The Motley Fool
04 Jul 2026, 01:15 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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4 claims · each scored for market impact
Johnson & Johnson maintains a diversified business model by operating as both a major drug maker and one of the world's largest medical device companies. — Diversification across different healthcare modalities provides a more stable earnings profile and lowers the risk of a single-product failure.
+0.30Johnson & Johnson is intentionally avoiding the GLP-1 weight-loss drug sector to focus on oncology and medical devices. — While it reduces risk through diversification, it means J&J is opting out of one of the fastest-growing market opportunities in pharmaceuticals.
-0.20Eli Lilly's revenues are now heavily concentrated, with weight-loss drugs accounting for nearly two-thirds of its total revenue. — Increased revenue concentration creates higher volatility and risk if the GLP-1 market faces regulatory or competitive headwinds.
-0.10Continue reading
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Eli Lilly is trading at a significantly higher valuation (P/E over 40x) compared to Johnson & Johnson (P/E of 29x). — A higher P/E suggests the market has already priced in significant growth, potentially leaving less upside for LLY compared to JNJ.
+0.10Which stocks this story touches
Praised for strategic diversification, strong core competencies in oncology, and a more attractive valuation and dividend yield.
Described as a 'one-trick pony' with high valuation and heavy reliance on a single product category.
Mentioned as a key player in the high-growth GLP-1 weight-loss drug market.
[mutual] Both companies are identified as key players in the GLP-1 weight-loss drug market.
[mutual] Both are described as large pharmaceutical companies, though J&J is steering away from the GLP-1 sector where Lilly leads.
[mutual] Both operate in the pharmaceutical sector, with Novo Nordisk competing in the GLP-1 space that J&J has decided to sidestep.
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