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Stock Comparison · Industry comparison · Drug Manufacturers - General

Johnson & Johnson vs Roche Holding: Which Stock Looks Stronger in 2026?

Johnson & Johnson holds the cleaner structural position, with stability as the main driver and growth adding further support. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The result is anchored in stability, but growth also reinforces the same direction. Johnson & Johnson leads by 10 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Drug Manufacturers - General

This comparison is based on industry proximity, not on functional trajectory similarity. JNJ and ROG.SW share the same industry classification.

For a similarity-based comparison, see how Johnson & Johnson and Roche each position within their functional peer groups in AssetNext.

Peer-Relative Score
JNJ
Johnson & Johnson
73
Peer-Score
Signal qualityHigh
vs
ROG.SW
Roche Holding AG
63
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: JNJ vs ROG.SW Profitability 69 75 Stability 86 51 Valuation 69 64 Growth 69 55 JNJ ROG.SW
Gap Ranking
#1 Stability +35
#2 Growth +14
#3 Profitability +6
#4 Valuation +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for JNJ and ROG.SW Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer JNJROG.SW Relative valuation Structural strength

Johnson & Johnson looks stronger on relative valuation, while the broader price setup remains mixed.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Stability
Both rank well on stability, but Johnson & Johnson still holds a clear edge.
Growth
On growth, the edge still sits with Johnson & Johnson, even though both profiles look solid.
Stability — Dominant Gap
JNJ
86
ROG.SW
51
Gap+35in favour of JNJ

The stability gap is wide, with the stronger side looking materially steadier through time.

What keeps the gap from being one-sided

Roche Holding AG still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

Stability is the clearest driver, and growth also supports Johnson & Johnson's broader structural position.

Explore full peer positioning in AssetNext

Break down the JNJ vs ROG.SW comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar stability-driven comparisons

Explore how JNJ and ROG.SW each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.