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Correlation Analysis

Costco Wholesale Corp vs Simon Property Group, Inc.

COST vs SPG

+0.841

Strong positive

When one moves up, the other tends to follow.

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

SPG logo

Simon Property Group, Inc.

SPG

Simon Property Group is the largest retail real estate investment trust in the United States. Its portfolio includes an interest in 254 properties: 114 traditional malls, 108 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and 12 other retail properties. Simon's portfolio averaged $736 in sales per square foot over the trailing 12 months. The company also owns a 22% interest in Klépierre, a European retail company with investments in shopping centers in 14 countries, and joint-venture interests in 33 premium outlets across 14 countries.

Market cap 61.8B · 3,600 employees

Apr 9, 2021 — Apr 7, 2026Daily1,254 data pointsStockStockConsumerReal Estate

Time Series

Relative Performance

Green: COSTGray: SPG36 of 1,254 points (sampled)

Who Moves First

in sync

COST and SPG tend to move at the same time.

After testing 13 timing shifts, the strongest relationship was +0.841 (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

+0.235

14 periods · Return correlation when both series rose

Both Falling

+0.793

6 periods · Return correlation when both series fell

Diverging

-0.684

15 periods · Return correlation when series moved apart

R-Squared

70.7%

Share of variance in one series explained by the other.

Trend Agreement

60.4%

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: [0.824, 0.857]

Scatter

XY Regression

3064006008001,0001,13495.2100120140160180198.6Costco Wholesale CorpSimon Property Group, Inc.Data pointsFit (r = 0.841)

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

COST logo

Costco Wholesale Corp

COST

Market cap 451.9B

Stock · 1,254 raw → 1,254 prepared

Series B

SPG logo

Simon Property Group, Inc.

SPG

Market cap 61.8B · 3,600 employees

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

0.1094

Linear regression slope.

Intercept

68.0318

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 9 hours ago · ID: stock-cost-vs-stock-spg-daily