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Correlation Analysis

Johnson & Johnson vs S&P Global Inc.

JNJ vs SPGI

+0.047

Near-zero 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

SPGI logo

S&P Global Inc.

SPGI

S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P's other segments include energy (formerly commodity insights, this segment includes Platts and other data), mobility (Carfax), and indexes. S&P plans to spin off mobility in 2026.

Market cap 128.5B · 44,500 employees

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

Time Series

Relative Performance

Green: JNJGray: SPGI36 of 1,254 points (sampled)

Who Moves First

SPGI leads JNJ by 6 days

SPGI tends to move before JNJ.

After testing 13 timing shifts, the strongest relationship was +0.078 (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

+0.132

13 periods · Return correlation when both series rose

Both Falling

-0.630

8 periods · Return correlation when both series fell

Diverging

-0.881

14 periods · Return correlation when series moved apart

R-Squared

0.2%

Share of variance in one series explained by the other.

Trend Agreement

59.4%

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

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

n.s.

95% CI: [-0.008, 0.102]

Scatter

XY Regression

135.5140160180200220240252.6303.6350400450500550560Johnson & JohnsonS&P Global Inc.Data pointsFit (r = 0.047)

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

SPGI logo

S&P Global Inc.

SPGI

Market cap 128.5B · 44,500 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

20

Estimated crossover points between normalized spreads.

Slope

0.1580

Linear regression slope.

Intercept

403.7643

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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