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SCL vs. JNJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SCL vs. JNJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Stepan Company (SCL) and Johnson & Johnson (JNJ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCL achieves a 10.27% return, which is significantly lower than JNJ's 13.43% return. Over the past 10 years, SCL has underperformed JNJ with an annualized return of -0.19%, while JNJ has yielded a comparatively higher 10.06% annualized return.


SCL

1D
0.29%
1M
-2.10%
YTD
10.27%
6M
17.06%
1Y
-3.04%
3Y*
-17.43%
5Y*
-15.44%
10Y*
-0.19%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCL vs. JNJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCL
Stepan Company
10.27%-24.60%-30.29%-9.74%-12.91%5.24%17.75%39.96%-5.21%-2.06%
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 SCL and JNJ is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.18

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Mar 18, 1992

0.19

The correlation between SCL and JNJ shifts across timeframes, from 0.10 (1 year) to 0.24 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SCL:

$1.18B

JNJ:

$567.68B

EPS

SCL:

-$0.62

JNJ:

$8.65

PS Ratio

SCL:

0.50

JNJ:

5.86

PB Ratio

SCL:

0.99

JNJ:

6.99

Total Revenue (TTM)

SCL:

$2.34B

JNJ:

$96.36B

Gross Profit (TTM)

SCL:

$259.28M

JNJ:

$66.60B

EBITDA (TTM)

SCL:

$96.49M

JNJ:

$31.62B

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Return for Risk

SCL vs. JNJ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCL
SCL Risk / Return Rank: 3737
Overall Rank
SCL Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SCL Sortino Ratio Rank: 3434
Sortino Ratio Rank
SCL Omega Ratio Rank: 3535
Omega Ratio Rank
SCL Calmar Ratio Rank: 3939
Calmar Ratio Rank
SCL Martin Ratio Rank: 3939
Martin Ratio Rank

JNJ
JNJ Risk / Return Rank: 9595
Overall Rank
JNJ Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
JNJ Sortino Ratio Rank: 9797
Sortino Ratio Rank
JNJ Omega Ratio Rank: 9595
Omega Ratio Rank
JNJ Calmar Ratio Rank: 9292
Calmar Ratio Rank
JNJ Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCL vs. JNJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Stepan Company (SCL) 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.


SCLJNJDifference
Sharpe ratioReturn per unit of total volatility

-3.28

Sortino ratioReturn per unit of downside risk

-4.51

Omega ratioGain probability vs. loss probability

1.02

1.57

-0.55

Calmar ratioReturn relative to maximum drawdown

-0.09

4.91

-5.00

Martin ratioReturn relative to average drawdown

-0.16

14.52

-14.67

SCL vs. JNJ - Sharpe Ratio Comparison

The current SCL Sharpe Ratio is -0.08, which is lower than the JNJ Sharpe Ratio of 3.19. The chart below compares the historical Sharpe Ratios of SCL and JNJ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SCLJNJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.08

3.19

-3.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.51

0.60

-1.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.01

0.55

-0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.54

-0.29

Drawdowns

SCL vs. JNJ - Drawdown Comparison

The maximum SCL drawdown since its inception was -66.78%, which is greater than JNJ's maximum drawdown of -50.67%. Use the drawdown chart below to compare losses from any high point for SCL and JNJ.


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Drawdown Indicators


SCLJNJDifference

Max Drawdown

Largest peak-to-trough decline

-66.78%

-50.67%

-16.11%

Max Drawdown (1Y)

Largest decline over 1 year

-32.78%

-10.96%

-21.82%

Max Drawdown (3Y)

Largest decline over 3 years

-54.78%

-15.95%

-38.83%

Max Drawdown (5Y)

Largest decline over 5 years

-65.22%

-18.41%

-46.81%

Max Drawdown (10Y)

Largest decline over 10 years

-66.78%

-27.37%

-39.41%

Current Drawdown

Current decline from peak

-58.63%

-6.06%

-52.57%

Average Drawdown

Average peak-to-trough decline

-16.99%

-11.88%

-5.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.37%

3.70%

+15.67%

Volatility

SCL vs. JNJ - Volatility Comparison

Stepan Company (SCL) has a higher volatility of 6.53% compared to Johnson & Johnson (JNJ) at 5.80%. This indicates that SCL'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


SCLJNJDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.53%

5.80%

+0.73%

Volatility (6M)

Calculated over the trailing 6-month period

30.83%

12.41%

+18.42%

Volatility (1Y)

Calculated over the trailing 1-year period

36.41%

16.87%

+19.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.29%

16.87%

+13.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.60%

18.47%

+13.13%

Dividends

SCL vs. JNJ - Dividend Comparison

SCL's dividend yield for the trailing twelve months is around 3.05%, more than JNJ's 2.26% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
SCL
Stepan Company
3.05%3.27%2.33%1.55%1.63%1.01%0.95%1.00%1.25%1.06%0.95%1.47%

Financials

SCL vs. JNJ - Financials Comparison

This section allows you to compare key financial metrics between Stepan 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B25.00B20222023202420252026
604.51M
24.06B
(SCL) Total Revenue
(JNJ) Total Revenue
Values in USD except per share items

SCL vs. JNJ - Profitability Comparison

The chart below illustrates the profitability comparison between Stepan Company and Johnson & Johnson over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
10.7%
71.5%
Portfolio components
SCL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Stepan Company reported a gross profit of 64.85M and revenue of 604.51M. Therefore, the gross margin over that period was 10.7%.

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%.

SCL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Stepan Company reported an operating income of -49.62M and revenue of 604.51M, resulting in an operating margin of -8.2%.

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%.

SCL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Stepan Company reported a net income of -41.41M and revenue of 604.51M, resulting in a net margin of -6.9%.

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


SCL and JNJ have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCL has higher volatility (6.53%) compared to JNJ (5.80%). In terms of maximum drawdown, SCL dropped -66.78% vs JNJ's -50.67%.

JNJ currently has the higher Sharpe Ratio (3.19 vs -0.08), 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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