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Correlation Analysis

Microsoft Corp vs HEICO Corporation

MSFT vs HEI

+0.872

Very strong 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

HEI logo

HEICO Corporation

HEI

Heico is an aerospace and defense supplier that focuses on creating replacement parts for commercial aircraft and components for defense products. In commercial aerospace, Heico is the largest independent producer of replacement aircraft parts. In the defense market, the company produces niche subcomponents used in targeting technology as well as simulation equipment, among other categories. It operates as two segments: the flight support group and the electronic technologies group. Both supply the aerospace and defense sectors to different degrees. Heico is persistently acquisitive, focusing on companies in similar or adjacent markets that offer strong cash flow and profitable growth potential.

Market cap 38.6B · 11,100 employees

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

Who Moves First

MSFT leads HEI by 6 days

MSFT tends to move before HEI.

Best correlation after shifting: +0.877 (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

+0.801

13 periods · Return correlation when both series rose

Both Falling

+0.249

7 periods · Return correlation when both series fell

Diverging

-0.651

15 periods · Return correlation when series moved apart

R-Squared

76.0%

Share of variance in one series explained by the other.

Trend Agreement

62.6%

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: [0.858, 0.884]

Time Series

Rebased to 100

Green: MSFTGray: HEI36 of 1,254 points (sampled)

Scatter

XY Regression

208.6250300350400450500549.3108.1150200250300344.8Microsoft CorpHEICO CorporationData pointsFit (r = 0.872)

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

HEI logo

HEICO Corporation

HEI

Market cap 38.6B · 11,100 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

46

Estimated crossover points between normalized spreads.

Slope

0.6757

Linear regression slope.

Intercept

-38.9521

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

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