MDT vs. JNJ
Compare and contrast key facts about Medtronic plc (MDT) and Johnson & Johnson (JNJ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDT or JNJ.
Key characteristics
| MDT | JNJ | |
|---|---|---|
| YTD Return | -0.02% | -4.04% |
| 1Y Return | -5.43% | -5.10% |
| 3Y Return (Ann) | -11.46% | -1.15% |
| 5Y Return (Ann) | 0.80% | 3.80% |
| 10Y Return (Ann) | 5.75% | 7.03% |
| Sharpe Ratio | -0.37 | -0.35 |
| Daily Std Dev | 18.67% | 15.69% |
| Max Drawdown | -72.79% | -52.60% |
| Current Drawdown | -34.33% | -15.05% |
Fundamentals
| MDT | JNJ | |
|---|---|---|
| Market Cap | $108.47B | $359.25B |
| EPS | $3.15 | $6.73 |
| PE Ratio | 25.93 | 22.18 |
| PEG Ratio | 1.52 | 0.89 |
| Revenue (TTM) | $32.32B | $85.65B |
| Gross Profit (TTM) | $21.72B | $63.95B |
| EBITDA (TTM) | $8.68B | $30.61B |
Correlation
The correlation between MDT and JNJ 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
MDT vs. JNJ - Performance Comparison
In the year-to-date period, MDT achieves a -0.02% return, which is significantly higher than JNJ's -4.04% return. Over the past 10 years, MDT has underperformed JNJ with an annualized return of 5.75%, while JNJ has yielded a comparatively higher 7.03% 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
MDT vs. JNJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Medtronic plc (MDT) and Johnson & Johnson (JNJ). 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
MDT vs. JNJ - Dividend Comparison
MDT's dividend yield for the trailing twelve months is around 3.38%, more than JNJ's 3.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDT Medtronic plc | 3.38% | 3.34% | 3.44% | 2.39% | 1.95% | 1.87% | 2.15% | 2.24% | 2.34% | 1.88% | 1.66% | 1.92% |
JNJ Johnson & Johnson | 3.19% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% | 2.64% | 2.83% |
Drawdowns
MDT vs. JNJ - Drawdown Comparison
The maximum MDT drawdown since its inception was -72.79%, which is greater than JNJ's maximum drawdown of -52.60%. Use the drawdown chart below to compare losses from any high point for MDT and JNJ. For additional features, visit the drawdowns tool.
Volatility
MDT vs. JNJ - Volatility Comparison
The current volatility for Medtronic plc (MDT) is 5.31%, while Johnson & Johnson (JNJ) has a volatility of 6.25%. This indicates that MDT experiences smaller price fluctuations and is considered to be less risky than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MDT vs. JNJ - Financials Comparison
This section allows you to compare key financial metrics between Medtronic plc and Johnson & Johnson. 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