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Correlation Analysis

Illinois Tool Works Inc. vs NetFlix Inc

ITW vs NFLX

+0.673

Strong positive

When one moves up, the other tends to follow.

ITW logo

Illinois Tool Works Inc.

ITW

Founded in 1912, Illinois Tool Works has become a diversified industrial manufacturer through acquisitions and innovations that follow customer needs. ITW operates through seven business segments, with no segment representing more than one-fifth of revenue. ITW's automotive OEM segment sells vehicle components; its food equipment segment sells commercial kitchen appliances; its test and measurement and electronics segment sells inspection and analysis equipment; its welding segment sells welding equipment and consumables; its polymers and fluids segment sells industrial and consumer adhesives, solvents, and coatings; its construction products segment sells building fasteners and tools; and its specialty products segment sells medical, packaging, HVAC, and airport ground equipment.

Market cap 74.5B · 43,000 employees

NFLX logo

NetFlix Inc

NFLX

Netflix's relatively simple business model involves only one business, its streaming service. It has the biggest television entertainment subscriber base in both the United States and the collective international market, with more than 300 million subscribers globally. Netflix has exposure to nearly the entire global population outside of China. The firm has traditionally avoided a regular slate of live programming or sports content, instead focusing on on-demand access to episodic television, movies, and documentaries. The firm introduced ad-supported subscription plans in 2022, giving the firm exposure to the advertising market in addition to the subscription fees that have historically accounted for nearly all its revenue.

Market cap 417.7B

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

Time Series

Relative Performance

Green: ITWGray: NFLX36 of 1,254 points (sampled)

Who Moves First

in sync

ITW and NFLX tend to move at the same time.

After testing 13 timing shifts, the strongest relationship was +0.673 (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

+0.011

14 periods · Return correlation when both series rose

Both Falling

+0.315

7 periods · Return correlation when both series fell

Diverging

-0.831

14 periods · Return correlation when series moved apart

R-Squared

45.3%

Share of variance in one series explained by the other.

Trend Agreement

55.9%

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: [0.641, 0.702]

Scatter

XY Regression

179.5180200220240260280300307.310.720406080100120133.2Illinois Tool Works Inc.NetFlix IncData pointsFit (r = 0.673)

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

ITW logo

Illinois Tool Works Inc.

ITW

Market cap 74.5B · 43,000 employees

Stock · 1,254 raw → 1,254 prepared

Series B

NFLX logo

NetFlix Inc

NFLX

Market cap 417.7B

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

52

Estimated crossover points between normalized spreads.

Slope

0.9369

Linear regression slope.

Intercept

-161.6814

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 7 hours ago · ID: stock-itw-vs-stock-nflx-daily