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Correlation Analysis

Johnson & Johnson vs Mondelez International, Inc. Class A

JNJ vs MDLZ

-0.466

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

MDLZ logo

Mondelez International, Inc. Class A

MDLZ

Mondelez has operated independently since its split from the former Kraft Foods North American grocery business in October 2012. The firm is a leading player in the global snack enclave with a presence in the biscuit (48% of sales as of the end of fiscal 2025), chocolate (33%), gum/candy (10%), beverage (3%), and cheese and grocery (6%) aisles. Mondelez's portfolio includes well-known brands like Oreo, Chips Ahoy, Halls, and Cadbury. The firm derives around one-third of its revenue from developing markets, around 40% from Europe, and more than one-fourth from North America.

Market cap 74.9B · 91,000 employees

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

Time Series

Relative Performance

Green: JNJGray: MDLZ36 of 1,254 points (sampled)

Who Moves First

MDLZ leads JNJ by 6 days

MDLZ tends to move before JNJ.

After testing 13 timing shifts, the strongest relationship was -0.486 (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

+0.390

12 periods · Return correlation when both series rose

Both Falling

+0.406

12 periods · Return correlation when both series fell

Diverging

-0.805

11 periods · Return correlation when series moved apart

R-Squared

21.8%

Share of variance in one series explained by the other.

Trend Agreement

64.2%

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: [-0.509, -0.422]

Scatter

XY Regression

135.5140160180200220240252.652.8556065707577.41Johnson & JohnsonMondelez International, Inc. Class AData pointsFit (r = -0.466)

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

MDLZ logo

Mondelez International, Inc. Class A

MDLZ

Market cap 74.9B · 91,000 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

33

Estimated crossover points between normalized spreads.

Slope

-0.1260

Linear regression slope.

Intercept

86.5258

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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