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Correlation Analysis

Cummins Inc. vs Exxon Mobil Corporation

CMI vs XOM

+0.626

Moderate positive

When one moves up, the other tends to follow.

CMI logo

Cummins Inc.

CMI

Cummins is a leading manufacturer of diesel and other engines used in heavy- and medium-duty commercial trucks, off-highway equipment, and locomotives, in addition to prime power and standby generators. The company also sells powertrain components, which include filtration products, transmissions, turbochargers, aftertreatment systems, and fuel systems. Sales are approximately 60% US and Canada and 40% rest of the world. Much of Cummins' foreign sales (China, India, and so forth) are through joint ventures. The company operates 650 distributors and over 19,000 dealer locations across 190 countries. Cummins' business model is unique as it competes with many of its heavy-duty truck manufacturer customers, which also make their own engines.

Market cap 76.3B · 67,400 employees

XOM logo

Exxon Mobil Corporation

XOM

ExxonMobil is an integrated oil and gas company that explores for, produces, and refines oil worldwide. In 2025, it produced 3.3 million barrels of liquids and 8.4 billion cubic feet of natural gas per day. At the end of 2024, reserves were 19.9 billion barrels of oil equivalent, 69% of which were liquids. The company is one of the world's largest refiners, with a total global refining capacity of 4.3 million barrels of oil per day, and is one of the world's largest manufacturers of commodity and specialty chemicals.

Market cap 680.7B

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

Time Series

Relative Performance

Green: CMIGray: XOM36 of 1,254 points (sampled)

Who Moves First

CMI leads XOM by 6 days

CMI tends to move before XOM.

After testing 13 timing shifts, the strongest relationship was +0.626 (they moved in the same direction).

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

+0.322

17 periods · Return correlation when both series rose

Both Falling

-0.174

10 periods · Return correlation when both series fell

Diverging

-0.692

8 periods · Return correlation when series moved apart

R-Squared

39.2%

Share of variance in one series explained by the other.

Trend Agreement

61.9%

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: [0.591, 0.658]

Scatter

XY Regression

16720030040050060062045.26080100120140160172.7Cummins Inc.Exxon Mobil CorporationData pointsFit (r = 0.626)

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

CMI logo

Cummins Inc.

CMI

Market cap 76.3B · 67,400 employees

Stock · 1,254 raw → 1,254 prepared

Series B

XOM logo

Exxon Mobil Corporation

XOM

Market cap 680.7B

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

14

Estimated crossover points between normalized spreads.

Slope

0.1485

Linear regression slope.

Intercept

58.3456

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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