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Correlation Analysis

Lumentum Holdings Inc. Common Stock vs Walmart Inc. Common Stock

LITE vs WMT

+0.644

Moderate positive

When one moves up, the other tends to follow.

LITE logo

Lumentum Holdings Inc. Common Stock

LITE

Lumentum Holdings Inc is a California-based technology firm. The company provides two types of optical and photonic products: optical components that are used in telecommunications networking equipment, and commercial lasers for manufacturing, inspection, and life-science lab uses. Its segments are Optical Communications and Commercial Lasers. The firm is also expanding into new optical applications, such as 3-D sensing laser diode for consumer electronics. It generates maximum revenue from the OpComms segment. The OpComms segment products include a wide range of components, modules, and subsystems to support customers including carrier networks for access (local), metro (intracity), long-haul, and submarine (undersea) applications.

Market cap 55.1B · 10,562 employees

WMT logo

Walmart Inc. Common Stock

WMT

Since its founding in 1962, Walmart has become the world's largest retailer, operating over 10,700 stores globally (including 4,600 namesake locations on its home turf and another 600 Sam's Club outlets) and growing its e-commerce presence, attracting 270 million customers weekly. In aggregate, the firm posted more than $680 billion in fiscal 2025 sales. Its core operations span three reporting segments: Walmart US (68% of fiscal 2025 sales), Walmart International (18%), and Sam's Club (14%). Within the US, nearly 60% of its $465 billion in fiscal 2025 revenue came from its grocery offerings, with another quarter from general merchandise. Internationally, Walmart's operations are concentrated in Mexico, though it also has budding exposure to India.

Market cap 1T

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

Time Series

Relative Performance

Green: LITEGray: WMT36 of 1,254 points (sampled)

Who Moves First

WMT leads LITE by 6 days

WMT tends to move before LITE.

After testing 13 timing shifts, the strongest relationship was +0.648 (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

+0.712

10 periods · Return correlation when both series rose

Both Falling

N/A

4 periods · Return correlation when both series fell

Diverging

-0.693

21 periods · Return correlation when series moved apart

R-Squared

41.5%

Share of variance in one series explained by the other.

Trend Agreement

54.7%

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: [0.611, 0.675]

Scatter

XY Regression

-22020040060080087834.7406080100120140141Lumentum Holdings Inc. Common StockWalmart Inc. Common StockData pointsFit (r = 0.644)

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

LITE logo

Lumentum Holdings Inc. Common Stock

LITE

Market cap 55.1B · 10,562 employees

Stock · 1,254 raw → 1,254 prepared

Series B

WMT logo

Walmart Inc. Common Stock

WMT

Market cap 1T

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

28

Estimated crossover points between normalized spreads.

Slope

0.1288

Linear regression slope.

Intercept

52.9791

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 7 hours ago · ID: stock-lite-vs-stock-wmt-daily