Johnson & Johnson

JNJ

Healthcare

Diversified healthcare company spanning pharmaceuticals, medical devices, and consumer health.

2 articles about Johnson & Johnson

Why the Market Is Overpricing Johnson & Johnson's Defensive Premium

Post-Kenvue JNJ trades at 22x earnings with a looming Stelara patent cliff worth $4-5 billion in annual revenue. The defensive premium is priced for a company that no longer exists.

Apr 12, 2026

Deep DivesJNJ

Inside Johnson & Johnson's Two-Headed Growth Engine

Post-Kenvue spin-off, J&J is a pure pharmaceutical and medtech company. Revenue hit $91.7B with a 22% profit margin. The immunology pipeline alone could be worth $20B in peak sales.

Apr 10, 2026