratories | 1,234 | 5.2% |
| 7 | Novo Nordisk A | 1,234 | 5.2% |
| 8 | Pfizer Inc | 1,234 | 5.2% |
| 9 | Astrazeneca Plc | 1,234 | 5.2% |
| 10 | Vertex Pharmaceuticals Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Johnson And Johnson's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-11.
Johnson And Johnson's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Eli Lilly And Company | 1,273,174 | 47.38 % |
| 2 | Johnson and Johnson | 679,202 | 47.74 % |
| 3 | Abbvie Inc | 517,221 | 33.53 % |
| 4 | Merck and Co Inc | 1,234 | 12.3% |
| 5 | Novartis Ag | 1,234 | 12.3% |
| 6 | Abbott Laboratories | 1,234 | 12.3% |
| 7 | Novo Nordisk A | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Johnson And Johnson's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-11. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Johnson And Johnson's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Major Pharmaceutical Preparations industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (446 companies). See the full Major Pharmaceutical Preparations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 67.56 % | 37.92 % (avg) | +29.6 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 30.99 % | -6.30 % (avg) | +37.3 pp |
| Capital Intensity (Capex / Revenue) | 5.61 % | 7.51 % (avg) | -1.9 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Johnson And Johnson's Valuation vs Competitive Position
Valuation multiples vs the Major Pharmaceutical Preparations industry average (446 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Major Pharmaceutical Preparations industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 39.9x | 26.5x | +13.4x |
| EV / EBITDA | 21.9x | 15.4x | +6.5x |
| P/B | 7.8x | 4.2x | +3.6x |
| Return on Equity | 19.55 % | industry aggregate | -2.69 % |
| Return on Invested Capital | - | -9.78 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Johnson And Johnson's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 6.71 % | 0.59 % | 0.64 % | 13.55 % | 1.25 % | -2.02 % | -4.52 % | 6.05 % |
| Operating Margin | 24.27 % | 24.15 % | 23.60 % | 24.95 % | 40.01 % | 22.80 % | 23.42 % | 26.85 % |
| Return on Invested Capital | 10.45 % | 10.94 % | 10.12 % | 11.12 % | 17.95 % | 10.40 % | 10.42 % | 10.61 % |
| P/E | 24.3x | 25.1x | 27.7x | 21.3x | 25.9x | 11.2x | 26.8x | 17.9x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Johnson And Johnson's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Johnson And Johnson falls in the Dog quadrant: relative market share of 0.53x vs its largest competitor, in an industry growing revenue 8.3% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Johnson And Johnson's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 988 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 5.61 % vs industry average 7.51 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Johnson And Johnson's dedicated Suppliers and Customers pages, not here.
Johnson And Johnson's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Johnson And Johnson falls in the Low attractiveness / High strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Johnson And Johnson's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+2.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- A meaningful share of competitors (37.40 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Johnson And Johnson's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Johnson and Johnson | 0.36 | 1.04 | 0.60 |
| Eli Lilly And Company | 0.16 | 1.44 | 1.44 |
| Abbvie Inc | 0.19 | 0.79 | - |
| Procter and Gamble Co | 0.26 | 0.71 | 0.71 |
| Merck and Co Inc | 0.40 | 1.46 | 1.01 |
| Novartis Ag | 0.42 | 1.12 | 0.02 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Johnson And Johnson's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Johnson and Johnson | Q3 2026 | +5.9 % | -95.9 % |
| Eli Lilly And Company | Q3 2026 | +38.6 % | +15.6 % |
| Abbvie Inc | Q3 2026 | +10.3 % | +2,143.6 % |
| Procter and Gamble Co | Q3 2026 | +4.0 % | -1.0 % |
| Merck and Co Inc | Q2 2026 | +5.1 % | - |
| Novartis Ag | Q4 2025 | +9.6 % | +17.0 % |
| PEERS TOTAL | +7.9 % | +12.7 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Johnson And Johnson's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Johnson and Johnson | Q3 2026 | +10.9 % | +17.7 % |
| Eli Lilly And Company | Q3 2026 | +30.7 % | +52.2 % |
| Abbvie Inc | Q3 2026 | -19.2 % | -21.0 % |
| Procter and Gamble Co | Q3 2026 | +7.3 % | +13.8 % |
| Merck and Co Inc | Q2 2026 | +23.6 % | +16.9 % |
| Novartis Ag | Q4 2025 | +18.3 % | +13.3 % |
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Johnson And Johnson's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Johnson and Johnson | 8.06% | 10.53% | 19.55% |
| Eli Lilly And Company | 21.24% | 32.00% | 83.65% |
| Abbvie Inc | 7.48% | 12.87% | - |
| Procter and Gamble Co | 12.54% | 17.47% | 29.71% |
| Merck and Co Inc | 2.42% | 3.24% | 6.59% |
| Novartis Ag | 12.59% | 12.62% | 30.00% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Johnson And Johnson's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Johnson and Johnson | 42.11 | 6.86 |
| Eli Lilly And Company | 46.25 | 14.72 |
| Abbvie Inc | 50.27 | 7.84 |
| Procter and Gamble Co | 25.25 | 4.57 |
| Merck and Co Inc | 118.13 | 5.44 |
| Novartis Ag | 22.40 | 5.53 |
| PEERS AVERAGE | 38.53 | 4.03 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.