JNJ vs. MDT
Compare and contrast key facts about Johnson & Johnson (JNJ) and Medtronic plc (MDT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNJ or MDT.
Key characteristics
| JNJ | MDT | |
|---|---|---|
| YTD Return | -5.24% | -1.62% |
| 1Y Return | -8.01% | -7.38% |
| 3Y Return (Ann) | -1.12% | -12.55% |
| 5Y Return (Ann) | 3.78% | 0.98% |
| 10Y Return (Ann) | 6.86% | 5.76% |
| Sharpe Ratio | -0.48 | -0.40 |
| Daily Std Dev | 15.03% | 18.59% |
| Max Drawdown | -50.68% | -72.79% |
| Current Drawdown | -16.10% | -35.38% |
Fundamentals
| JNJ | MDT | |
|---|---|---|
| Market Cap | $356.43B | $105.54B |
| EPS | $7.43 | $3.15 |
| PE Ratio | 19.91 | 25.23 |
| PEG Ratio | 0.89 | 1.52 |
| Revenue (TTM) | $85.65B | $32.32B |
| Gross Profit (TTM) | $63.95B | $21.72B |
| EBITDA (TTM) | $30.67B | $8.68B |
Correlation
The correlation between JNJ and MDT is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JNJ vs. MDT - Performance Comparison
In the year-to-date period, JNJ achieves a -5.24% return, which is significantly lower than MDT's -1.62% return. Over the past 10 years, JNJ has outperformed MDT with an annualized return of 6.86%, while MDT has yielded a comparatively lower 5.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JNJ vs. MDT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson & Johnson (JNJ) and Medtronic plc (MDT). 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.
Dividends
JNJ vs. MDT - Dividend Comparison
JNJ's dividend yield for the trailing twelve months is around 3.20%, less than MDT's 3.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ Johnson & Johnson | 3.20% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% | 2.83% |
MDT Medtronic plc | 3.43% | 3.34% | 3.44% | 2.39% | 1.95% | 1.87% | 2.15% | 2.24% | 2.34% | 1.88% | 1.66% | 1.92% |
Drawdowns
JNJ vs. MDT - Drawdown Comparison
The maximum JNJ drawdown since its inception was -50.68%, smaller than the maximum MDT drawdown of -72.79%. Use the drawdown chart below to compare losses from any high point for JNJ and MDT. For additional features, visit the drawdowns tool.
Volatility
JNJ vs. MDT - Volatility Comparison
The current volatility for Johnson & Johnson (JNJ) is 4.59%, while Medtronic plc (MDT) has a volatility of 6.56%. This indicates that JNJ experiences smaller price fluctuations and is considered to be less risky than MDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JNJ vs. MDT - Financials Comparison
This section allows you to compare key financial metrics between Johnson & Johnson and Medtronic plc. 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