JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,368
Day
+0.48%
ITD
+14.22%
vs S&P
+3.70%
Snapshot
May 29, 2026
Friday close

JNJ Johnson & Johnson

Healthcare · Sleeve

Composite over time

Score log

DateCompositeTierSectorModel
2026-03-31 7.66 pass Healthcare claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 9.4 auto P/E 26.4
Liquidity 5.7 auto Current ratio 1.02
Growth 7.0 auto Revenue growth 9.9%
Profitability 9.2 auto Net margin 21.8%
Efficiency 9.6 auto ROE 26.4%
Leadership Tenure 7.5 ai CEO Joaquin Duato took over in January 2022 from Alex Gorsky, with 35+ years at JNJ providing continuity; clean Kenvue spin-off execution but tenure still under 4 years.
Ownership Alignment 3.7 auto Insider holding 0.06%
Strategic Vision 7.8 ai Post-Kenvue separation focuses on Innovative Medicine + MedTech with clear pipeline strategy (Carvykti, Tremfya, Rybrevant, robotic surgery via Ottava); coherent but not category-defining vision.
Focus / Clarity 7.2 ai Now a two-segment pharma + medtech pure-play after Kenvue spin, more focused than legacy JNJ but still spans oncology, immunology, neuroscience, cardiovascular, and surgical robotics.
Diversification 9.2 ai ~$88B revenue diversified across Innovative Medicine (~$57B) and MedTech (~$31B), no single drug >15% post-Stelara LOE, global footprint with no customer concentration.
Maturity / Revenue 9.6 ai Revenue $96.4B
Growth Potential 7.0 ai Stelara LOE headwind offset by Darzalex, Tremfya, Carvykti, and pipeline; oncology + medtech robotics provide upside but mid-single-digit growth profile limits ceiling vs. pure-play biotech peers.
Volatility 5.5 auto β 0.33 · D/E 67.73
Market Standing 9.2 auto Market cap $548.3B
Competitive Moat 7.8 ai Top-tier pharma with deep oncology/immunology IP, #1 or #2 medtech positions in surgery and orthopedics, scale R&D (~$15B annually), but faces patent cliffs and contested categories—doesn't stack to +1 boost territory.