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Correlation Analysis

Johnson & Johnson vs Kenvue Inc.

JNJ vs KVUE

-0.479

Moderate inverse

When one moves up, the other tends to move down.

JNJ logo

Johnson & Johnson

JNJ

Johnson & Johnson is the world's largest and most diverse healthcare firm. It has two divisions: innovative medicine and medtech. These now represent all of the company's sales following the divestment of the consumer business, Kenvue, in 2023. After restructurings in 2023-24, the drug division focuses on three main therapeutic areas: immunology, oncology, and neurology. Geographically, just over half of total revenue is generated in the United States.

Market cap 580.4B

KVUE logo

Kenvue Inc.

KVUE

Kenvue is the world's largest pure-play consumer health company by sales, generating over $15 billion in annual revenue. Formerly known as Johnson & Johnson's consumer segment, Kenvue spun off and went public in May 2023. It operates in a variety of categories within consumer health, such as cough, cold and allergy care, pain management, face and body care, and oral care, as well as women's health. Its portfolio has some of the most well-known brands in the space, including Tylenol, Listerine, Johnson's, Aveeno, and Neutrogena. Kenvue announced November 2025 that it signed a deal to be fully acquired by Kimberly-Clark with the deal expected to close during the second half of 2026.

Market cap 33.2B · 22,000 employees

May 4, 2023 — Apr 7, 2026Daily733 data pointsStockStockHealthcare

Time Series

Relative Performance

Green: JNJGray: KVUE36 of 733 points (sampled)

Who Moves First

KVUE leads JNJ by 6 days

KVUE tends to move before JNJ.

After testing 13 timing shifts, the strongest relationship was -0.493 (they moved in opposite directions).

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

-0.040

10 periods · Return correlation when both series rose

Both Falling

+0.217

14 periods · Return correlation when both series fell

Diverging

-0.654

11 periods · Return correlation when series moved apart

R-Squared

23.0%

Share of variance in one series explained by the other.

Trend Agreement

62.0%

How often both series moved in the same direction period-to-period.

Overlap Quality

733

Robust shared window — 733 usable pairs.

Significance

p < 0.001

95% CI: [-0.533, -0.422]

Scatter

XY Regression

136.3140160180200220240248.114.7916182022242627.8Johnson & JohnsonKenvue Inc.Data pointsFit (r = -0.479)

Pipeline

Data quality details

Pipeline Summary

733 paired data points survived the daily window.

Raw input

1,254

733

Normalized

1,254

733

Prepared

1,254

733

Aligned

733

733

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

521

A: 521 / B: 0

Series A

JNJ logo

Johnson & Johnson

JNJ

Market cap 580.4B

Stock · 1,254 raw → 1,254 prepared

Series B

KVUE logo

Kenvue Inc.

KVUE

Market cap 33.2B · 22,000 employees

Stock · 733 raw → 733 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

5

Estimated crossover points between normalized spreads.

Slope

-0.0513

Linear regression slope.

Intercept

29.4270

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 7 hours ago · ID: stock-jnj-vs-stock-kvue-daily