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Correlation Analysis

Costco Wholesale Corp vs The Travelers Companies, Inc.

COST vs TRV

+0.931

Very 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

TRV logo

The Travelers Companies, Inc.

TRV

Travelers offers a broad product range and participates in both commercial and personal insurance lines. Its commercial operations offer a variety of coverage types for companies of any size but concentrate on serving midsize businesses. Its personal lines are roughly evenly split between auto and homeowners insurance.

Market cap 63.9B · 34,000 employees

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

Time Series

Relative Performance

Green: COSTGray: TRV36 of 1,254 points (sampled)

Who Moves First

COST leads TRV by 6 days

COST tends to move before TRV.

After testing 13 timing shifts, the strongest relationship was +0.932 (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

+0.223

15 periods · Return correlation when both series rose

Both Falling

-0.590

5 periods · Return correlation when both series fell

Diverging

-0.865

15 periods · Return correlation when series moved apart

R-Squared

86.7%

Share of variance in one series explained by the other.

Trend Agreement

59.2%

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: [0.923, 0.938]

Scatter

XY Regression

3064006008001,0001,134135.8140160180200220240260280300309.4Costco Wholesale CorpThe Travelers Companies, Inc.Data pointsFit (r = 0.931)

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

TRV logo

The Travelers Companies, Inc.

TRV

Market cap 63.9B · 34,000 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

0.2014

Linear regression slope.

Intercept

68.2263

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 7 hours ago · ID: stock-cost-vs-stock-trv-daily