JNJ vs. CTRE
JNJ (Johnson & Johnson) and CTRE (CareTrust REIT, Inc.) are both stocks. JNJ operates in Drug Manufacturers - General (Healthcare), while CTRE operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, JNJ returned 10.46%/yr vs 15.93%/yr for CTRE. At a 0.21 correlation, their price movements are largely independent.
Performance
JNJ vs. CTRE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JNJ achieves a 17.68% return, which is significantly higher than CTRE's 3.00% return. Over the past 10 years, JNJ has underperformed CTRE with an annualized return of 10.46%, while CTRE has yielded a comparatively higher 15.93% annualized return.
JNJ
- 1D
- 1.07%
- 1M
- 5.14%
- YTD
- 17.68%
- 6M
- 15.11%
- 1Y
- 57.60%
- 3Y*
- 17.82%
- 5Y*
- 10.94%
- 10Y*
- 10.46%
CTRE
- 1D
- 0.27%
- 1M
- -13.17%
- YTD
- 3.00%
- 6M
- 3.57%
- 1Y
- 32.29%
- 3Y*
- 28.79%
- 5Y*
- 14.70%
- 10Y*
- 15.93%
JNJ vs. CTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNJ Johnson & Johnson | 17.68% | 47.48% | -4.81% | -8.58% | 5.97% | 11.44% | 10.82% | 16.22% | -5.13% | 24.43% |
CTRE CareTrust REIT, Inc. | 3.00% | 39.35% | 26.31% | 27.31% | -13.67% | 7.91% | 13.67% | 16.31% | 15.89% | 14.12% |
Correlation
The correlation between JNJ and CTRE is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since May 29, 2014 | 0.21 |
Fundamentals
JNJ:
$588.98B
CTRE:
$8.25B
JNJ:
$8.65
CTRE:
$1.61
JNJ:
27.85
CTRE:
22.92
JNJ:
0.93
CTRE:
0.58
JNJ:
6.08
CTRE:
16.40
JNJ:
7.25
CTRE:
2.00
JNJ:
$96.36B
CTRE:
$468.13M
JNJ:
$66.60B
CTRE:
$406.50M
JNJ:
$31.62B
CTRE:
$490.99M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JNJ vs. CTRE — Risk / Return Rank
JNJ
CTRE
JNJ vs. CTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson & Johnson (JNJ) and CareTrust REIT, Inc. (CTRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JNJ | CTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.07 | ||
| Sortino ratioReturn per unit of downside risk | +3.06 | ||
| Omega ratioGain probability vs. loss probability | 1.61 | 1.24 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 5.28 | 2.42 | +2.86 |
| Martin ratioReturn relative to average drawdown | 15.52 | 8.51 | +7.01 |
Loading charts...
Drawdowns
JNJ vs. CTRE - Drawdown Comparison
The maximum JNJ drawdown since its inception was -50.67%, smaller than the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for JNJ and CTRE.
Loading charts...
Drawdown Indicators
| JNJ | CTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.67% | -67.43% | +16.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.96% | -13.41% | +2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -15.95% | -23.19% | +7.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.41% | -30.98% | +12.57% |
Max Drawdown (10Y)Largest decline over 10 years | -27.37% | -67.43% | +40.06% |
Current DrawdownCurrent decline from peak | -2.54% | -13.17% | +10.63% |
Average DrawdownAverage peak-to-trough decline | -11.90% | -10.58% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.72% | 3.81% | -0.09% |
Volatility
JNJ vs. CTRE - Volatility Comparison
The current volatility for Johnson & Johnson (JNJ) is 5.47%, while CareTrust REIT, Inc. (CTRE) has a volatility of 7.12%. This indicates that JNJ experiences smaller price fluctuations and is considered to be less risky than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JNJ | CTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.47% | 7.12% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.16% | 19.70% | -7.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 24.07% | -7.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.87% | 24.55% | -7.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 35.34% | -16.86% |
Dividends
JNJ vs. CTRE - Dividend Comparison
JNJ's dividend yield for the trailing twelve months is around 2.18%, less than CTRE's 3.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTRE CareTrust REIT, Inc. | 3.79% | 3.71% | 4.29% | 5.00% | 5.92% | 4.64% | 4.51% | 4.36% | 4.44% | 4.42% | 4.44% | 5.84% |
JNJ Johnson & Johnson | 2.18% | 2.48% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% |
Financials
JNJ vs. CTRE - Financials Comparison
This section allows you to compare key financial metrics between Johnson & Johnson and CareTrust REIT, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
JNJ vs. CTRE - Profitability Comparison
JNJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Johnson & Johnson reported a gross profit of 17.20B and revenue of 24.06B. Therefore, the gross margin over that period was 71.5%.
CTRE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.
JNJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Johnson & Johnson reported an operating income of 6.40B and revenue of 24.06B, resulting in an operating margin of 26.6%.
CTRE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.
JNJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Johnson & Johnson reported a net income of 5.24B and revenue of 24.06B, resulting in a net margin of 21.8%.
CTRE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.
Frequently Asked Questions
JNJ and CTRE have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTRE has higher volatility (7.12%) compared to JNJ (5.47%). In terms of maximum drawdown, JNJ dropped -50.67% vs CTRE's -67.43%.
JNJ currently has the higher Sharpe Ratio (3.42 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for JNJ and CTRE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer