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Correlation Analysis

BERKSHIRE HATHAWAY Class B vs PepsiCo, Inc.

BRK.B vs PEP

-0.477

Moderate inverse

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

BRK.B logo

BERKSHIRE HATHAWAY Class B

BRK.B

Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm's core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group, and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from its operations to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the companies that make up its manufacturing, service, and retailing operations (which include Precision Castparts, Lubrizol, Clayton Homes, Marmon, and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis. Berkshire is expected to generate close to $375 billion in revenue in 2025.

Market cap 1T

PEP logo

PepsiCo, Inc.

PEP

PepsiCo is a global leader in snacks and beverages, owning well-known household brands including Pepsi, Mountain Dew, Gatorade, Lay's, Cheetos, and Doritos, among others. The company dominates the global savory snacks market and also ranks as the second-largest beverage provider in the world (behind Coca-Cola) with diversified exposure to carbonated soft drinks, or CSD, as well as water, sports, and energy drink offerings. Convenience foods account for approximately 58% of its total revenue, with beverages making up the rest. Pepsi owns the bulk of its manufacturing and distribution capacity in the US, but uses bottlers overseas for beverages. International markets made up 41% of total sales and 46% of operating profits before corporate expenses in 2025.

Market cap 214.2B

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

Time Series

Relative Performance

Green: BRK.BGray: PEP36 of 1,254 points (sampled)

Who Moves First

BRK.B leads PEP by 6 days

BRK.B tends to move before PEP.

After testing 13 timing shifts, the strongest relationship was -0.505 (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

-0.393

15 periods · Return correlation when both series rose

Both Falling

-0.466

6 periods · Return correlation when both series fell

Diverging

-0.720

14 periods · Return correlation when series moved apart

R-Squared

22.8%

Share of variance in one series explained by the other.

Trend Agreement

63.5%

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: [-0.519, -0.433]

Scatter

XY Regression

247250300350400450500522.1126130140150160170180190194BERKSHIRE HATHAWAY Class BPepsiCo, Inc.Data pointsFit (r = -0.477)

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

BRK.B logo

BERKSHIRE HATHAWAY Class B

BRK.B

Market cap 1T

Stock · 1,254 raw → 1,254 prepared

Series B

PEP logo

PepsiCo, Inc.

PEP

Market cap 214.2B

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

-0.0823

Linear regression slope.

Intercept

194.5430

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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