Drug Manufacturers - General
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Side-by-side financial analysisStock Comparison
JNJ vs SNY vs KO
Revenue, margins, valuation, and 5-year total return — side by side.
Drug Manufacturers - General
Beverages - Non-Alcoholic
JNJ vs SNY vs KO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||
|---|---|---|---|
| Industry | Drug Manufacturers - General | Drug Manufacturers - General | Beverages - Non-Alcoholic |
| Market Cap | $550.40B | $102.35B | $341.71B |
| Revenue (TTM) | $92.15B | $46.72B | $49.28B |
| Net Income (TTM) | $25.12B | $7.81B | $13.70B |
| Gross Margin | 68.1% | 72.3% | 61.7% |
| Operating Margin | 26.1% | 13.6% | 29.3% |
| Forward P/E | 19.7x | 10.1x | 24.3x |
| Total Debt | $36.63B | $21.79B | $45.49B |
| Cash & Equiv. | $24.11B | $7.66B | $10.27B |
JNJ vs SNY vs KO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Johnson & Johnson (JNJ) | 100 | 162.4 | +62.4% |
| Sanofi (SNY) | 100 | 83.0 | -17.0% |
| The Coca-Cola Compa… (KO) | 100 | 177.7 | +77.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: JNJ vs SNY vs KO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
JNJ is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 132.2% 10Y total return vs KO's 115.0%
- Lower volatility, beta -0.03, Low D/E 51.2%, current ratio 1.11x
- +55.0% vs SNY's -5.9%
SNY carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 3 yrs, beta 0.43, yield 5.1%
- Rev growth 5.5%, EPS growth -7.3%, 3Y rev CAGR 4.8%
- 5.5% revenue growth vs KO's 1.9%
KO is the clearest fit if your priority is valuation efficiency and defensive.
- PEG 2.17 vs JNJ's 35.11
- Beta -0.23, yield 2.6%, current ratio 1.46x
- 27.8% margin vs SNY's 16.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.5% revenue growth vs KO's 1.9% | |
| Value | Lower P/E (10.1x vs 19.7x) | |
| Quality / Margins | 27.8% margin vs SNY's 16.7% | |
| Stability / Safety | Lower D/E ratio (30.4% vs 132.7%) | |
| Dividends | 5.1% yield, 3-year raise streak, vs KO's 2.6% | |
| Momentum (1Y) | +55.0% vs SNY's -5.9% | |
| Efficiency (ROA) | 13.1% ROA vs SNY's 6.1%, ROIC 15.8% vs 5.5% |
JNJ vs SNY vs KO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
JNJ vs SNY vs KO — Financial Metrics
Side-by-side numbers across 3 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
KO leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
JNJ is the larger business by revenue, generating $92.1B annually — 2.0x SNY's $46.7B. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to SNY's 16.7%. On growth, SNY holds the edge at +59.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||
|---|---|---|---|
| RevenueTrailing 12 months | $92.1B | $46.7B | $49.3B |
| EBITDAEarnings before interest/tax | $31.4B | $9.6B | $15.5B |
| Net IncomeAfter-tax profit | $25.1B | $7.8B | $13.7B |
| Free Cash FlowCash after capex | $19.1B | $8.3B | $12.6B |
| Gross MarginGross profit ÷ Revenue | +68.1% | +72.3% | +61.7% |
| Operating MarginEBIT ÷ Revenue | +26.1% | +13.6% | +29.3% |
| Net MarginNet income ÷ Revenue | +27.3% | +16.7% | +27.8% |
| FCF MarginFCF ÷ Revenue | +20.7% | +17.7% | +25.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.8% | +59.9% | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +91.0% | -5.2% | +18.2% |
Valuation Metrics
SNY leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 18.1x trailing earnings, SNY trades at a 54% valuation discount to JNJ's 39.4x P/E. Adjusting for growth (PEG ratio), KO offers better value at 2.34x vs JNJ's 35.11x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||
|---|---|---|---|
| Market CapShares × price | $550.4B | $102.4B | $341.7B |
| Enterprise ValueMkt cap + debt − cash | $562.9B | $118.6B | $376.9B |
| Trailing P/EPrice ÷ TTM EPS | 39.45x | 18.14x | 26.12x |
| Forward P/EPrice ÷ next-FY EPS est. | 19.73x | 10.07x | 24.27x |
| PEG RatioP/E ÷ EPS growth rate | 35.11x | — | 2.34x |
| EV / EBITDAEnterprise value multiple | 19.09x | 10.79x | 25.45x |
| Price / SalesMarket cap ÷ Revenue | 6.20x | 1.90x | 7.13x |
| Price / BookPrice ÷ Book value/share | 7.76x | 1.25x | 9.99x |
| Price / FCFMarket cap ÷ FCF | 27.74x | 10.00x | 64.52x |
Profitability & Efficiency
JNJ leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $11 for SNY. SNY carries lower financial leverage with a 0.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to KO's 1.33x. On the Piotroski fundamental quality scale (0–9), SNY scores 7/9 vs JNJ's 5/9, reflecting strong financial health.
| Metric | |||
|---|---|---|---|
| ROE (TTM)Return on equity | +31.7% | +10.8% | +41.1% |
| ROA (TTM)Return on assets | +13.0% | +6.1% | +13.1% |
| ROICReturn on invested capital | +20.7% | +5.5% | +15.8% |
| ROCEReturn on capital employed | +17.6% | +6.3% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 | 7 |
| Debt / EquityFinancial leverage | 0.51x | 0.30x | 1.33x |
| Net DebtTotal debt minus cash | $12.5B | $14.1B | $35.2B |
| Cash & Equiv.Liquid assets | $24.1B | $7.7B | $10.3B |
| Total DebtShort + long-term debt | $36.6B | $21.8B | $45.5B |
| Interest CoverageEBIT ÷ Interest expense | 48.23x | 17.51x | 10.70x |
Total Returns (Dividends Reinvested)
JNJ leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in KO five years ago would be worth $16,528 today (with dividends reinvested), compared to $10,022 for SNY. Over the past 12 months, JNJ leads with a +55.0% total return vs SNY's -5.9%. The 3-year compound annual growth rate (CAGR) favors JNJ at 14.0% vs SNY's -2.6% — a key indicator of consistent wealth creation.
| Metric | |||
|---|---|---|---|
| YTD ReturnYear-to-date | +11.4% | -7.1% | +16.4% |
| 1-Year ReturnPast 12 months | +55.0% | -5.9% | +17.7% |
| 3-Year ReturnCumulative with dividends | +48.3% | -7.7% | +39.3% |
| 5-Year ReturnCumulative with dividends | +55.8% | +0.2% | +65.3% |
| 10-Year ReturnCumulative with dividends | +132.2% | +58.1% | +115.0% |
| CAGR (3Y)Annualised 3-year return | +14.0% | -2.6% | +11.7% |
Risk & Volatility
KO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.23 beta — it tends to amplify market swings less than SNY's 0.43 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 94.5% from its 52-week high vs SNY's 80.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||
|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.03x | 0.43x | -0.23x |
| 52-Week HighHighest price in past year | $251.71 | $52.68 | $84.04 |
| 52-Week LowLowest price in past year | $149.04 | $41.85 | $65.35 |
| % of 52W HighCurrent price vs 52-week peak | +90.7% | +80.4% | +94.5% |
| RSI (14)Momentum oscillator 0–100 | 53.5 | 41.0 | 49.2 |
| Avg Volume (50D)Average daily shares traded | 6.7M | 2.7M | 13.6M |
Analyst Outlook
Evenly matched — JNJ and SNY and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: JNJ as "Buy", SNY as "Buy", KO as "Buy". Consensus price targets imply 20.3% upside for SNY (target: $51) vs 8.5% for KO (target: $86). For income investors, SNY offers the higher dividend yield at 5.10% vs JNJ's 2.13%.
| Metric | |||
|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $251.55 | $51.00 | $86.13 |
| # AnalystsCovering analysts | 40 | 27 | 48 |
| Dividend YieldAnnual dividend ÷ price | +2.1% | +5.1% | +2.6% |
| Dividend StreakConsecutive years of raises | 56 | 3 | 56 |
| Dividend / ShareAnnual DPS | $4.87 | $1.88 | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.4% | +5.4% | +0.2% |
KO leads in 2 of 6 categories (Income & Cash Flow, Risk & Volatility). JNJ leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
JNJ vs SNY vs KO: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is JNJ or SNY or KO a better buy right now?
For growth investors, Sanofi (SNY) is the stronger pick with 5.
5% revenue growth year-over-year, versus 1. 9% for The Coca-Cola Company (KO). Sanofi (SNY) offers the better valuation at 18. 1x trailing P/E (10. 1x 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.
02Which has the better valuation — JNJ or SNY or KO?
On trailing P/E, Sanofi (SNY) is the cheapest at 18.
1x versus Johnson & Johnson at 39. 4x. On forward P/E, Sanofi is actually cheaper at 10. 1x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: The Coca-Cola Company wins at 2. 17x versus Johnson & Johnson's 35. 11x.
03Which is the better long-term investment — JNJ or SNY or KO?
Over the past 5 years, The Coca-Cola Company (KO) delivered a total return of +65.
3%, compared to +0. 2% for Sanofi (SNY). Over 10 years, the gap is even starker: JNJ returned +132. 2% versus SNY's +58. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — JNJ or SNY or KO?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
23β versus Sanofi's 0. 43β — meaning SNY is approximately -283% more volatile than KO relative to the S&P 500. On balance sheet safety, Sanofi (SNY) carries a lower debt/equity ratio of 30% versus 133% for The Coca-Cola Company — giving it more financial flexibility in a downturn.
05Which is growing faster — JNJ or SNY or KO?
By revenue growth (latest reported year), Sanofi (SNY) is pulling ahead at 5.
5% versus 1. 9% for The Coca-Cola Company (KO). On earnings-per-share growth, the picture is similar: The Coca-Cola Company grew EPS 23. 6% year-over-year, compared to -57. 8% for Johnson & Johnson. Over a 3-year CAGR, SNY leads at 4. 8% 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.
06Which has better profit margins — JNJ or SNY or KO?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus 15. 8% for Johnson & Johnson — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KO leads at 28. 7% versus 13. 6% for SNY. At the gross margin level — before operating expenses — SNY leads at 72. 3%, 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.
07Is JNJ or SNY or KO more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, The Coca-Cola Company (KO) is the more undervalued stock at a PEG of 2. 17x versus Johnson & Johnson's 35. 11x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Sanofi (SNY) trades at 10. 1x forward P/E versus 24. 3x for The Coca-Cola Company — 14. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SNY: 20. 3% to $51. 00.
08Which pays a better dividend — JNJ or SNY or KO?
All stocks in this comparison pay dividends.
Sanofi (SNY) offers the highest yield at 5. 1%, versus 2. 1% for Johnson & Johnson (JNJ).
09Is JNJ or SNY or KO better for a retirement portfolio?
For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
23), 2. 6% yield, +115. 0% 10Y return). Both have compounded well over 10 years (KO: +115. 0%, SNY: +58. 1%), 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.
10What are the main differences between JNJ and SNY and KO?
These companies operate in different sectors (JNJ (Healthcare) and SNY (Healthcare) and KO (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: JNJ is a large-cap quality compounder stock; SNY is a mid-cap income-oriented stock; KO is a large-cap quality compounder stock. 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.
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