JNJ vs. NSRGY
Compare and contrast key facts about Johnson & Johnson (JNJ) and Nestlé S.A. (NSRGY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNJ or NSRGY.
Key characteristics
| JNJ | NSRGY | |
|---|---|---|
| YTD Return | -5.24% | -7.88% |
| 1Y Return | -8.01% | -17.31% |
| 3Y Return (Ann) | -1.12% | -2.37% |
| 5Y Return (Ann) | 3.78% | 4.22% |
| 10Y Return (Ann) | 6.86% | 6.05% |
| Sharpe Ratio | -0.48 | -1.09 |
| Daily Std Dev | 15.03% | 16.16% |
| Max Drawdown | -50.68% | -41.23% |
| Current Drawdown | -16.10% | -20.79% |
Fundamentals
| JNJ | NSRGY | |
|---|---|---|
| Market Cap | $356.43B | $273.59B |
| EPS | $7.43 | $4.64 |
| PE Ratio | 19.91 | 22.44 |
| PEG Ratio | 0.89 | 2.33 |
| Revenue (TTM) | $85.65B | $93.35B |
| Gross Profit (TTM) | $63.95B | $43.04B |
| EBITDA (TTM) | $30.67B | $18.16B |
Correlation
The correlation between JNJ and NSRGY is 0.27, 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. NSRGY - Performance Comparison
In the year-to-date period, JNJ achieves a -5.24% return, which is significantly higher than NSRGY's -7.88% return. Over the past 10 years, JNJ has outperformed NSRGY with an annualized return of 6.86%, while NSRGY has yielded a comparatively lower 6.05% 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. NSRGY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson & Johnson (JNJ) and Nestlé S.A. (NSRGY). 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. NSRGY - Dividend Comparison
JNJ's dividend yield for the trailing twelve months is around 3.20%, less than NSRGY's 3.31% 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% |
NSRGY Nestlé S.A. | 3.31% | 2.76% | 2.64% | 2.18% | 2.34% | 2.24% | 3.12% | 2.68% | 3.16% | 3.11% | 3.31% | 2.96% |
Drawdowns
JNJ vs. NSRGY - Drawdown Comparison
The maximum JNJ drawdown since its inception was -50.68%, which is greater than NSRGY's maximum drawdown of -41.23%. Use the drawdown chart below to compare losses from any high point for JNJ and NSRGY. For additional features, visit the drawdowns tool.
Volatility
JNJ vs. NSRGY - Volatility Comparison
The current volatility for Johnson & Johnson (JNJ) is 4.59%, while Nestlé S.A. (NSRGY) has a volatility of 5.17%. This indicates that JNJ experiences smaller price fluctuations and is considered to be less risky than NSRGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
JNJ vs. NSRGY - Financials Comparison
This section allows you to compare key financial metrics between Johnson & Johnson and Nestlé S.A.. 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