PHM vs. JNJ
PHM (PulteGroup, Inc.) and JNJ (Johnson & Johnson) are both stocks. PHM operates in Residential Construction (Consumer Cyclical), while JNJ operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, PHM returned 21.24%/yr vs 10.06%/yr for JNJ. At a 0.21 correlation, their price movements are largely independent.
Performance
PHM vs. JNJ - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PHM achieves a 0.60% return, which is significantly lower than JNJ's 13.43% return. Over the past 10 years, PHM has outperformed JNJ with an annualized return of 21.24%, while JNJ has yielded a comparatively lower 10.06% annualized return.
PHM
- 1D
- -0.58%
- 1M
- 0.14%
- YTD
- 0.60%
- 6M
- -5.35%
- 1Y
- 18.38%
- 3Y*
- 18.72%
- 5Y*
- 17.21%
- 10Y*
- 21.24%
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%
PHM vs. JNJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PHM PulteGroup, Inc. | 0.60% | 8.54% | 6.22% | 128.76% | -19.22% | 34.03% | 12.55% | 51.33% | -20.76% | 83.43% |
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 PHM and JNJ is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 1985 | 0.21 |
Fundamentals
PHM:
$22.82B
JNJ:
$567.68B
PHM:
$10.36
JNJ:
$8.65
PHM:
11.36
JNJ:
26.85
PHM:
0.80
JNJ:
0.89
PHM:
1.38
JNJ:
5.86
PHM:
1.76
JNJ:
6.99
PHM:
$16.83B
JNJ:
$96.36B
PHM:
$4.39B
JNJ:
$66.60B
PHM:
$2.76B
JNJ:
$31.62B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PHM vs. JNJ — Risk / Return Rank
PHM
JNJ
PHM vs. JNJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PulteGroup, Inc. (PHM) 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.
| PHM | JNJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.65 | ||
| Sortino ratioReturn per unit of downside risk | -3.55 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.57 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 4.91 | -4.09 |
| Martin ratioReturn relative to average drawdown | 1.60 | 14.52 | -12.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| PHM | JNJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 3.19 | -2.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.60 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.55 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.54 | -0.28 |
Drawdowns
PHM vs. JNJ - Drawdown Comparison
The maximum PHM drawdown since its inception was -92.40%, which is greater than JNJ's maximum drawdown of -50.67%. Use the drawdown chart below to compare losses from any high point for PHM and JNJ.
Loading charts...
Drawdown Indicators
| PHM | JNJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.40% | -50.67% | -41.73% |
Max Drawdown (1Y)Largest decline over 1 year | -22.60% | -10.96% | -11.64% |
Max Drawdown (3Y)Largest decline over 3 years | -38.01% | -15.95% | -22.06% |
Max Drawdown (5Y)Largest decline over 5 years | -38.01% | -18.41% | -19.60% |
Max Drawdown (10Y)Largest decline over 10 years | -62.11% | -27.37% | -34.74% |
Current DrawdownCurrent decline from peak | -20.07% | -6.06% | -14.01% |
Average DrawdownAverage peak-to-trough decline | -35.48% | -11.88% | -23.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.48% | 3.70% | +7.78% |
Volatility
PHM vs. JNJ - Volatility Comparison
PulteGroup, Inc. (PHM) has a higher volatility of 7.00% compared to Johnson & Johnson (JNJ) at 5.80%. This indicates that PHM'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.
Loading charts...
Volatility by Period
| PHM | JNJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.00% | 5.80% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 22.92% | 12.41% | +10.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.87% | 16.87% | +17.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.63% | 16.87% | +17.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.44% | 18.47% | +17.97% |
Dividends
PHM vs. JNJ - Dividend Comparison
PHM's dividend yield for the trailing twelve months is around 0.82%, less 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% |
PHM PulteGroup, Inc. | 0.82% | 0.78% | 0.75% | 0.66% | 1.34% | 1.00% | 1.16% | 1.16% | 1.46% | 1.08% | 1.96% | 1.85% |
Financials
PHM vs. JNJ - Financials Comparison
This section allows you to compare key financial metrics between PulteGroup, Inc. 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
PHM vs. JNJ - Profitability Comparison
PHM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported a gross profit of 822.11M and revenue of 3.41B. Therefore, the gross margin over that period was 24.1%.
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%.
PHM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported an operating income of 441.77M and revenue of 3.41B, resulting in an operating margin of 13.0%.
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%.
PHM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PulteGroup, Inc. reported a net income of 347.00M and revenue of 3.41B, resulting in a net margin of 10.2%.
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
PHM and JNJ have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PHM has higher volatility (7.00%) compared to JNJ (5.80%). In terms of maximum drawdown, PHM dropped -92.40% vs JNJ's -50.67%.
JNJ currently has the higher Sharpe Ratio (3.19 vs 0.55), 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.
Find the right allocation for PHM and JNJ
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer