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Correlation Analysis

Bristol-Myers Squibb Co. vs Eli Lilly & Co.

BMY vs LLY

-0.734

Strong inverse

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

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

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 pointsStockStockHealthcareHealthcare

Time Series

Relative Performance

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

Who Moves First

BMY leads LLY by 6 days

BMY tends to move before LLY.

After testing 13 timing shifts, the strongest relationship was -0.747 (they moved in opposite directions).

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

+0.684

10 periods · Return correlation when both series rose

Both Falling

-0.406

6 periods · Return correlation when both series fell

Diverging

-0.377

19 periods · Return correlation when series moved apart

R-Squared

53.8%

Share of variance in one series explained by the other.

Trend Agreement

60.5%

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: [-0.758, -0.707]

Scatter

XY Regression

37.5405060708080.61142004006008001,0001,142Bristol-Myers Squibb Co.Eli Lilly & Co.Data pointsFit (r = -0.734)

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

BMY logo

Bristol-Myers Squibb Co.

BMY

Market cap 121.1B · 32,500 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

7

Estimated crossover points between normalized spreads.

Slope

-19.5516

Linear regression slope.

Intercept

1733.1961

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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