TBPH vs JNJ

For growth investors, Theravance Biopharma, Inc.

(TBPH) is the stronger pick with 12. 1% revenue growth year-over-year, versus 4. 3% for Johnson & Johnson (JNJ). Johnson & Johnson (JNJ) offers the better valuation at 38. 8x trailing P/E (19. 4x forward), making it the more compelling value choice. Analysts rate Johnson & Johnson (JNJ) a "Buy" — based on 40 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On forward P/E, Theravance Biopharma, Inc.

is actually cheaper at 6. 7x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Johnson & Johnson (JNJ) delivered a total return of +48.

0%, compared to -12. 6% for Theravance Biopharma, Inc. (TBPH). Over 10 years, the gap is even starker: JNJ returned +136. 2% versus TBPH's -5. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Johnson & Johnson (JNJ) is the lower-risk stock at 0.

06β versus Theravance Biopharma, Inc. 's 0. 89β — meaning TBPH is approximately 1466% more volatile than JNJ relative to the S&P 500. On balance sheet safety, Theravance Biopharma, Inc. (TBPH) carries a lower debt/equity ratio of 28% versus 51% for Johnson & Johnson — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Theravance Biopharma, Inc.

(TBPH) is pulling ahead at 12. 1% versus 4. 3% for Johnson & Johnson (JNJ). On earnings-per-share growth, the picture is similar: Theravance Biopharma, Inc. grew EPS -15. 0% year-over-year, compared to -57. 8% for Johnson & Johnson. Over a 3-year CAGR, TBPH leads at 5. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Johnson & Johnson (JNJ) is the more profitable company, earning 15.

8% net margin versus -87. 6% for Theravance Biopharma, Inc. — meaning it keeps 15. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: JNJ leads at 24. 9% versus -72. 9% for TBPH. At the gross margin level — before operating expenses — TBPH leads at 100. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Theravance Biopharma, Inc.

(TBPH) trades at 6. 7x forward P/E versus 19. 4x for Johnson & Johnson — 12. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TBPH: 59. 4% to $27. 00.

In this comparison, JNJ (2.

2% yield) pays a dividend. TBPH does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Johnson & Johnson (JNJ) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

06), 2. 2% yield, +136. 2% 10Y return). Both have compounded well over 10 years (JNJ: +136. 2%, TBPH: -5. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

JNJ pays a dividend while TBPH does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.