Johnson & Johnson

Johnson & Johnson is a holding company engaged in the research and development, manufacture and sale of a range of products in the health care field. The company has three business segments: Consumer, which includes a range of products used in the baby care, oral care, beauty, over-the-counter pharmaceutical, women's health and wound care markets; Pharmaceutical, which is focused on six therapeutic areas: immunology, infectious diseases and vaccines, neuroscience, oncology, cardiovascular and metabolism and pulmonary hypertension; and Medical Devices, which includes products used in the orthopaedic, surgery, interventional solutions (cardiovascular and neurovascular), and eye health fields.
  • TickerJNJ
  • ISINUS4781601046
  • ExchangeNew York Stock Exchange
  • SectorPharmaceuticals & Biotechnology
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for JNJ

ValuEngine Rating and Forecast Report for JNJ

Sel Hardy

Johnson & Johnson

Johnson & Johnson - December 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research

Valens Equity Insights and Inflections - 2020 03 24

GILD currently trades well below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 7.7x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fade materially, from 30% in 2019 to 8% in 2024, accompanied by 10% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to decline to 23% by 2021, accompanied by 29% Uniform Asset growth, driven by the acquisition of Forty Seven. However, management is confident about the strength of their pipeline, and the potential of their acquisitions and treatments. Curre...

ValuEngine Rating and Forecast Report for JNJ

ValuEngine Rating and Forecast Report for JNJ

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom” we laid out our gameplan and what we need to see before having confidence that equity markets are bottoming. Below we provide new data points and observations. Yes, equities remain deeply oversold and...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

The Only Thing We Have To Fear Is Fear Itself This powerful quote from FDR can be applied to many facets of life. When it comes to the market, fear can lead investors to buy when it is time to sell, sell when it is time to buy, or freeze up altogether. Step one in conquering this issue starts with preparation and a gameplan. In our report from last Thursday (3/12) titled “Searching For A Bottom” we laid out our gameplan and what we need to see before having confidence that equity markets are bottoming. Below we provide new data points and observations. Yes, equities remain deeply oversold and...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Small-Caps Closing the Gap Major averages in the US (S&P 500, Dow, Russell 2000) and Europe (STOXX 600 & 50) each had throwbacks to their prior breakout levels last week, with all making successful tests of support amid reports of a potential setback in trade negotiations... see charts below. Thus far, buy-the-dippers have been rewarded. While a retest of these lows is possible -- particularly if something goes awry regarding US-China trade or the Fed -- we continue to believe dips should be bought as the weight of the evidence continues to point to a new leg higher for the broad equity marke...

Johnson & Johnson: 1 director sold/sold after exercising options

A director at Johnson & Johnson sold/sold after exercising options 39,224 shares at 147.960USD and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under l...

Valens Research

Valens Equity Insights and Inflections - 2020 03 24

GILD currently trades well below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 7.7x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fade materially, from 30% in 2019 to 8% in 2024, accompanied by 10% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to decline to 23% by 2021, accompanied by 29% Uniform Asset growth, driven by the acquisition of Forty Seven. However, management is confident about the strength of their pipeline, and the potential of their acquisitions and treatments. Curre...

Valens Research

JNJ - Embedded Expectations Analysis - 2020 03 17

Johnson & Johnson (JNJ:USA) currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with a 16.7x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management appears concerned about sales growth, generics competition, and their portfolio Specifically, management may lack confidence in their ability to sustain growth in DARZALEX sales, ex-US market penetration and share, and Orthopedic, Knees, and Trauma segment revenues. Furthermore, they may be concerned about declines in ZYTIGA sales and Trauma market share, generics competition,...

Akesobio (康方生物) Pre-IPO - Thoughts on valuation

Akesobio is a clinical-stage biopharmaceutical company with a focus on developing biologics drugs for oncology and autoimmune. The company plans to raise up to USD $300 million via a HK listing. In our previous insight, we had discussed that the company features two differentiated PD-1 related drugs in their core assets. Penpulimab (AK105) is a potential best-in-class PD-1 monoclonal antibody thanks to an improvement that could reduce the side effect. Readings from clinical research are not yet conclusive on the superiority of the efficacy but show improved safety profile vs existing PD-1 pr...

Sel Hardy

Johnson & Johnson

Sel Hardy

Johnson & Johnson

Johnson & Johnson - December 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Johnson & Johnson: Litigation uncertainties persist, but robust operating performance will continue

Our credit view of J&J reflecting excellent scale, diversity, profitability and financial flexibility, tempered by rising social risks including unresolved legal exposures.

Moody's announces completion of a periodic review of ratings of Johnson & Johnson

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Johnson& Johnson. Global Credit Research- 14 Jan 2020. New York, January 14, 2020-- Moody's Investors Service has completed a periodic review of the ratings of Johnson& Johnson and other ratings that are associated with the same analytical unit.

Johnson & Johnson - September 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Marnik Hinnekens

TP ICAP - Europe - Morning CreditUpdate 31/10/2019 - BNP Paribas - EN

TP ICAP - Europe - Morning CreditUpdate 31/10/2019 - BNP Paribas - EN

ValuEngine Rating and Forecast Report for JNJ

ValuEngine Rating and Forecast Report for JNJ

Sel Hardy

Johnson & Johnson

ValuEngine Rating and Forecast Report for JNJ

ValuEngine Rating and Forecast Report for JNJ

Sel Hardy

Johnson & Johnson

ValuEngine Rating and Forecast Report for JNJ

ValuEngine Rating and Forecast Report for JNJ

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