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Johnson & Johnson vs Zoetis: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Johnson & Johnson carrying a narrow edge on stability. Zoetis still leads on profitability and valuation, which keeps the comparison from looking entirely one-sided. On the market side, Johnson & Johnson is in better shape — its trend is intact while Zoetis's trend has broken down. That puts structure and market broadly in agreement — Johnson & Johnson's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-07-05

The comparison is mainly decided in stability, with the rest of the profile carrying less weight.

Trajectory Similarity
0.75
Similar
Peer-set rank: #2
within Johnson & Johnson's functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

This level of similarity signals a strong structural match, even though some dimensions still separate the two companies.

The clearest structural overlap shows up in margin consistency and revenue stability.

Similarity drivers
margin consistencyrevenue stability
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
JNJ
Johnson & Johnson
54
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
ZTS
Zoetis Inc.
53
Peer-Score
Signal qualitylow
Peer basis: S&P 500

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

The clearest separation appears in stability.

Dimension spread: JNJ vs ZTS Profitability 47 59 Stability 88 22 Valuation 58 88 Growth 24 24 JNJ ZTS
Gap Ranking
#1 Stability +66
#2 Valuation +30
#3 Profitability +12
#4 Growth
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for JNJ and ZTS Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer JNJZTS Relative valuation Structural strength

Johnson & Johnson still looks stronger overall, though current pricing looks more supportive for Zoetis Inc..

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

Entry today — historical context

Where JNJ and ZTS each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY JNJ Elevated · above norm 0th 50th 100th 98 pct gap ZTS Lower · below norm 0th 50th 100th 99th 1st
Today ZTS sits in the lower portion of its own 5-year history (1st percentile), while JNJ sits higher in its own history (99th). Within each stock's own 5-year context, ZTS is at a historically more favourable entry position than JNJ. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Stability
On stability, Johnson & Johnson ranks near the top of the group; Zoetis Inc. sits in the weaker half.
Valuation
On valuation, the same pattern holds: both are strong, but Zoetis Inc. still leads clearly.
Stability — Dominant Gap
JNJ
88
ZTS
22
Gap+66in favour of JNJ

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

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Zoetis, with a forward P/E that is 10.6 turns lower there.

What this means for the comparison

The main read on stability is clearer than the broader score gap.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how JNJ and ZTS 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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.