Professional
Added to YB: 2026-07-07
Pitch date: 2026-03-31
JNJ [bullish]
Johnson & Johnson
+6.2%
current return
Author Info
No bio for this author
Company Info
Johnson & Johnson, together with its subsidiaries, engages in the research and development, manufacture, and sale of a range of products in the healthcare field worldwide.
Market Cap
$633.2B
Pitch Price
$244.20
Price Target
N/A
Dividend
2.04%
EV/EBITDA
19.29
P/E
30.46
EV/Sales
6.91
Sector
Pharmaceuticals
Category
growth
Baron Health Care Fund Added On Position: Johnson & Johnson
JNJ (added to position): Large-cap healthcare, portfolio optimization via spinoffs (Kenvue 2023, DePuy Synthes orthopedics 2025) to focus on Innovative Medicine (oncology/immunology/neuro) & growth MedTech (cardio/robotics/vision). 2026 op sales +6%, potential double-digit by decade-end. AAA-rated, $20B+ annual FCF. Accelerating growth justifies higher multiple.
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