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Correlation Analysis

Microsoft Corp vs CDW Corporation

MSFT vs CDW

+0.025

Near-zero positive

When one moves up, the other tends to follow.

MSFT logo

Microsoft Corp

MSFT

Microsoft develops and licenses consumer and enterprise software. It is known for its Windows operating systems and Office productivity suite. The company is organized into three equally sized broad segments: productivity and business processes (legacy Microsoft Office, cloud-based Office 365, Exchange, SharePoint, Skype, LinkedIn, Dynamics), intelligence cloud (infrastructure- and platform-as-a-service offerings Azure, Windows Server OS, SQL Server), and more personal computing (Windows Client, Xbox, Bing search, display advertising, and Surface laptops, tablets, and desktops).

Market cap 2.8T

CDW logo

CDW Corporation

CDW

CDW Corp is a multi-brand provider of information technology (IT) solutions to businesses, government, education, and healthcare customers in the United States, the United Kingdom, and Canada. The company's offerings range from hardware and software products to integrated IT solutions and services, including on-premise and cloud capabilities across hybrid infrastructure, digital experience, and security. Its reportable segments are Corporate, Small Business, Public, and Other. The Corporate and Small Business segments serve US private sector business customers, while the Public segment consists of government agencies and education and healthcare institutions in the US. The Corporate segment generates the majority of its revenue in the United States.

Market cap 15.9B · 14,800 employees

Apr 9, 2021 — Apr 7, 2026Daily1,254 observationsStockStockTechnology

Who Moves First

CDW leads MSFT by 6 days

CDW tends to move before MSFT.

Best correlation after shifting: +0.035 (13 shifts scanned)

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

+0.749

14 periods · Return correlation when both series rose

Both Falling

+0.332

11 periods · Return correlation when both series fell

Diverging

-0.315

10 periods · Return correlation when series moved apart

R-Squared

0.1%

Share of variance in one series explained by the other.

Trend Agreement

65.9%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,254

Deep shared window — 1,254 usable pairs.

Significance

n.s.

95% CI: [-0.030, 0.080]

Time Series

Rebased to 100

Green: MSFTGray: CDW36 of 1,254 points (sampled)

Scatter

XY Regression

208.6250300350400450500549.3113.2120140160180200220240260265.7Microsoft CorpCDW CorporationData pointsFit (r = 0.025)

Pipeline

Data quality details

Pipeline Summary

1,254 paired observations 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

MSFT logo

Microsoft Corp

MSFT

Market cap 2.8T

Stock · 1,254 raw → 1,254 prepared

Series B

CDW logo

CDW Corporation

CDW

Market cap 15.9B · 14,800 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

15

Estimated crossover points between normalized spreads.

Slope

0.0083

Linear regression slope.

Intercept

182.5533

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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