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Correlation Analysis

Johnson & Johnson vs Paychex Inc

JNJ vs PAYX

-0.442

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

PAYX logo

Paychex Inc

PAYX

Paychex is a technology company providing human capital management solutions, enabling clients to better implement payroll, talent, time, tax, and benefits administration. It has a diverse set of product offerings addressing client needs. Aside from its traditional cloud-based payroll and HCM software offering, which accounts for close to half of total revenue, the company provides outsourcing options. Paychex's administrative service organization and professional employer organization accounts generate over 40% of sales. The balance of revenue is generated through retirement services, insurance solutions, and other products. In fiscal 2025, the company had 800,000 clients and almost 2.5 million worksite employees across its ASO and PEO.

Market cap 32.9B · 19,000 employees

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

Time Series

Relative Performance

Green: JNJGray: PAYX36 of 1,254 points (sampled)

Who Moves First

JNJ leads PAYX by 6 days

JNJ tends to move before PAYX.

After testing 13 timing shifts, the strongest relationship was -0.464 (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

+0.444

9 periods · Return correlation when both series rose

Both Falling

-0.290

11 periods · Return correlation when both series fell

Diverging

-0.770

15 periods · Return correlation when series moved apart

R-Squared

19.6%

Share of variance in one series explained by the other.

Trend Agreement

61.3%

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: [-0.486, -0.397]

Scatter

XY Regression

135.5140160180200220240252.686.4100120140160162.2Johnson & JohnsonPaychex IncData pointsFit (r = -0.442)

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

PAYX logo

Paychex Inc

PAYX

Market cap 32.9B · 19,000 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

46

Estimated crossover points between normalized spreads.

Slope

-0.3218

Linear regression slope.

Intercept

176.8595

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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