COMPARE · Data as of August 24, 2026
JNJ vs NBIX
Verdict: Side-by-side breakdown using the Bull Rankings model. JNJ scored 45.7, NBIX scored 88.1 — NBIX leads.
Compare another set
JNJ
Johnson & Johnson
45.7
$273.04 · $658.0B
fundamentals as of
Score gap
42.4
NBIX leads
NBIX
Neurocrine Biosciences, Inc.
88.1
$153.04 · $15.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestNBIX22.3x
- Fastest growthNBIX+34.4%
- Strongest balance sheetNBIX0.12
- Highest qualityNBIX81 / 100
- Largest discount to fair valueNBIX-11%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
JNJ
stronger →← stronger
NBIX
78
Qualityreturns · margins · balance sheet
81
70
Growthrevenue & earnings expansion
96
17
Valuevaluation vs sector peers
88
NBIX is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
JNJ
NBIX
$22.2bA
FCF
$870mC+
+8.1%B
Rev
+34.4%A
0.58B
D/E
0.12B+
31.3xB
P/E
22.3xB+
4.73D
PEG
0.45A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
JNJ
NBIX
67% above
Price vs fair valuelower is cheaper
11% below
~21%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-46%
1-yr DCF upside
-6%
-40%
5-yr DCF upside
+12%
-30%
10-yr DCF upside
+46%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
JNJ
Why this score
- Durable high returns
NBIX
Why this score
- Durable high returns
- Diluting shareholders
The companies
JNJJohnson & Johnson
Why now
Drug Manufacturers - General · market cap $658.0b. Trading near 52-week high of $276.47 — momentum setup, limited technical margin of safety. 22 sell-side analysts rate this a Buy with a mean 1-yr target of $272.50 (implying -0% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 25% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 106% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
NBIXNeurocrine Biosciences, Inc.
Why now
Drug Manufacturers - Specialty & Generic · market cap $15.6b. 18% off the 52-week high of $186.12. Revenue growing +34% — in hypergrowth territory. PEG 0.45 — paying under fair value for the growth rate. 27 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $211.57 (implying +38% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 123% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trial-readout binary — late-stage clinical trials carry approve/reject outcomes that swing valuation 30%+; the equity is effectively a portfolio of these binary events, not a steady cash-flow business.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where JNJ and NBIX diverge
On the headline score the gap is 42.4 points in favor of NBIX. The widest single difference is Value, where NBIX leads by 70.6 points.
- ValueJNJ 17.4 · NBIX 88.0NBIX +70.6
- GrowthJNJ 69.8 · NBIX 95.9NBIX +26.1
- QualityJNJ 78.2 · NBIX 81.1level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.