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Correlation Analysis

Affirm Holdings, Inc. Class A Common Stock vs Eli Lilly & Co.

AFRM vs LLY

+0.018

Near-zero positive

When one moves up, the other tends to follow.

AFRM logo

Affirm Holdings, Inc. Class A Common Stock

AFRM

Founded in 2012, Affirm is a market leader in the buy-now, pay-later space with around $36 billion in transaction volume in fiscal 2025. Affirm offers both zero-interest financing, which is merchant subsidized, and interest-bearing loans, which function as personal loans that are approved on a per-transaction basis. Over 70% of Affirm's transaction volume comes from its interest-bearing loans, which also comprise the majority of its revenue. Affirm operates in the United States, which accounted for more than 95% of its revenue in 2025, but the firm has also expanded to Canada and the United Kingdom.

Market cap 16.1B · 2,206 employees

LLY logo

Eli Lilly & Co.

LLY

Eli Lilly is a drug firm with a focus on neuroscience, cardiometabolic, cancer, and immunology. Lilly's key products include Verzenio for cancer; Mounjaro, Zepbound, Jardiance, Trulicity, Humalog, and Humulin for cardiometabolic; and Taltz and Olumiant for immunology.

Market cap 828.2B · 50,000 employees

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

Time Series

Relative Performance

Green: AFRMGray: LLY36 of 1,254 points (sampled)

Who Moves First

LLY leads AFRM by 6 days

LLY tends to move before AFRM.

After testing 13 timing shifts, the strongest relationship was +0.024 (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

-0.377

12 periods · Return correlation when both series rose

Both Falling

+0.180

6 periods · Return correlation when both series fell

Diverging

-0.406

17 periods · Return correlation when series moved apart

R-Squared

0.0%

Share of variance in one series explained by the other.

Trend Agreement

53.4%

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: [-0.037, 0.074]

Scatter

XY Regression

-1.9020406080100120140160164.11142004006008001,0001,142Affirm Holdings, Inc. Class A Common StockEli Lilly & Co.Data pointsFit (r = 0.018)

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

AFRM logo

Affirm Holdings, Inc. Class A Common Stock

AFRM

Market cap 16.1B · 2,206 employees

Stock · 1,254 raw → 1,254 prepared

Series B

LLY logo

Eli Lilly & Co.

LLY

Market cap 828.2B · 50,000 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

5

Estimated crossover points between normalized spreads.

Slope

0.1629

Linear regression slope.

Intercept

561.6084

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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