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Correlation Analysis

Southwest Airlines Co. vs Walmart Inc. Common Stock

LUV vs WMT

-0.205

Light inverse

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

LUV logo

Southwest Airlines Co.

LUV

Southwest Airlines is the largest domestic air carrier in the United States by passengers boarded. Southwest operates nearly 800 aircraft in an all-Boeing 737 fleet. Despite offering some longer routes and a few perks for business travelers, the airline predominantly specializes in short-haul, leisure flights operated with a simple cabin configuration in a point-to-point network. In early 2026, Southwest modified its cabins to offer some rows with extra legroom, its ticketing process and merchandising to offer assigned seats, and more fare categories to include a basic economy class that appears for the first time in travel aggregators' search results and more directly competes with other airlines' offerings.

Market cap 18.7B · 77,397 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: LUVGray: WMT36 of 1,254 points (sampled)

Who Moves First

LUV leads WMT by 6 days

LUV tends to move before WMT.

After testing 13 timing shifts, the strongest relationship was -0.216 (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

+0.687

11 periods · Return correlation when both series rose

Both Falling

-0.068

6 periods · Return correlation when both series fell

Diverging

-0.539

18 periods · Return correlation when series moved apart

R-Squared

4.2%

Share of variance in one series explained by the other.

Trend Agreement

54.1%

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: [-0.257, -0.151]

Scatter

XY Regression

19.2203040506066.734.7406080100120140141Southwest Airlines Co.Walmart Inc. Common StockData pointsFit (r = -0.205)

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

LUV logo

Southwest Airlines Co.

LUV

Market cap 18.7B · 77,397 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

5

Estimated crossover points between normalized spreads.

Slope

-0.5691

Linear regression slope.

Intercept

87.5604

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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