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

Performance

UVV vs. JNJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Universal Corporation (UVV) 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, UVV achieves a 3.14% return, which is significantly lower than JNJ's 13.43% return. Over the past 10 years, UVV has underperformed JNJ with an annualized return of 5.09%, while JNJ has yielded a comparatively higher 10.06% annualized return.


UVV

1D
-1.88%
1M
-1.77%
YTD
3.14%
6M
4.14%
1Y
-7.53%
3Y*
7.54%
5Y*
4.61%
10Y*
5.09%

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)

UVV vs. JNJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UVV
Universal Corporation
3.14%2.27%-13.39%35.79%1.82%19.59%-8.96%11.08%7.79%-14.79%
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 UVV and JNJ is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.18

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

0.26

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

0.26

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

0.23

Correlation (All Time)
Calculated using the full available price history since Jan 6, 1988

0.20

Fundamentals

EPS

UVV:

$1.73

JNJ:

$8.65

PE Ratio

UVV:

30.51

JNJ:

26.85

PS Ratio

UVV:

0.45

JNJ:

5.86

Total Revenue (TTM)

UVV:

$2.21B

JNJ:

$96.36B

Gross Profit (TTM)

UVV:

$412.39M

JNJ:

$66.60B

EBITDA (TTM)

UVV:

$212.91M

JNJ:

$31.62B

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Return for Risk

UVV vs. JNJ — Risk / Return Rank

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

UVV
UVV Risk / Return Rank: 2626
Overall Rank
UVV Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
UVV Sortino Ratio Rank: 2525
Sortino Ratio Rank
UVV Omega Ratio Rank: 2525
Omega Ratio Rank
UVV Calmar Ratio Rank: 2525
Calmar Ratio Rank
UVV Martin Ratio Rank: 2626
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.

UVV vs. JNJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) 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.


UVVJNJDifference
Sharpe ratioReturn per unit of total volatility

-3.51

Sortino ratioReturn per unit of downside risk

-4.91

Omega ratioGain probability vs. loss probability

0.96

1.57

-0.61

Calmar ratioReturn relative to maximum drawdown

-0.50

4.91

-5.40

Martin ratioReturn relative to average drawdown

-0.83

14.52

-15.35

UVV vs. JNJ - Sharpe Ratio Comparison

The current UVV Sharpe Ratio is -0.32, which is lower than the JNJ Sharpe Ratio of 3.19. The chart below compares the historical Sharpe Ratios of UVV 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


UVVJNJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.32

3.19

-3.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.60

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

0.55

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.54

-0.26

Drawdowns

UVV vs. JNJ - Drawdown Comparison

The maximum UVV drawdown since its inception was -69.75%, which is greater than JNJ's maximum drawdown of -50.67%. Use the drawdown chart below to compare losses from any high point for UVV and JNJ.


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Drawdown Indicators


UVVJNJDifference

Max Drawdown

Largest peak-to-trough decline

-69.75%

-50.67%

-19.08%

Max Drawdown (1Y)

Largest decline over 1 year

-15.23%

-10.96%

-4.27%

Max Drawdown (3Y)

Largest decline over 3 years

-29.70%

-15.95%

-13.75%

Max Drawdown (5Y)

Largest decline over 5 years

-29.70%

-18.41%

-11.29%

Max Drawdown (10Y)

Largest decline over 10 years

-45.68%

-27.37%

-18.31%

Current Drawdown

Current decline from peak

-14.30%

-6.06%

-8.24%

Average Drawdown

Average peak-to-trough decline

-18.59%

-11.88%

-6.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.04%

3.70%

+5.34%

Volatility

UVV vs. JNJ - Volatility Comparison

Universal Corporation (UVV) has a higher volatility of 10.11% compared to Johnson & Johnson (JNJ) at 5.80%. This indicates that UVV'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


UVVJNJDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.11%

5.80%

+4.31%

Volatility (6M)

Calculated over the trailing 6-month period

18.46%

12.41%

+6.05%

Volatility (1Y)

Calculated over the trailing 1-year period

23.77%

16.87%

+6.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.57%

16.87%

+7.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.94%

18.47%

+10.47%

Dividends

UVV vs. JNJ - Dividend Comparison

UVV's dividend yield for the trailing twelve months is around 6.22%, 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%
UVV
Universal Corporation
6.22%6.18%5.87%4.72%5.95%5.64%6.30%5.29%4.80%4.11%3.33%3.71%

Financials

UVV vs. JNJ - Financials Comparison

This section allows you to compare key financial metrics between Universal Corporation 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


0.005.00B10.00B15.00B20.00B25.00B202220232024202520260
24.06B
(UVV) Total Revenue
(JNJ) Total Revenue
Values in USD except per share items

Frequently Asked Questions


UVV and JNJ have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UVV has higher volatility (10.11%) compared to JNJ (5.80%). In terms of maximum drawdown, UVV dropped -69.75% vs JNJ's -50.67%.

JNJ currently has the higher Sharpe Ratio (3.19 vs -0.32), 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.

Portfolio Optimizer

Find the right allocation for UVV and JNJ

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