MZTI vs. JNJ
MZTI (The Marzetti Company) and JNJ (Johnson & Johnson) are both stocks. MZTI operates in Packaged Foods (Consumer Defensive), while JNJ operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, MZTI returned 0.54%/yr vs 10.06%/yr for JNJ. At a 0.23 correlation, their price movements are largely independent.
Performance
MZTI vs. JNJ - Performance Comparison
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Returns By Period
In the year-to-date period, MZTI achieves a -32.69% return, which is significantly lower than JNJ's 13.43% return. Over the past 10 years, MZTI has underperformed JNJ with an annualized return of 0.54%, while JNJ has yielded a comparatively higher 10.06% annualized return.
MZTI
- 1D
- 1.49%
- 1M
- -3.25%
- YTD
- -32.69%
- 6M
- -30.23%
- 1Y
- -33.35%
- 3Y*
- -16.23%
- 5Y*
- -9.18%
- 10Y*
- 0.54%
JNJ
- 1D
- -0.26%
- 1M
- 5.50%
- YTD
- 13.43%
- 6M
- 16.43%
- 1Y
- 53.49%
- 3Y*
- 16.56%
- 5Y*
- 10.04%
- 10Y*
- 10.06%
MZTI vs. JNJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MZTI The Marzetti Company | -32.69% | -2.93% | 6.10% | -14.02% | 21.59% | -8.26% | 16.75% | -7.88% | 39.22% | -6.99% |
JNJ Johnson & Johnson | 13.43% | 47.48% | -4.81% | -8.58% | 5.97% | 11.44% | 10.82% | 16.22% | -5.13% | 24.43% |
Correlation
The correlation between MZTI and JNJ is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.23 |
Fundamentals
MZTI:
$2.98B
JNJ:
$567.68B
MZTI:
$6.41
JNJ:
$8.65
MZTI:
17.00
JNJ:
26.85
MZTI:
1.93
JNJ:
0.89
MZTI:
1.54
JNJ:
5.86
MZTI:
2.86
JNJ:
6.99
MZTI:
$1.94B
JNJ:
$96.36B
MZTI:
$469.39M
JNJ:
$66.60B
MZTI:
$296.24M
JNJ:
$31.62B
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Return for Risk
MZTI vs. JNJ — Risk / Return Rank
MZTI
JNJ
MZTI vs. JNJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Marzetti Company (MZTI) 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.
| MZTI | JNJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.44 | ||
| Sortino ratioReturn per unit of downside risk | -6.46 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.57 | -0.79 |
| Calmar ratioReturn relative to maximum drawdown | -0.78 | 4.91 | -5.69 |
| Martin ratioReturn relative to average drawdown | -1.88 | 14.52 | -16.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MZTI | JNJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.25 | 3.19 | -4.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | 0.60 | -0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.55 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.54 | -0.15 |
Drawdowns
MZTI vs. JNJ - Drawdown Comparison
The maximum MZTI drawdown since its inception was -54.66%, which is greater than JNJ's maximum drawdown of -50.67%. Use the drawdown chart below to compare losses from any high point for MZTI and JNJ.
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Drawdown Indicators
| MZTI | JNJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -50.67% | -3.99% |
Max Drawdown (1Y)Largest decline over 1 year | -42.74% | -10.96% | -31.78% |
Max Drawdown (3Y)Largest decline over 3 years | -46.47% | -15.95% | -30.52% |
Max Drawdown (5Y)Largest decline over 5 years | -48.22% | -18.41% | -29.81% |
Max Drawdown (10Y)Largest decline over 10 years | -48.22% | -27.37% | -20.85% |
Current DrawdownCurrent decline from peak | -46.51% | -6.06% | -40.45% |
Average DrawdownAverage peak-to-trough decline | -11.65% | -11.88% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.76% | 3.70% | +14.06% |
Volatility
MZTI vs. JNJ - Volatility Comparison
The Marzetti Company (MZTI) has a higher volatility of 6.38% compared to Johnson & Johnson (JNJ) at 5.80%. This indicates that MZTI's price experiences larger fluctuations and is considered to be riskier than JNJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MZTI | JNJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 5.80% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 20.58% | 12.41% | +8.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.85% | 16.87% | +9.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.73% | 16.87% | +10.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.70% | 18.47% | +9.23% |
Dividends
MZTI vs. JNJ - Dividend Comparison
MZTI's dividend yield for the trailing twelve months is around 3.63%, more than JNJ's 2.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ Johnson & Johnson | 2.26% | 2.48% | 3.40% | 3.00% | 2.52% | 2.45% | 2.53% | 2.57% | 2.74% | 2.38% | 2.73% | 2.87% |
MZTI The Marzetti Company | 3.63% | 2.34% | 2.11% | 2.07% | 1.65% | 1.84% | 1.55% | 1.66% | 1.39% | 1.74% | 1.45% | 5.96% |
Financials
MZTI vs. JNJ - Financials Comparison
This section allows you to compare key financial metrics between The Marzetti Company 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
MZTI vs. JNJ - Profitability Comparison
MZTI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported a gross profit of 107.22M and revenue of 453.37M. Therefore, the gross margin over that period was 23.7%.
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%.
MZTI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported an operating income of 46.58M and revenue of 453.37M, resulting in an operating margin of 10.3%.
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%.
MZTI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Marzetti Company reported a net income of 37.06M and revenue of 453.37M, resulting in a net margin of 8.2%.
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%.
Frequently Asked Questions
MZTI and JNJ have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MZTI has higher volatility (6.38%) compared to JNJ (5.80%). In terms of maximum drawdown, MZTI dropped -54.66% vs JNJ's -50.67%.
JNJ currently has the higher Sharpe Ratio (3.19 vs -1.25), 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.
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