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Correlation Analysis

Johnson & Johnson vs LPL Financial Holdings Inc.

JNJ vs LPLA

+0.191

Weak 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

LPLA logo

LPL Financial Holdings Inc.

LPLA

LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in the provision of turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.

Market cap 23.6B · 10,000 employees

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

Time Series

Relative Performance

Green: JNJGray: LPLA36 of 1,254 points (sampled)

Who Moves First

LPLA leads JNJ by 6 days

LPLA tends to move before JNJ.

After testing 13 timing shifts, the strongest relationship was +0.212 (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

+0.024

7 periods · Return correlation when both series rose

Both Falling

N/A

4 periods · Return correlation when both series fell

Diverging

-0.585

24 periods · Return correlation when series moved apart

R-Squared

3.7%

Share of variance in one series explained by the other.

Trend Agreement

52.0%

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: [0.137, 0.244]

Scatter

XY Regression

135.5140160180200220240252.6117.1150200250300350400400.8Johnson & JohnsonLPL Financial Holdings Inc.Data pointsFit (r = 0.191)

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

LPLA logo

LPL Financial Holdings Inc.

LPLA

Market cap 23.6B · 10,000 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

0.7081

Linear regression slope.

Intercept

128.2401

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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