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Equity valuation of Johnson & Johnson

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Resumo:This thesis seeks to value Johnson & Johnson, a leading player in the pharmaceutical and healthcare industry, as of the end of 2023, using a comprehensive approach that incorporates two valuation methods. The study will focus on Discounted Cash Flow (DCF) analysis and relative valuation using multiples, such as Price-to-Earnings (P/E) and EV/EBITDA, to assess the intrinsic worth of Johnson & Johnson's equity. Through these approaches, the study aims to provide an accurate and balanced perspective on the company's financial health, potential for future value creation and verify if it is overvalued or undervalued relatively to the current real share price ($153.15). The analysis will also consider how macroeconomic trends, such as global health crises and healthcare regulations, influence the company's performance and market value. The research will delve into the specific challenges and nuances associated with valuing companies in the pharmaceutical sector, considering industry-specific factors and trends. By critically examining existing literature, financial reports, and market analysis, this thesis aims to contribute insights into the complexities of equity valuation within the context of Johnson & Johnson's dynamic business environment. The findings of this research will hold significance for investors, analysts, and stakeholders seeking a nuanced understanding of the financial valuation of a key player in the healthcare industry.
Autores principais:Pereira, Beatriz de Magalhães
Assunto:Equity valuation Johnson & Johnson JNJ Discounted cash flow valuation Relative valuation Multiples Avaliação de capital próprio Avaliação de fluxo de caixa descontado Avaliação relativa Múltiplos
Ano:2024
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:ISCTE
Idioma:inglês
Origem:Repositório ISCTE
Descrição
Resumo:This thesis seeks to value Johnson & Johnson, a leading player in the pharmaceutical and healthcare industry, as of the end of 2023, using a comprehensive approach that incorporates two valuation methods. The study will focus on Discounted Cash Flow (DCF) analysis and relative valuation using multiples, such as Price-to-Earnings (P/E) and EV/EBITDA, to assess the intrinsic worth of Johnson & Johnson's equity. Through these approaches, the study aims to provide an accurate and balanced perspective on the company's financial health, potential for future value creation and verify if it is overvalued or undervalued relatively to the current real share price ($153.15). The analysis will also consider how macroeconomic trends, such as global health crises and healthcare regulations, influence the company's performance and market value. The research will delve into the specific challenges and nuances associated with valuing companies in the pharmaceutical sector, considering industry-specific factors and trends. By critically examining existing literature, financial reports, and market analysis, this thesis aims to contribute insights into the complexities of equity valuation within the context of Johnson & Johnson's dynamic business environment. The findings of this research will hold significance for investors, analysts, and stakeholders seeking a nuanced understanding of the financial valuation of a key player in the healthcare industry.