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Correlation Analysis

CDW Corporation vs Costco Wholesale Corp

CDW vs COST

-0.127

Weak inverse

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

CDW logo

CDW Corporation

CDW

CDW Corp is a multi-brand provider of information technology (IT) solutions to businesses, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. The company's offerings range from hardware and software products to integrated IT solutions and services, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. Its reportable segments are Corporate, Small Business, Public, and Other. The Corporate and Small Business segments serve US private sector business customers, while the Public segment consists of government agencies and education and healthcare institutions in the US. The Corporate segment generates the majority of its revenue in the United States.

Market cap 15.9B · 14,800 employees

COST logo

Costco Wholesale Corp

COST

Founded in 1983, Costco Wholesale now operates a global chain of membership-based warehouse clubs, delivering high-quality goods and services at consistently low prices. As of its most recent fiscal year, Costco operated approximately 910 warehouses, serving more than 80 million members across its three geographic segments: Costco US (approximately 73% of total revenue), Costco Canada (13%), and Costco International (14%).Costco's core value proposition—quality products at unbeatable prices—has yielded consistently strong member renewal rates (93% in the US and Canada and nearly 90% internationally). About 55% of Costco's fiscal 2025 revenue came from its grocery offerings, and another 25% from general merchandise.

Market cap 451.9B

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

Time Series

Relative Performance

Green: CDWGray: COST36 of 1,254 points (sampled)

Who Moves First

COST leads CDW by 6 days

COST tends to move before CDW.

After testing 13 timing shifts, the strongest relationship was -0.139 (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

+0.213

14 periods · Return correlation when both series rose

Both Falling

+0.473

9 periods · Return correlation when both series fell

Diverging

-0.652

12 periods · Return correlation when series moved apart

R-Squared

1.6%

Share of variance in one series explained by the other.

Trend Agreement

63.9%

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: [-0.181, -0.072]

Scatter

XY Regression

113.2120140160180200220240260265.73064006008001,0001,134CDW CorporationCostco Wholesale CorpData pointsFit (r = -0.127)

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

CDW logo

CDW Corporation

CDW

Market cap 15.9B · 14,800 employees

Stock · 1,254 raw → 1,254 prepared

Series B

COST logo

Costco Wholesale Corp

COST

Market cap 451.9B

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

3

Estimated crossover points between normalized spreads.

Slope

-0.9619

Linear regression slope.

Intercept

860.6790

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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