COMP <GO>
PEN vs JNJ // RETURN ON INVESTED CAPITAL (ROIC)
Penumbra Inc. (NYSE) VS. Johnson & Johnson (NYSE) • 15-METRIC TALLY: PEN 3
— JNJ 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JNJ
LAST: $318.95 (-0.94%) • MKT CAP: $12.57B
roic
10.60%
LAST: $273.20 (-0.73%) • MKT CAP: $657.68B
roic
25.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PEN VS. JNJ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PEN | JNJ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 67.10% | 67.90% | -0.80 | JNJ | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 10.60% | 25.50% | -14.90 | JNJ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 52.0x | 18.5x | +33.50 | JNJ | /valuation <GO> |
| Free Cash Flow Yield | 1.38% | 2.97% | -1.59 | JNJ | /fcf-yield <GO> |
| Operating Margin | 13.50% | 34.70% | -21.20 | JNJ | /operating-margins <GO> |
| Net Profit Margin | 12.70% | 28.50% | -15.80 | JNJ | /net-margins <GO> |
| Revenue Growth (YoY) | 17.50% | 6.00% | +11.50 | PEN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 21.05 | 5.59 | +15.46 | PEN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | PEN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.1 | 59.1 | -14.00 | JNJ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.08 | -0.17 | JNJ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 60.0x | 23.0x | +37.00 | JNJ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.57B | $657.68B | -$645.11B | JNJ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PEN REV | JNJ REV | PEN GROSS % | JNJ GROSS % | PEN FCF | JNJ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.40B | $94.19B | 67.1% | 67.9% | $174.9M | $19.70B |
| FY 2024 | $1.19B | $88.82B | 63.2% | 69.1% | $147.3M | $19.84B |
| FY 2023 | $1.06B | $85.16B | — | — | $49.7M | $18.96B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PEN // BETA 0.91
JNJ // BETA 1.08