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Correlation Analysis

LPL Financial Holdings Inc. vs Walmart Inc. Common Stock

LPLA vs WMT

+0.860

Very strong positive

When one moves up, the other tends to follow.

LPLA logo

LPL Financial Holdings Inc.

LPLA

LPL Financial is the largest US independent broker-dealer, with more than 32,000 financial advisors affiliated with its platform and roughly 11 million customer accounts at the end of 2025. The firm earns the bulk of its profit from interest income earned on client cash balances and from advisory fees and commissions tied to the $2.4 trillion in assets under management or advisory on its platform at year-end 2025. LPL specializes in the provision of turnkey wealth management services for affiliated independent advisors, but maintains a diverse array of affiliation modalities, running the gamut from more traditional employee models to a pure RIA custody approach. It earns tuck-in revenue from recordkeeping fees and the provision of software tools and services to its advisor base.

Market cap 23.6B · 10,000 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: LPLAGray: WMT36 of 1,254 points (sampled)

Who Moves First

LPLA leads WMT by 6 days

LPLA tends to move before WMT.

After testing 13 timing shifts, the strongest relationship was +0.864 (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

+0.617

17 periods · Return correlation when both series rose

Both Falling

+0.942

7 periods · Return correlation when both series fell

Diverging

-0.477

11 periods · Return correlation when series moved apart

R-Squared

74.0%

Share of variance in one series explained by the other.

Trend Agreement

55.8%

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: [0.845, 0.874]

Scatter

XY Regression

117.1150200250300350400400.834.7406080100120140141LPL Financial Holdings Inc.Walmart Inc. Common StockData pointsFit (r = 0.86)

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

LPLA logo

LPL Financial Holdings Inc.

LPLA

Market cap 23.6B · 10,000 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

52

Estimated crossover points between normalized spreads.

Slope

0.2941

Linear regression slope.

Intercept

-6.0923

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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