Correlation
The correlation between JNJ and UNH is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
JNJ vs. UNH
Compare and contrast key facts about Johnson & Johnson (JNJ) and UnitedHealth Group Incorporated (UNH).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNJ or UNH.
Performance
JNJ vs. UNH - Performance Comparison
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Key characteristics
JNJ:
0.52
UNH:
-0.85
JNJ:
0.68
UNH:
-1.07
JNJ:
1.09
UNH:
0.81
JNJ:
0.46
UNH:
-0.72
JNJ:
1.21
UNH:
-2.26
JNJ:
6.53%
UNH:
17.83%
JNJ:
18.80%
UNH:
44.51%
JNJ:
-52.60%
UNH:
-82.68%
JNJ:
-9.02%
UNH:
-51.92%
Fundamentals
JNJ:
$368.73B
UNH:
$270.43B
JNJ:
$8.99
UNH:
$23.88
JNJ:
16.96
UNH:
12.48
JNJ:
1.04
UNH:
0.79
JNJ:
4.13
UNH:
0.66
JNJ:
4.70
UNH:
2.85
JNJ:
$89.33B
UNH:
$407.42B
JNJ:
$61.01B
UNH:
$87.53B
JNJ:
$34.70B
UNH:
$32.14B
Returns By Period
In the year-to-date period, JNJ achieves a 7.96% return, which is significantly higher than UNH's -40.80% return. Over the past 10 years, JNJ has underperformed UNH with an annualized return of 7.32%, while UNH has yielded a comparatively higher 11.23% annualized return.
JNJ
7.96%
-0.65%
0.47%
9.79%
-2.44%
3.54%
7.32%
UNH
-40.80%
-27.14%
-50.59%
-37.50%
-14.97%
1.03%
11.23%
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Risk-Adjusted Performance
JNJ vs. UNH — Risk-Adjusted Performance Rank
JNJ
UNH
JNJ vs. UNH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Johnson & Johnson (JNJ) and UnitedHealth Group Incorporated (UNH). 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.
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Dividends
JNJ vs. UNH - Dividend Comparison
JNJ's dividend yield for the trailing twelve months is around 3.27%, more than UNH's 2.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ Johnson & Johnson | 3.27% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% |
UNH UnitedHealth Group Incorporated | 2.82% | 1.62% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% |
Drawdowns
JNJ vs. UNH - Drawdown Comparison
The maximum JNJ drawdown since its inception was -52.60%, smaller than the maximum UNH drawdown of -82.68%. Use the drawdown chart below to compare losses from any high point for JNJ and UNH.
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Volatility
JNJ vs. UNH - Volatility Comparison
The current volatility for Johnson & Johnson (JNJ) is 6.00%, while UnitedHealth Group Incorporated (UNH) has a volatility of 25.85%. This indicates that JNJ experiences smaller price fluctuations and is considered to be less risky than UNH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
JNJ vs. UNH - Financials Comparison
This section allows you to compare key financial metrics between Johnson & Johnson and UnitedHealth Group Incorporated. 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. UNH - Profitability Comparison
JNJ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Johnson & Johnson reported a gross profit of 14.54B and revenue of 21.89B. Therefore, the gross margin over that period was 66.4%.
UNH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a gross profit of 23.77B and revenue of 109.58B. Therefore, the gross margin over that period was 21.7%.
JNJ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Johnson & Johnson reported an operating income of 6.30B and revenue of 21.89B, resulting in an operating margin of 28.8%.
UNH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported an operating income of 9.12B and revenue of 109.58B, resulting in an operating margin of 8.3%.
JNJ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Johnson & Johnson reported a net income of 11.00B and revenue of 21.89B, resulting in a net margin of 50.2%.
UNH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, UnitedHealth Group Incorporated reported a net income of 6.29B and revenue of 109.58B, resulting in a net margin of 5.7%.