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Correlation Analysis

Broadcom Inc. Common Stock vs Ulta Beauty, Inc. Common Stock

AVGO vs ULTA

+0.575

Moderate 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

ULTA logo

Ulta Beauty, Inc. Common Stock

ULTA

Ulta Beauty is the largest specialized beauty retailer in the US with more than 1,500 freestanding stores. The firm offers cosmetics (38% of 2025 sales), fragrances (13%), skin care (24%), and hair care products (19%). It also has salon services, including hair, makeup, skin, and brow, that account for 4% of its revenue and drive customer traffic. Outside of the US, Ulta operates premium beauty retailer Space NK (86 stores at year-end 2025 in the UK and Ireland) and has franchised stores in Mexico, and a joint venture in the Middle East. In addition, Ulta collects royalties through its Target partnership (ending in summer 2026) and credit card revenue. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.

Market cap 23.7B · 65,000 employees

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

Time Series

Rebased to 100

Green: AVGOGray: ULTA36 of 1,254 points (sampled)

Who Moves First

in sync

AVGO and ULTA tend to move at the same time.

Best correlation after shifting: +0.575 (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

+0.192

15 periods · Return correlation when both series rose

Both Falling

-0.708

7 periods · Return correlation when both series fell

Diverging

-0.562

13 periods · Return correlation when series moved apart

R-Squared

33.1%

Share of variance in one series explained by the other.

Trend Agreement

59.6%

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: [0.537, 0.611]

Scatter

XY Regression

20100200300400403295300400500600695Broadcom Inc. Common StockUlta Beauty, Inc. Common StockData pointsFit (r = 0.575)

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

ULTA logo

Ulta Beauty, Inc. Common Stock

ULTA

Market cap 23.7B · 65,000 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

24

Estimated crossover points between normalized spreads.

Slope

0.4599

Linear regression slope.

Intercept

373.9559

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 3 hours ago · ID: stock-avgo-vs-stock-ulta-daily-20260408-d0vvz8