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Correlation Analysis

Eli Lilly & Co. vs PepsiCo, Inc.

LLY vs PEP

-0.304

Light inverse

When one moves up, the other tends to move down.

LLY logo

Eli Lilly & Co.

LLY

Eli Lilly is a drug firm with a focus on neuroscience, cardiometabolic, cancer, and immunology. Lilly's key products include Verzenio for cancer; Mounjaro, Zepbound, Jardiance, Trulicity, Humalog, and Humulin for cardiometabolic; and Taltz and Olumiant for immunology.

Market cap 828.2B · 50,000 employees

PEP logo

PepsiCo, Inc.

PEP

PepsiCo is a global leader in snacks and beverages, owning well-known household brands including Pepsi, Mountain Dew, Gatorade, Lay's, Cheetos, and Doritos, among others. The company dominates the global savory snacks market and also ranks as the second-largest beverage provider in the world (behind Coca-Cola) with diversified exposure to carbonated soft drinks, or CSD, as well as water, sports, and energy drink offerings. Convenience foods account for approximately 58% of its total revenue, with beverages making up the rest. Pepsi owns the bulk of its manufacturing and distribution capacity in the US, but uses bottlers overseas for beverages. International markets made up 41% of total sales and 46% of operating profits before corporate expenses in 2025.

Market cap 214.2B

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

Time Series

Relative Performance

Green: LLYGray: PEP36 of 1,254 points (sampled)

Who Moves First

LLY leads PEP by 6 days

LLY tends to move before PEP.

After testing 13 timing shifts, the strongest relationship was -0.321 (they moved in opposite directions).

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

-0.220

18 periods · Return correlation when both series rose

Both Falling

+0.411

7 periods · Return correlation when both series fell

Diverging

-0.609

10 periods · Return correlation when series moved apart

R-Squared

9.2%

Share of variance in one series explained by the other.

Trend Agreement

56.8%

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: [-0.353, -0.253]

Scatter

XY Regression

1142004006008001,0001,142126130140150160170180190194Eli Lilly & Co.PepsiCo, Inc.Data pointsFit (r = -0.304)

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

LLY logo

Eli Lilly & Co.

LLY

Market cap 828.2B · 50,000 employees

Stock · 1,254 raw → 1,254 prepared

Series B

PEP logo

PepsiCo, Inc.

PEP

Market cap 214.2B

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

11

Estimated crossover points between normalized spreads.

Slope

-0.0162

Linear regression slope.

Intercept

172.5562

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 7 hours ago · ID: stock-lly-vs-stock-pep-daily