AMGEN Inc vs Johnson & Johnson

AMGEN Inc (AMGN) is slightly overvalued and Johnson & Johnson (JNJ) is overvalued.

Both trade above our estimate of their intrinsic value. AMGN is the closer of the two: -11%, against -32% for JNJ.

Values as of the 22 Sept 2026 close.

AMGEN Inc (AMGN)

Discounting its cash flows at 7.5% (average of 3 methods) values the shares at $369.87; the price of $410.24 is 11% above that value, and 81% of that value comes from beyond year five.

Leak Score 51/100 on 10 of 12 signals

Johnson & Johnson (JNJ)

Discounting its cash flows at 7.1% (average of 3 methods) values the shares at $204.15; the price of $269.19 is 32% above that value, and 83% of that value comes from beyond year five.

Leak Score 50/100 on 9 of 12 signals

MetricAMGNJNJ
VerdictSlightly overvaluedOvervalued
Price$410.24$269.19
Intrinsic value$369.87$204.15
Margin of safety-11%-32%
Leak Score51/100 (10/12)50/100 (9/12)
Market cap$221.8B$648.7B
Revenue growth, 5 years7.8%2.7%
Operating margin33.3%27.0%
Net margin22.9%21.5%
Return on equity91.5%25.7%
Debt to equity4.900.58
P/E25.5x31.2x
Forward P/E16.8x21.2x
P/B19.0x7.6x
Dividend yield2.5%2.0%

All stocks in Drug Manufacturers - General