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Correlation Analysis

Broadcom Inc. Common Stock vs Bristol-Myers Squibb Co.

AVGO vs BMY

-0.640

Moderate inverse

When one moves up, the other tends to move down.

AVGO logo

Broadcom Inc. Common Stock

AVGO

Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing and networking, with custom AI accelerators now accounting for the bulk of the business. It is primarily a fabless designer, but holds some manufacturing in-house, such as for its best-of-breed film bulk acoustic resonator filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments. Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as VMware, Brocade, CA Technologies, and Symantec in software.

Market cap 1.5T

BMY logo

Bristol-Myers Squibb Co.

BMY

Bristol Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Bristol derives close to 70% of total sales from the US, showing a higher dependence on the US market than most of its peer group.

Market cap 121.1B · 32,500 employees

Apr 9, 2021 — Apr 7, 2026Daily1,254 observationsStockStockTechnologyHealthcare

Time Series

Rebased to 100

Green: AVGOGray: BMY36 of 1,254 points (sampled)

Who Moves First

BMY leads AVGO by 6 days

BMY tends to move before AVGO.

Best correlation after shifting: -0.656 (13 shifts scanned)

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

-0.528

8 periods · Return correlation when both series rose

Both Falling

N/A

4 periods · Return correlation when both series fell

Diverging

-0.588

23 periods · Return correlation when series moved apart

R-Squared

41.0%

Share of variance in one series explained by the other.

Trend Agreement

50.8%

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: [-0.672, -0.606]

Scatter

XY Regression

2010020030040040337.5405060708080.6Broadcom Inc. Common StockBristol-Myers Squibb Co.Data pointsFit (r = -0.64)

Pipeline

Data quality details

Pipeline Summary

1,254 paired observations 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

AVGO logo

Broadcom Inc. Common Stock

AVGO

Market cap 1.5T

Stock · 1,254 raw → 1,254 prepared

Series B

BMY logo

Bristol-Myers Squibb Co.

BMY

Market cap 121.1B · 32,500 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

9

Estimated crossover points between normalized spreads.

Slope

-0.0652

Linear regression slope.

Intercept

68.4214

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 3 hours ago · ID: stock-avgo-vs-stock-bmy-daily-20260408-8ot25b