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Correlation Analysis

Johnson & Johnson vs Lowe's Companies Inc.

JNJ vs LOW

+0.223

Light positive

When one moves up, the other tends to follow.

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

LOW logo

Lowe's Companies Inc.

LOW

Lowe's is the second-largest home improvement retailer globally, with more than 1,750 stores in the US, after the 2023 divestiture of its Canadian locations. The firm's stores offer products and services for home decorating, maintenance, repair, and remodeling, with maintenance and repair accounting for two-thirds of products sold. Lowe's primarily targets retail do-it-yourself (around 70% of sales) and do-it-for-me customers, but has expanded its professional business clients to 30% from less than 20% in the past seven years (set to expand further with the acquisition of FBM). We estimate Lowe's captures a high-single-digit share of the domestic home improvement market, based on US Census data and management's market size estimates.

Market cap 131.7B · 276,000 employees

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStockHealthcareConsumer

Time Series

Relative Performance

Green: JNJGray: LOW36 of 1,254 points (sampled)

Who Moves First

LOW leads JNJ by 6 days

LOW tends to move before JNJ.

After testing 13 timing shifts, the strongest relationship was +0.233 (they moved in the same direction).

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

+0.483

12 periods · Return correlation when both series rose

Both Falling

+0.174

8 periods · Return correlation when both series fell

Diverging

-0.801

15 periods · Return correlation when series moved apart

R-Squared

5.0%

Share of variance in one series explained by the other.

Trend Agreement

59.8%

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

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

p < 0.001

95% CI: [0.170, 0.275]

Scatter

XY Regression

135.5140160180200220240252.6179.9180200220240260280293.4Johnson & JohnsonLowe's Companies Inc.Data pointsFit (r = 0.223)

Pipeline

Data quality details

Pipeline Summary

1,254 paired data points survived the daily window.

Raw input

1,254

1,254

Normalized

1,254

1,254

Prepared

1,254

1,254

Aligned

1,254

1,254

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

0

A: 0 / B: 0

Series A

JNJ logo

Johnson & Johnson

JNJ

Market cap 580.4B

Stock · 1,254 raw → 1,254 prepared

Series B

LOW logo

Lowe's Companies Inc.

LOW

Market cap 131.7B · 276,000 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

38

Estimated crossover points between normalized spreads.

Slope

0.2860

Linear regression slope.

Intercept

175.5364

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 4 hours ago · ID: stock-jnj-vs-stock-low-daily