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JNJB34.SA$75.07-0.64%
Fair $75.07+0.0%

JNJB34.SA

Johnson & Johnson

Healthcare / Drug Manufacturers - GeneralSão Paulo

$75.07

-0.48 (-0.64%)

Fairly Valued+0.0%Fair Value $75.07Fund rank 38/100 · Data gapFallback financials|
SA 52/C
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $18.1B · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 92/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

52/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · JNJB34.SALocal privado en este navegador · Johnson & Johnson
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$2.71T

P/E

25.8x

↑

EV/EBITDA

67.3x

↑

ROE

32.9%

↑

Gross Margin

67.9%

↑

Debt/Equity

0.59

↑
52-Week Range$75
$55$88

TradingView lightweight chart

JNJB34.SA price, volumen y niveles de valoración

Último $75.07Periodo +646.8%
Fair value: $75.07

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+5.6%

FCF CAGR

+4.0%

FCF margin

20.5%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $94.19B · net income $26.80B · FCF $19.31B

2022-FY → 2025-FY

Gross margin

67.9%-1.4% pts

Operating margin

27.2%+0.9% pts

Net margin

28.5%+6.0% pts

FCF margin

20.5%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$94.19B$94.19B$88.82B$85.16B$79.99B
Net Income$26.80B$26.80B$14.07B$35.15B$17.94B
EBITDA$41.05B$41.05B$24.78B$23.32B$26.61B
EPS0.740.740.390.910.45
Gross Margin67.9%67.9%69.1%68.8%69.3%
Operating Margin27.2%27.2%23.9%25.8%26.3%
Net Margin28.5%28.5%15.8%41.3%22.4%
Balance Sheet
Debt/Equity0.590.590.510.430.52
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$19.31B$19.31B$18.06B$17.78B$17.18B
Returns
ROE32.9%32.9%19.7%51.1%23.4%
Valuation
P/E25.8025.80155.0357.07139.88
EV/EBITDA67.3267.3288.5086.2995.27
P/B33.5533.5530.5029.1532.65
Growth & Yield
Revenue Growth6.0%6.0%4.3%6.5%—
EPS Growth90.5%90.5%-57.8%103.9%—
Dividend Yield2.4%2.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

108.5%

muy exigente

EPS terminal req.

$6.66

Spread vs growth

-18.0%

5Y implied EPS CAGR

61.4%

muy exigente

EPS terminal req.

$8.06

Spread vs growth

29.1%

10Y implied EPS CAGR

33.3%

muy exigente

EPS terminal req.

$12.98

Spread vs growth

57.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +32.9%

Total return

+32.9%

Start / end P/E

149.0x → 102.1x

EPS bridge

0.39 → 0.74

Residual

-28.5%

EPS growth+90.5%
Multiple rerating-31.5%
Dividend+2.4%
Residual / FX / buybacks / cross-term-28.5%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.