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Correlation Analysis

Broadcom Inc. Common Stock vs Microsoft Corp

AVGO vs MSFT

+0.872

Very strong positive

When one moves up, the other tends to follow.

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

MSFT logo

Microsoft Corp

MSFT

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

Market cap 2.8T

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

Who Moves First

MSFT leads AVGO by 6 days

MSFT tends to move before AVGO.

Best correlation after shifting: +0.882 (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

+0.729

21 periods · Return correlation when both series rose

Both Falling

+0.396

11 periods · Return correlation when both series fell

Diverging

N/A

3 periods · Return correlation when series moved apart

R-Squared

76.0%

Share of variance in one series explained by the other.

Trend Agreement

72.7%

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: [0.858, 0.884]

Time Series

Rebased to 100

Green: AVGOGray: MSFT36 of 1,254 points (sampled)

Scatter

XY Regression

20100200300400403208.6250300350400450500549.3Broadcom Inc. Common StockMicrosoft CorpData pointsFit (r = 0.872)

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

MSFT logo

Microsoft Corp

MSFT

Market cap 2.8T

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

40

Estimated crossover points between normalized spreads.

Slope

0.7333

Linear regression slope.

Intercept

258.1433

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 3 hours ago · ID: stock-avgo-vs-stock-msft-daily-20260408-ujqd2h